Senior Business Analyst, Capitalize
$110-140k
+ Equity
3-5 days a week in office
401k management solution
Open for applications
401k management solution
21-100 employees
Open for applications
$110-140k
+ Equity
3-5 days a week in office
21-100 employees
Company mission
To make it easier for people to save for their retirement.
Role
Who you are
- Strong analytical ability and business judgment. You’re comfortable working with data and able to connect analysis to real business outcomes, focusing on the factors that truly drive performance
- Solid SQL and data analysis skills. You can query data, explore patterns, and build analytical models. You won’t need to build pipelines - the data infrastructure already exists
- Experience analyzing end-to-end funnels or pipelines. You’re familiar with key funnel metrics and analytical approaches such as cohort analysis, funnel stage conversion, drop-off analysis, and growth or lifecycle analytics
- Cross-functional collaboration experience. You’ve worked closely with teams such as partnerships, operations, and analytics to translate insights into actions that deliver measurable business outcomes
- Clear and effective communication. You can explain trends and insights in a way that helps stakeholders quickly understand what matters and what to do next
- Strong structured thinking. You’re comfortable working with ambiguous or imperfect data and can organize messy inputs into clear frameworks and actionable insights
- Familiarity with AI-assisted analytical tools. You’re comfortable using modern AI tools to accelerate analysis, explore data more efficiently, and surface insights faster
What the job involves
- Our business is growing quickly, and that growth requires a clear view of moving pieces and how to optimize our platform in real-time. We’re looking for someone who can turn data into actionable insights
- In this role, you’ll work closely with the data analytics lead, partnerships, operations, and members of the leadership team to connect partner activity, pipeline trends, and operational capacity so the business can scale predictably and efficiently
- Own the weekly business performance review by synthesizing pipeline trends, partner activity, and operational data into clear, decision-ready updates for the leadership team
- Be the connective tissue between partnerships, operations, and analytics - translating what’s happening in the data into actions each team can actually use
- Build and maintain a forward-looking demand and revenue forecast
- Spot where the funnel is underperforming, whether in conversion, throughput, or partner effectiveness, and partner cross-functionally on the right solutions
- Bring generalist analytical horsepower to high-priority business problems as they arise. The scope of this role will grow with the company
- If you're the kind of person who reads a dashboard and immediately starts asking "why" - this role is for you. You'll sit at the intersection of data, strategy, and execution, with direct visibility into how the business is performing and real influence over where it goes next
- This isn't a reporting function. The work you do here will shape how leadership makes decisions, how partners operate, and how the company scales
Our take
Tracking and managing your 401k can be challenging, especially if you've moved jobs. Capitalize solves this problem by streamlining the pension process.
With more and more people switching jobs more regularly, demand for a solution such as Capitalize's is growing. Capitalize allows users to roll over and combine their 401ks by simply entering the details of their former employers. This service is free for users (the company makes money from referral fees), which has allowed Capitalize to scale its user base considerably.
Fintechs specializing in retirement and pension services are becoming increasingly prevalent, but Capitalize's free, effective and easy-to-use product will ensure it maintains its edge. And Series B funding awarded in 2024 is being used to accelerate tech investment and support ongoing enterprise partner growth.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
6% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2024
$19m
SERIES B
Aug 2022
$10m
SERIES B
Total funding: $45.5m
Company benefits
- Competitive salary and equity
- Medical and dental insurance, with 100% premium covered for staff and 50% for dependents
- 401k plan access
- Unlimited paid time off
- 12 weeks of fully-paid parental leave
- Commuter benefits
Company HQ
Kips Bay, New York, NY
Leadership
Gaurav Sharma
(Co-Founder & CEO)Gaurav previously worked as an Investment Banking Analyst at UBS, and as an Investment Analyst at Highbridge Capital Management.
Christopher Phillips
(Co-Founder & CTO)Christpher began their career as an Analyst at Morgan Stanley. They were then an SVP of Product Platform & Technology at Ask and CTO of IAC.
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