Sales Strategy & Operations, Senior Analyst

Human Interest; San Francisco (CA); Remote; USD 95,000 - 105,000; Full time

Benefits offered by this job

Remote work

Job summary

Human Interest is a fast-growing fintech company dedicated to expanding retirement benefits access for small and medium-sized businesses in the U.S. We leverage an enterprise-grade data stack to transform raw data into actionable insights that optimize operations and customer experiences.

The Senior Analyst role focuses on building datasets, models, and dashboards, collaborating with engineers and product teams, and delivering data-driven guidance to improve key metrics across the organization.

Qualifications

• 5+ years of analytics or data science experience.

Responsibilities

• Identify process vulnerabilities and optimization opportunities using large data sets.
• Build and maintain datasets, models, and visualizations.
• Develop dashboards and reports in Hex, Salesforce, and Google Sheets.
• Collaborate with engineers and product managers to define data tracking requirements.
• Present insights to drive customer and business outcomes.

Skills

Data analytics

Data visualization

Hex dashboarding

Salesforce

Google Sheets/Excel

SQL

Lean/Six Sigma

Tools

Hex

Salesforce

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