Product Analyst

What You'll Do

Operational Analytics & Reporting

• Monitor SLAs and operational performance across multiple product workflows, flagging misses or anomalies as they emerge
• Investigate root causes behind performance issues and process breakdowns
• Build and maintain actionable reporting and dashboards that surface where processes are on or off track
• Own operational workflows end-to-end, with clear visibility into status, bottlenecks, and outcomes

Provider & Connection Lifecycle Management

• Help drive the full lifecycle of new provider/connection work, including intake, data mapping, cross-team coordination, parallel run support, and handoff toward automation
• Act as a key point of coordination across the stages of provider expansion, ensuring nothing falls through the cracks

Cross-Functional Collaboration

• Partner closely with product, integrations, engineering, and operations teams to identify opportunities to move workflows from manual support to scalable automation
• Communicate progress, blockers, and risks clearly to stakeholders across functions

Independent Execution

• Independently run with ambiguous or evolving problems, owning ongoing processes without heavy oversight
• Set a high bar for execution, both in terms of quality and speed
• Drive follow-through on initiatives from identification through resolution

What You'll Bring

• Data-driven, analytical, and operationally minded, with a track record of using metrics to identify and resolve process issues
• Comfortable working in ambiguous, evolving processes where the path isn't always fully defined
• Strong reporting and analytics skills, with experience building and interpreting operational metrics
• Proven experience handling structured data (Excel, CSV, JSON, etc.)
• Comfortable working in process-heavy, operational environments with multiple moving parts
• Able to independently manage and set clear deadlines across multiple simultaneous projects
• Strong written communication skills and ability to clearly document processes so they can be optimized over time
• Comfortable coordinating with multiple parties and building relationships both internally and externally
• Comfortable working with SQL to locate the right data sources, join tables, and build dashboards you can verify and trust — 1+ years of experience working across multiple datasets preferred
• Working knowledge of Python for data analysis, scripting, or automation
• 2–4 years of experience in business operations, product operations, business/data analysis, or a related analytical role at a financial, tech, or fintech company

Success Looks Like

• Familiarity working with payroll/HR systems or retirement
• Experience in a technical support, product operations, or business analyst role — preferably with an API-based or hyper-process-oriented product
• Experience building dashboards and tracking metrics in tools like Sigma
• Familiarity with Snowflake or other cloud data warehouses
• Comfortable digging through logs (e.g., Datadog) to help investigate operational or technical issues

What We Offer

• Competitive equity with a 10-year exercise window
• Full medical, dental, and vision coverage (100% for employees, 85% for dependents)
• Unlimited PTO (with a 3-week minimum)
• 401(k) plan
• Regular team offsites and meetups
• Hybrid work: 2+ days/week in our SF Office