Senior Data Analyst, Product

About

is the industry's leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in Fin Tech,  is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

Our people thrive in a collaborative, supportive culture that fosters innovation and makes  a place where everyone truly enjoys working.  is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company's Best Workplaces for Innovators!

As a Senior Data Analyst, Product, you will partner with our product team to strengthen data-informed decision making by defining sharp success metrics. You will dive deep into our transformation and reporting platforms to improve self-service through AI and traditional dashboards, while also delivering ad hoc analyses to guide product development.

• Develop and maintain key performance metrics and dashboards to track success metrics across our product
• Analyze product usage and revenue data to identify trends, opportunities, and areas for improvement
• Accelerate AI self-service in our intelligence layer:
  Omni and Amplitude
• Research and implement best practices to enhance AI reporting accuracy and reliability
• Provide actionable insights to senior leadership and business stakeholders to inform decision-making
• Refine ambiguous questions and generate new insights through a deep understanding of the data, our customers, and our business
• Ability to translate technical and quantitative analyses into digestible and actionable recommendations

• 4+ years of experience in analytics or strategic role at a technology company
• Strong SQL and dbt skills
• Prior experience with Omni (or similar BI tools)
• Understanding of SaaS business models and product metrics
• Very strong organizational skills
• Strong communication skills
• Experience optimizing context for and output of AI analytical systems

• Hybrid work arrangement in New York City (3x a week)
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
• Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.