At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 700,000 clients on their path to a brighter future.
While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About The Role
The Sales Operations & Analytics Associate will drive analyses focused on optimizing sales performance, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, sales, and product to deliver actionable insights that help meet company goals.
A successful Associate will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to executives. The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation.
What You'll Do
- Dive into data and operational processes to understand operational challenges and opportunities
- Present findings to stakeholders and recommend actionable solutions to Senior Leadership
- Re-define and challenge company KPIs that are critical to achieving company goals
- Work closely with the product and operations teams in defining tests and experimental design
What We Look For
- Bachelor’s or Master’s degree in business, STEM, or other analytical field
- Prior experience in Strategy Consulting, Financial Services, or Start-up environments a plus
- Familiarity with doing analysis in Excel and coding in SQL
- Experience in Python or R is not required but a plus
- Looker or Tableau experience is not required but a plus
- Quick learner; willing to dive in and get her/his hands dirty
- Demonstrated ability to deliver results in a fast-paced environment
- Desire to work in an ambiguous environment and solve open ended problems
#LI-LB2
The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.
Base Salary Range
$75,000—$95,000 USD
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.
Top Skills
Beyond Finance Chicago, Illinois, USA Office
Our Chicago offices overlook the river and its historic surrounding architecture; the Houston offices offer beautiful views of the city and provide a space for our Texas employees to come together; and our San Diego location allows employees to spend their downtime on the hammocks and putting green.
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