Mixed Methods Researcher

Mixed Methods Researcher

About Saver Life:
Saver Life is a national nonprofit and advocacy organization that uses technology to improve the financial health of people living on low‑to‑moderate incomes. Through its fintech product, Saver Life helps members build financial health and savings with personalized experiences that include financial content, savings rewards and incentives, trusted referrals, and access to a supportive online community. Leveraging the fintech product and research findings, the organization brings members’ voices and priorities into system‑level conversations to ensure current and emerging products, programs, and policies support their unique financial health journeys.

Millions of Americans are living paycheck to paycheck — and Saver Life exists to change that. We combine technology, research, and community to help people build financial stability that lasts. The Research & Policy team is at the heart of that mission: we ask hard questions, dig into real data, and turn what we learn into strategies that actually work.

This is a full‑cycle research role. You’ll own projects from the first research question through the final stakeholder presentation — and everything in between.

• Design Research That Answers Real Questions (20%)
  • Design and implement mixed‑methods studies — surveys, interviews, focus groups, administrative data — using a participatory research framework
  • Choose the right method for the right question and apply the appropriate level of rigor, including significance testing
  • Conduct landscape analyses on household finance and financial health topics
  • Keep community at the center: ensure every project reflects the people Saver Life serves
  • Stay curious — continually learn and apply new methodological approaches
• Collect and Analyze with Care (20%)
  • Design, program, and test surveys; write interview protocols and facilitation guides
  • Lead quantitative data cleaning and analysis in Stata, R, SQL, or Python; keep code clean and documented in Git Hub
  • Lead qualitative analysis with the same rigor you bring to the numbers
  • Own data quality — document your processes so others can follow and build on your work
  • Maintain working familiarity with RCTs, predictive analytics, and machine learning approaches
• Make Insights Impossible to Ignore (20%)
  • Translate findings into clear, compelling insights for product, partnership, and policy audiences
  • Write and present reports, memos, and public‑facing deliverables that don’t just inform — they move people to act
  • Communicate with equal fluency to technical teams and non‑technical decision‑makers
• Run Projects That Actually Land (20%)
  • Own end‑to‑end project management: scope, timelines, resources, execution
  • Keep multiple concurrent projects moving without dropping balls or burning out
  • Turn stakeholder needs into actionable research plans — and surface and communicate risks before they become problems
  • Document decisions and findings so organizational knowledge grows with every project
• Make the Whole Team Smarter (15%)
  • Collaborate actively across the full project lifecycle — brainstorming, feedback, alignment, and follow‑through
  • Connect research to action: support integration of insights into product, programs, and policy advocacy
  • Facilitate research readouts and stakeholder discussions that drive real understanding and next steps
  • Coordinate across product, policy, marketing, and external partners, including Saver Life members, to keep everyone rowing in the same direction
• Pitch In (5%)
  • Take on additional responsibilities as the team and mission evolve

• Research Rigor: You have strong mixed‑methods chops — surveys, interviews, focus groups, administrative data — and you apply the right level of rigor to every question. Familiarity with RCTs, predictive analytics, or machine learning is a plus.
• Technical Toolkit: You’re proficient in at least one of the following:
  Stata, R, SQL, or Python for quantitative analysis. You design and test surveys (e.g., Typeform), lead qualitative analysis, and keep your analytic files clean and documented in Git Hub.
• Communication Craft: You write and present with clarity and purpose — whether that’s a…