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.

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

• 1 - 4 years of work experience in Strategy Consulting, Financial Services, or Start-up environments
• Bachelor’s or Master’s degree in business, STEM, or other analytical field
• 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

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