Sales Operations & Analytics Associate

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.

• 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

• 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

Base Salary Range

$75,000 - $115,000 USD

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

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.