Sales Strategy & Operations, Senior Analyst

Human Interest; Oregon; Híbrido; USD 95 000 - 105 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) match

Health plans

Parental leave

Work-from-home stipend

Lifestyle stipend

Mental health support

Resumo da oferta

Human Interest is a fast‑growing fintech company delivering retirement management platforms. The analytics role centers on transforming large datasets into actionable insights, building dashboards, and collaborating with engineering and product teams to optimize operations.

We value curiosity, continuous improvement, and the ability to present clear recommendations to stakeholders. You will work across Hex, Salesforce, and Google Sheets to track key metrics and enable data-driven decisions.

Qualificações

• 5+ years of experience in analytics or data science.
• Ability to present data-driven recommendations to stakeholders.
• Expertise in creating compelling data visualizations.

Responsabilidades

• Build and maintain data sets, models and visualizations.
• Create dashboards and reports in Hex, Salesforce and Google Sheets.
• Support and improve Salesforce processes and data flows.
• Identify key metrics with business partners and establish perpetual tracking.
• Collaborate with engineers and product managers to set data tracking requirements.
• Proactively present insights to drive customer and business decisions.
• Conduct deep-dives to uncover opportunities for optimization.

Conhecimentos

Advanced analytics

Data visualization

Hex dashboards

Salesforce

Google Sheets

SQL

Lean Six Sigma

Ferramentas

Hex

Salesforce

Excel/Sheets

Descrição da oferta de emprego

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.

• 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 offsites, 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

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.