Sr. Data Analyst

About Betterment

Betterment is a leading technology-driven financial services company that offers innovative investing and retirement solutions for retail investors and investment advisors. Our offerings extend to financial wellness solutions, including a 401(k) plan tailored for small and medium-sized businesses. We are passionate about our mission: making people’s lives better. Headquartered in NYC, we offer hybrid NY-based positions (three days per week in-office) and select non-NY-based remote positions.

About the Role

At Betterment, data is integral to our operations and decision-making processes. It guides how we allocate resources, optimize customer acquisition channels, and efficiently run a business managing over $40 billion. The Analytics team plays a crucial role in shaping strategy, identifying opportunities, and influencing product decisions to enhance user experience. From creating insightful dashboards to uncovering key customer behavior trends, the team influences the entire organization.

In this role, you will be a Senior Data Analyst, with a direct impact on our business lines. You will collaborate closely with Product, Engineering, Finance, Strategy, Customer Experience, and Marketing teams to drive business performance and deliver the best product to our customers.

This position is based in our NYC office. Below is the base salary range for this role, with actual salaries varying depending on factors such as location, experience, and performance. This range is just one component of Betterment’s total compensation package:

New York City: $105,000 - $120,000

We offer a competitive equity package, health, dental, and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits, FSA/HSA, and 401(k) with employer match, along with a flexible PTO policy. This role may also be eligible for a company incentive bonus. For roles based out of our NYC HQ, in-office attendance is required from Tuesday through Thursday each week.

A Day in the Life

• Collaborate with stakeholders such as Product, Marketing, and Sales to create actionable insights and recommendations through data-driven analysis.
• Partner with Product Management to implement event tracking, quantify feature impact through A/B testing, and monitor performance to understand customer behavior.
• Create intuitive data visualizations to aid senior leadership in key decision-making.
• Produce and deliver research reports on topics vital to Betterment’s growth.

What We’re Looking For

• 3-5 years of experience in data analysis or data science roles.
• A strong combination of technical expertise, curiosity, and business acumen.
• Proficient in SQL for extracting insights from a well-modeled Redshift data warehouse.
• Experience with BI tools such as Looker or Metabase.
• Proven ability to engage and build rapport with stakeholders across disciplines.
• Familiarity with experimentation and A/B testing.

What Being at Betterment Means for You

We change lives by transforming financial outcomes for real people. Your work will always connect to our mission of making people's lives better. We set ambitious goals for our company, our customers, and ourselves, celebrating our wins along the way. We believe diverse perspectives lead to better outcomes and strive to maintain a supportive and inclusive community.

We Invest in You with:

• A competitive suite of benefits, including medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits; infertility support and WPATH-approved benefits; and generous parental leave.
• Flexible paid time off with encouragement to use it.
• Opportunities for community building through our seven Employee Resource Groups.
• Empowerment to own and lead change within the business.
• Dedicated professional development opportunities.
• Lunch from our in-house chef three days a week at our NYC headquarters.

What Happens Next

We will review applications over the next few weeks. If we decide to move forward, we will arrange next steps consisting of 3-4 meetings with your future colleagues. The interview process will delve into your skills, experiences, and motivators, potentially including a case study or technical assessments. Our average hiring decision timeframe is 3-5 weeks, depending on your availability and urgency.

While we aim to interview multiple