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 300,000 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:
Beyond Finance is looking for a Senior Analyst on our Lifecycle Marketing Team. This position is focused on driving forward the performance of the critical communication touchpoints to improve business KPIs related to customer retention. This person will span across digital and offline customer communication channels leading cross-functional efforts and executing on strategic, measurable marketing initiatives. This person will influence and/or lead decision-making through balancing data-driven results/analysis with the customer experience. We are looking for candidates who are excited about developing and executing on customer retention related KPIs as well as improving upon existing processes and operations.
What You’ll Do:
- Manage communication initiatives that focus on new projects and/or existing channel funnel optimization to improve customer retention KPIs; Initiatives will require end-to-end execution from initial assessment through analysis, recommendation, and implementation.
- Deeply understand the customer journey and how it relates to business KPIs.
- Identify trends and opportunities for improving customer experience/outcomes and operational processes, then bring these opportunities to life.
- Collaborate with cross-functional internal and external teams to execute on initiatives including marketing, product, client services, strategy and operations, engineering, design, legal and others.
- Build and/or maintain operational dashboards and reporting suite to track, manage, and provide valuable insights on metrics and KPIs.
What We Look For:
- Bachelor's degree from an accredited college or university.
- 4-6+ years’ experience preferred
- Results driven and love to dive into the data to inform decisions
- Ability to organize and manage multiple priorities with a sense of urgency
- Familiarity with large databases/datasets (SQL knowledge a plus)
- Hungry to work hard, learn fast, be a key business driver, and do hands on work
- Outstanding ability to think creatively, identify and resolve problems
- Comfortable with ambiguity and possess a ‘figure it out & get it done’ mentality
- Excellent analytical skills; solid understanding of experiment design, measurement, and analysis (i.e. A/B testing) and the ability to make recommendations supported by data-based rationale
- Strong communication and project management skills
- Comfortable with HTML/CSS and have used customer engagement platforms a plus
- Prior email, SMS and/or direct-to-consumer marketing experience a plus
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
What the Team is Saying
What We Do
Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer.
But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a healthy work-life balance, and continued support.
Why Work With Us
Our people make a real impact — on our organization as a whole, but also on the lives of thousands of Americans. Beyond Finance offers you the chance to have your voice heard, help people, and grow in a collaborative, uplifting environment.
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Beyond Finance Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We offer a choice between hybrid, remote and in-office work models so you can be where you feel you’ll be the most productive and happy! A few times a year, we gather for in-person departmental meetups, allowing us to share progress and collaborate.
