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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
We are seeking a dynamic data driven Sr. Business Associate to join our team and support key initiatives across the Member experience. This role is pivotal in understanding, analyzing, and communicating insights about our members’ interactions and journeys, ensuring they align with our mission of empowering financial wellness.
As a versatile contributor, you will support cross-functional projects, develop data-driven narratives, and provide actionable insights that inform business and product strategy. Your work will directly influence how we enhance the Member experience and overall satisfaction.
What you’ll do:
- Dive deep into member-related data to understand user behaviors, identify trends, and quantify the overall member experience.
- Create visually compelling dashboards and reports using tools like Tableau or other self-service analytics platforms to tell impactful stories with data.
- Assist in preparing high-quality presentations for leadership, executive teams, and board members, synthesizing insights into clear, actionable recommendations.
- Act as a liaison across teams to coordinate priorities and timelines, demonstrating strong project management skills.
- Analyze and interpret data using SQL, Excel, and other tools, identifying opportunities for improvement in business and product health.
- Quickly adapt to evolving priorities, taking ownership of ad hoc projects and delivering results in a fast-paced environment.
What you’ll need:
- 3-4 years of professional experience in consulting, banking, or growth-stage start up or in a similarly demanding role
- Proven experience in SQL, data visualization tools (e.g., Tableau), and strong proficiency in Excel and PowerPoint for data analysis and presentation.
- Experience working with self-service analytics tools and a strong grasp of storytelling through data visualization.
- A strong analytical mindset with the ability to synthesize complex data sets into actionable insights and narratives.
- Demonstrated experience creating and delivering high-quality presentations for senior leaders and executive stakeholders.
- Exceptional project management skills, with a proven ability to coordinate and prioritize across teams and deliver on tight deadlines.
- A keen ability to learn quickly, adapt to new tools or frameworks, and thrive in a dynamic environment.
- Excellent business acumen and an understanding of how to balance member needs with organizational goals.
Nice to have:
- Prior experience in financial technology, banking or other consumer-oriented business
- Familiarity with customer journey and user experience analytics
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
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What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
