Trust & Will
San Diego
11-50 employees
Modern estate planning for every American. Our mission is to provide families a better way to plan for the future.
Prior Listings
Sr. Data Analyst
Sr. Data Analyst
This job is no longer open
Hi, we’re Trust & Will. We’re on a mission to help every family to leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital and we are the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more.
The data and analytics team at Trust & Will exists to enable & empower all of our teams in making informed business decisions through accurate reporting and relevant insights. We’re looking for a mission-driven leader to build our Data & Analytics practice. Through gaining a deep understanding of our business needs, this critical position will partner with the Head of Operations to shape our analytics roadmap that will support strategic business initiatives. They will work closely with cross-functional stakeholders to understand and maintain focus on their analytical needs (including identifying critical metrics and KPIs, and delivering actionable insights), provide and manage our self service analytics capabilities by working with data engineers to ensure that our data is clean and accessible, and perform ad hoc analysis as needed.
By leveraging your expertise in analytics, your skills in communication, your passion for optimization, data storytelling, and data visualization, you will be responsible for surfacing analytical insights to drive informed change across the organization. You will start out as an individual contributor and have the opportunity to scale with the company and grow the Data & Analytics team.
About the Role:
- Establish & maintain a deep business understanding of cross-functional business goals in order to create relevant analysis & insights.
- Gather requirements from business stakeholders (execs, team leads, and team members) and effectively translate them into compelling and intuitive dashboards to enable stakeholders with critical metrics, focusing on anomaly detection and actionable data reporting that meet stakeholder expectations.
- Complete ad-hoc requests for analysis and reporting by connecting to diverse data sources, implementing the appropriate method of analysis, and offering recommendations utilizing multiple types of data, business knowledge, and strategic assumptions when data doesn’t exist.
- Design and run data-driven tests and experiments that identify business opportunities and compare performance against company goals.
- Structure large data sets to find useful information.
- Develop analytics and measurement standards for tracking the health of established KPIs, as well as working with teams to establish new KPIs based on best practices, contributing to the development of hypotheses and actions for the business metrics
- Proactively identify challenges and new opportunities as it relates to data infrastructure, tools, and team processes.
- Effectively deliver and communicate recommendations to internal stakeholders and senior leadership
- Actively participate in cross-functional initiatives by collaborating with team members to measure and achieve success
Qualifications:
- 5+ years in data & analytics functions including experience with customer analytics techniques such as segmentation, churn prediction, cohort analysis, etc. as well as, experience in advanced analytics methodologies such as experimentation and testing, including A/B testing tools and concepts.
- Prior experience setting strategy for data & analytics in fast-growth settings
- Demonstrated subject matter expertise in navigating varied data types and orchestrating the most effective ways to improve ongoing business and product decision-making
- Demonstrated experience in bringing together personnel and building teams with data analytics, reporting, and warehousing skills, guiding them through successful execution and delivery
- Must be
- Experience in Google Analytics
- Must be highly proficient in SQL
- Must be highly proficient in business intelligence platforms (bonus points for experience with Thoughtspot)
Bonus Points for:
- Working with cloud-based data warehousing and database solutions (Snowflake, MongoDB, Postgres)
- Python experience
- DBT(Data Build Tool)
- Experience with ETL and ELT
- Experience or interest in data science
- BS degree in data, engineering, analytics, finance, economics, general business, and other math-related degrees
Compensation & Benefits:
- We also include an employee equity package as a component of our compensation offer along with other benefits and perks outlined below.
- Unlimited time off that you are encouraged to use (including monthly friends & family days, 4 days/year to volunteer in your community, and quarterly company-wide breaks)
- Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
- Financial wellness benefits (Certified Financial Planner support, savings options, and employee-sponsored 401k)
- A formal mentorship program, guest speakers & reimbursement for learning opportunities
- $500 Work from home stipend + mac & Apple accessories
- Company-sponsored events and travel throughout the year
- Join an Inc. Magazine Best Workplace winner!
We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are headquartered in San Diego, CA, and our offices are always open for you if you’d like. #LI-Remote
Trust & Will has a commitment to building a healthy, sustainable, and engaging working environment for all employees and is in the process of becoming a B-Corp to continue contributing positively to the world we live in.
We are committed to providing a space where employees can bring their whole selves to work, and recognize that creating and maintaining a diverse and inclusive work environment is pivotal to our success. It is through the diversity of thought that the best ideas come about, which leads to the most optimal product and experience for our members.
We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities, and perspectives. Trust & Will does not and will not discriminate on the basis of race, color, religion, gender, gender expression, age, national origin, disability, marital status, sexual orientation, or military status.
This job is no longer open