Product Analyst

About the Role

We're looking for a data-driven Product Analyst to support SLA monitoring and tracking, provider expansion, and automation initiatives. This role owns operational workflows end-to-end with a strong emphasis on metrics, tracking, and identifying where processes are off track. This individual will partner closely with product, integrations, and engineering to move work from manual support toward scalable automation.

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

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.

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.

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