Senior Analyst - Business Operations

Confido Health; New York (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Equity

Paid Relocation

Unlimited PTO

401(K) through Vestwell

Provided MacBook

Fully Paid Health, Dental, and Vision plans

Catered Lunches on Fridays

Nightly Team Dinners

Unlimited coffee and snacks

Job summary

Confido Health in New York is hiring for a role that blends strategic advisory and customer success. In this position, you will manage enterprise accounts, guiding customers through optimization and software adoption, while defining product requirements to enhance the Confido platform.

The ideal candidate will have at least 2 years of experience in financial consulting or CPG finance, coupled with a high ownership mindset. Compensation ranges from $100k to $130k, with equity and additional benefits offered.

Qualifications

• 2+ years of experience in management consulting, investment banking, private equity, or CPG finance.
• Ability to structure ambiguous problems.
• Willingness to work in-office in NYC 5 days/week.

Responsibilities

• Own a portfolio of enterprise CPG accounts as a trusted advisor.
• Lead onboarding, implementation, and training for customers.
• Translate complex workflows into clear product requirements.

Skills

Problem-solving skills

Excellent communication

Ownership mindset

Job description

Confido is the AI infrastructure powering CPG brands from deduction to production plan. We unify cash application, deductions, disputes, trade promotion management, forecasting, demand planning, and analytics in one integrated platform. The result: measurable time savings, smarter top- and bottom-line decisions, and the speed to scale.

Confido is trusted by 200+ brands managing $20B+ in revenue, including OLIPOP, Simple Mills, Dr. Squatch, Tropicana, and more.

We’ve achieved best-in-class growth and recently raised a $15M Series A led by Footwork Ventures and Y Combinator to accelerate our momentum.

About the Role

You will work directly with leading CPG brands to transform how they run their retail business. Sitting at the intersection of strategy, customer success, and product, you’ll own key customer relationships while shaping the evolution of the Confido platform.

You’ll partner closely with product and engineering to turn real-world workflows—like forecasting, trade spend, and financial planning—into scalable software used across our customer base.

Location: New York, NY (in-office)

Compensation: $100k–$130k + Benefits + Meaningful Equity (0.06%–0.085%)

What You'll Do

Strategic Advisory & Customer Success

• Own a portfolio of enterprise CPG accounts, serving as a trusted advisor on business process optimization, software adoption, and long-term value realization

• Lead onboarding, implementation, and training to ensure customers go live quickly and successfully

• Build deep relationships with senior stakeholders — from finance directors to COOs — and maintain high retention and expansion rates across your book of business

• Proactively identify risks, surface solutions, and ensure customers see measurable business impact

Shape the Product

• Translate complex workflows (forecasting, trade promotion, AOPs, retail accounting) into clear product requirements

• Partner with product and engineering to prioritize features based on customer needs and market gaps

• Act as the voice of the customer internally, ensuring what we build maps to real-world use

What We're Looking For

Required

• 2+ years of experience in management consulting, investment banking, private equity, or CPG finance

• Strong problem-solving skills and ability to structure ambiguous problems

• Excellent communication skills across technical and non-technical audiences

• High ownership mindset with ability to execute end-to-end

• Willingness to work in-office in NYC 5 days/week

Nice to Have

• Experience in CPG, retail, or consumer finance

• Familiarity with forecasting, AOPs, or financial planning workflows

• Knowledge of syndicated data (Circana, Nielsen, SPINS)

• Exposure to trade promotion management or CPG accounting

• Experience working closely with product or engineering teams

Perks + Benefits

• Equity

• Paid Relocation

• Unlimited PTO

• 401(K) through Vestwell

• Provided MacBook

• Fully Paid Health, Dental, and Vision plans

• Catered Lunches on Fridays

• Nightly Team Dinners for those staying past 6:30pm

• Unlimited coffee and snacks featuring our brands

Confido provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.