Lead Data Analyst
Lead Data Analyst
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$ 130000 - 155000
1 Vacancy
Job Description
About Betterment
Betterment is a leading technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making peoples lives better. Were headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).
About the role
At Betterment we work hard to maximize every dollar our customers have entrusted to us. Data plays a critical role in nearly all of our pursuits and operations it is core to how we prioritize the focus of hundreds of engineers product managers and designers how we allocate resources to different customer acquisition channels how we efficiently run the operations of a business that manages over $50 billion dollars of our customers money and much much more.
The Analytics team drives impact across all areas of Betterment partnering with teams to shape strategy identify opportunities and influence product decisions that deliver the best experience for our customers. Projects range from building intuitive dashboards that provide a pulse on the business to performing deep dives into customer behavior that uncover game-changing insights and turning those deep dives into clear actionable recommendations for stakeholders.
As a Lead Data Analyst you will work across business lines to research Betterments highest-priority questions. This is a high-impact role ideal for someone who thrives at the intersection of data strategy cross-functional influence hands-on experimentation and analytics. You will collaborate closely with product engineering marketing finance strategy and operations to guide Betterments direction through data. You will also mentor other analysts influence product roadmap decisions and identify key opportunities that create long-term value for our customers and the company.
This role is based out of our NYC office. Below weve reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location experience and performance. The range listed is just one component of Betterments total compensation package for employees.
- New York City: $130000 - $155000
We offer a competitive equity package health dental and vision benefits and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a discretionary company incentive bonus.
A day in the life
- Lead deep-dive analyses that uncover actionable insights on customer behavior product performance and growth levers
- Develop dashboards and reporting that tell compelling stories to help senior leadership and cross-functional teams make key decisions
- Collaborate with stakeholders across product marketing finance strategy and sales to identify opportunities and guide strategic initiatives
- Partner end-to-end with product and engineering teams to define event tracking run A/B tests and perform in-depth analysis of feature performance and user engagement
- Coach and mentor junior analysts to continuously elevate analytical rigor and best practices across the organization
What were looking for
- 6 years of experience in a data-focused role such as Data Analyst or Data Scientist
- Advanced SQL skills to efficiently pull insights from our Redshift datawarehouse
- Proficiency in R Python or similar programming for statistical and advanced analytical work
- Experience using BI tools such as Metabase Looker or Tableau to support day-to-day stakeholder questions
- A powerful combination of technical expertise curiosity business acumen storytelling and a willingness to work hard to pull actionable insights from our data
- Deep understanding of metrics such as CAC LTV funnel conversion retention and user engagement
- Strong interpersonal and communication skills with the ability to build trust and influence across disciplines
- A strong track record in hypothesis-driven problem solving and experimentation
- Experience using event data and dbt is a plus
What being at Betterment means for you
We change lives
Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact always laddering up to our mission: making peoples lives better.
We set audacious goals
We set them for the company our customers and ourselvesand we wont stop until we reach them. We dont just show up; we give our all then celebrate our wins.
We value all perspectives
When we collaborate were at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
We invest in you with:
- A competitive suite of benefits including: medical dental and vision insurance; life and AD&D insurance; STD and LTD benefits including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.
- Flexible paid time off (and encouragement to use it!)
- Meaningful opportunity for community building through our 7 Employee Resource Groups
- Empowerment to own and lead change and affect the business
- Dedicated professional development opportunities
- Lunch from our in-house chef three days a week at our NYC headquarters
What happens next
Well take a few weeks to review all applications. If wed like to spend more time with you well reach out to arrange next steps which will include 3-4 sets of meetings with your future colleagues.
In the interview process well look to learn more about your skills experiences capabilities and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role we may ask you to complete a case study exercise or technical assessments as we want to collect a robust set of data points to better inform our decisions.
On average it takes us around 3-5 weeks to make a hiring decision depending on your availability and sense of urgency. As a best practice we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that as we usually receive an overwhelming number of applications for open positions were unable to offer individual feedback during the interview process.
We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career and our Recruiting Team is here to support and advocate for you through the interview process!
Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process please reach out to your recruiter.
Please note that in any materials you submit you mayredactor remove age-identifying information such as age date of birth or dates of school attendance or graduation. You will not be penalized forredactingor removing this information.
Come join us!
Were an equal opportunity employer and comply with all applicable federal state and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees applicants or any other covered persons because of race color religion creed national origin or ancestry ethnicity sex gender (including gender nonconformity and status as a transgender or transsexual individual) sexual orientation marital status age physical or mental disability citizenship past current or prospective service in the uniformed services predisposing genetic characteristic domestic violence victim status arrest records or any other characteristic protected under applicable federal state or local law.
E-Verify Statement
Betterment participates in E-Verify. We will provide the Social Security Administration and if necessary the Department of Homeland Security with information from each new employees Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.
E-Verify Notice
E-Verify Notice (Spanish)
Right to Work Notice
Right to Work Notice (Spanish)
CPRA Language - CA Applicants ONLY
We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected request deletion or to make updates to your candidate profile please email .
Required Experience:
IC
Employment Type
Full Time
