Sales Strategy & Operations, Senior Analyst

Human Interest Inc.; Northern (KY); Hybrid; USD 95,000 - 105,000; Full time

Job summary

Human Interest, a fast-growing fintech, is seeking a Senior Analyst for Sales Strategy & Operations. You will own analytics to identify process vulnerabilities and optimization opportunities, transforming large data sets into actionable business recommendations.

You will build datasets, models and dashboards across Hex, Salesforce and Google Sheets, partnering with engineers and product managers to set data tracking requirements and drive measurable business improvements.

Qualifications

• Minimum 5+ years of experience working in analytics or data science.
• Ability to present stakeholders with clear, accurate, and impactful recommendations based on data.
• Expertise with developing and maintaining compelling data visualizations.
• Ability to connect the dots between data and business impact.
• Experience building dashboards and reports in Hex, including using Hex's AI capabilities.
• Experience building dashboards and reports in Salesforce.
• Experience building dashboards and reports in Gsheet or Excel.
• Experience with Salesforce process and flow development.

Responsibilities

• Be part of a dynamic and growing team that will help you level up your skills.
• Build and maintain data sets, models and visualizations.
• Build and maintain dashboards and reports in Hex, Salesforce and Google Sheet.
• Support and improve Salesforce processes and flows to streamline business operations.
• Work with business partners to identify key metrics, how to improve them, and establish perpetual tracking methods.
• Work with engineers and product managers to set data tracking requirements.
• Provide guidance, reports, and dashboards to successfully track and move these metrics.
• Proactively present insights to help our customers and business based on a deep understanding of operations.
• Deep dives on a wide range of processes in order to identify the biggest opportunities for optimization.
• Be creative and explore data for impactful business insights.

Skills

Data analysis

Dashboards

Stakeholder communication

SQL

Excel/Sheets

Tools

Hex

Salesforce

Google Sheets

Excel

Job description

Sales Strategy & Operations, Senior Analyst

United States, Remote

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.

About the role

Analytics are central to our success. Analytics are at the heart of how we make decisions as a company. We're building the first full stack, automated retirement management platform in the industry – and data tells us how to optimize. We are a fast growing company, and it's time to build an enterprise grade data stack. You will be responsible for using data to identify process vulnerabilities and general optimization opportunities. The ability to take large data sets and transform them into actionable business recommendations will be paramount to success in this role.

What you get to do every day

• Be part of a dynamic and growing team that will help you level up your skills
• Build and maintain data sets, models and visualizations
• Build and maintain dashboards and reports in Hex, Salesforce and Google Sheet.
• Support and improve Salesforce processes and flows to streamline business operations
• Work with business partners to identify key metrics, how to improve them, and establish perpetual tracking methods
• Work with engineers and product managers to set data tracking requirements
• Provide guidance, reports, and dashboards to successfully track and move these metrics
• Proactively present insights to help our customers and business based on a deep understanding of operations
• Deep dives on a wide range of processes in order to identify the biggest opportunities for optimization
• Be creative and explore data for impactful business insights

What you bring to the role

• Minimum 5+ years of experience working in analytics or data science
• Ability to present stakeholders with clear, accurate, and impactful recommendations based on data
• Expertise with developing and maintaining compelling data visualizations
• Ability to connect the dots between data and business impact
• Experience building dashboards and reports in Hex, including using Hex's AI capabilities
• Experience building dashboards and reports in Salesforce
• Experience building dashboards and reports in Gsheet or Excel.
• Experience with Salesforce process and flow development
• Proactive and professional communication in all settings
• Comfortable working with and combining data across many different data sources
• Passion for learning and growing analytical and process improvement skillset
• Flexibility in being able to quickly pivot between tasks when necessary
• Experience with database design and administration a plus
• Experience with SQL a plus
• Experience with Lean and/or Six Sigma methodology a plus

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

• Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $95,000 - $105,000and represents the minimum in our lowest geographic region to a maximumin our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.

Benefits -

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsets, promoting collaboration and camaraderie.

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024)
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [e-mail] .

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Human Interest’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.