Sr Analyst, Account Management Strategy

Reposted 6 Hours Ago
Chicago, IL, USA
Hybrid
66K-88K Annually
Junior
Fintech • Software • Financial Services
Avant champions every customer on their financial journey. Let's move financial lives forward.
The Role
The Sr Analyst will develop customer segmentation models, assess business impacts, analyze large datasets, and collaborate across teams to enhance account management strategies.
Summary Generated by Built In

Avant is adding to our Account Management Strategy team! We are looking for an entrepreneurial, self-driven candidate who is passionate about problem solving and interested in making a difference.  This person will be a key member of our account management team and responsible for supporting the development and tracking of our end to end account management and servicing strategy.  If you are looking for an opportunity to join a great team where you can be yourself, deepen your skills and experiences, and find new areas of inspiration then consider a career at Avant!

What You’ll Do:

  • Develop customer segmentation models and design contact and treatment strategies (i.e. credit line increase/decrease, APR adjustment, overlimit authorization, etc.) by working with large, structured, and unstructured datasets.

  • Develop business cases, assess the impact and track the outcome of said strategies

  • Maintain and update the account management and credit policy and procedure to reflect the new strategy changes

  • Use quantitative and analytical techniques to balance customer and business impact of strategies, build financial models to foresee the long term strategy impact to business KPIs 

  • Implement tests to drive strategy enhancement and optimization.

  • Design rich data visualizations to communicate complex ideas to business leaders and executives. Collaborate with key stakeholders across lines of business to improve, execute, and effectively communicate significant analyses that identify meaningful trends and opportunities across the business.

  • Prepare, analyze, and summarize various weekly, monthly, and periodic strategy results for use by various key stakeholders, creating reports, specifications, instructions, and flowcharts.

  • Assess and address issues to identify and implement improvements toward efficient account management and servicing operations.

Why you’re at fit:

  • Bachelor's Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering. Master is a plus

  • Experience with analyzing large datasets and  ability to deliver insights and recommendations to executive leadership

  • Proficient with writing SQL queries, Python/R, Power BI, Tableau, Looker, Excel, and PowerPoint

  • 1+ years of experience in any analytics discipline. Experience in consumer finance, credit cards and personal loans preferred.

  • Strong analytical, problem solving, and critical thinking skills

  • Ability to initiate and drive projects to completion with minimal guidance

  • Intellectual curiosity and aptitude to pick up new technical skills and domain knowledge

  • An inquisitive, logical mindset with an attention to details- they matter!

  • Strong written and oral communication skills with both technical and non-technical audiences

This role is based on our downtown Chicago Office, located in the Merchandise Mart. We highly value collaboration and our hybrid schedule (M, T, Th in-office) enables flexibility to balance work and individual priorities

This role is based on our downtown Chicago Office, located in the Merchandise Mart. We highly value collaboration and our hybrid schedule (M, T, Th in-office) enables flexibility to balance work and individual priorities.

Compensation Range:

The base salary range for this job is $66,000 USD - $88,000 USD/ Year

Employees new to Avant typically come in below the midpoint of the pay range. The compensation range is based on the level outlined in the job posting, and compensation decisions are dependent on each applicant's experience, skills and abilities. 

[If an outstanding applicant's experience and skill level is above or below the qualifications outlined in the job posting, we reserve the right to make an offer at a different level than the one listed in this job posting, which may have a different compensation range.]

This role is eligible for additional incentives, including an annual bonus. These rewards are allocated based on level, impact and performance in the role.

Our benefits include:

  • Choice of great Medical, Dental, and Vision Insurance Plan options

  • 401(k) match

  • Flexible Time Off

  • Flexible Work Environment - (i.e. Mon/Tues/Thurs in-person)

  • Generous Paid Parental Leave, Adoption Assistance and Post-parental leave ramp-up program 

  • Lunch Allowance (Fooda) and In-office Snacks

  • Summer Fridays 

  • Fun In-Office and Virtual Social Events

  • And who doesn’t love the swag

Check out our Avant Blog!

We believe that a diverse set of backgrounds and experiences helps us create the most innovative solutions for our customers. We invite you to apply to our positions even if you do not meet 100% of the qualifications listed in the description. If you’re passionate about our mission and aligned to our values, we hope you’ll come contribute to our awesome culture.

Why Avant is the place for you:

At Avant, we believe our values make a difference:

Authenticity. We show up to work as our whole selves and make sure others can too.

Collaboration. We can only succeed when we do so as a team.

Problem-Solving. The harder the problem, the more satisfying the solution.

Customer. We are all owners of the customer experience.

Initiative. Plan. Adapt. Get Sh!t Done.

We believe that great ideas come from anyone and anywhere, that everyone is an owner who drives change, and that we have more fun when we work together. We're problem solvers who love collaborating with intelligent and highly-motivated people to reshape the face of digital banking. Avant offers terrific perks and benefits, fun social events with employees who actually like hanging out together, and a flexible growth environment where trying your hand at new projects and being the active owner of your career path is encouraged and supported.

To learn more about how Avant collects and uses your personal information, please see the Avant Privacy Policy.

Top Skills

Excel
Looker
Power BI
PowerPoint
Python
R
SQL
Tableau

What the Team is Saying

Margaret
Dave
Sharity
Pritam
Am I A Good Fit?
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The Company
HQ: Chicago, IL
250 Employees
Year Founded: 2012

What We Do

Our mission is to move financial lives forward. We utilize data and technology to connect everyday Americans to financial solutions, empowering our customers to achieve their financial goals and build financial health. We are a data-driven platform at the intersection of technology and credit*, built to meet the financial needs of millions of middle-income Americans. We use data and machine learning to deliver access to a suite of financial products and services anchored by credit cards, personal loans, and a personal financial management tool. Since Avant (AvantCredit®) was founded in 2012, we have connected over 4 million unique customers to over y $12.5 billion in personal loans and more than 2.8 million credit cards.. We are driven by purpose with a passion to empower people to achieve their financial goals, and that is why we’ve built a mission-driven company with our customers at its core. We honor the journey our customers are going through by serving their needs with the integrity, transparency, and trust they deserve. Every Avantee embraces our values of authenticity, collaboration, problem-solving, customer centricity, and initiative. Are you ready to join us in moving financial lives forward? If you want to live the Avant values, build your career, and grow your skills, get in touch! See available opportunities at www.avant.com/jobs. *Avant, LLC is a financial technology company, not a bank. Avant-branded credit products are issued by WebBank.

Why Work With Us

At Avant, we believe that ideas are more important than titles, everything is more fun together, everyone drives change, and everyone is an owner. Nothing excites us more than having the ability to collaborate with intelligent, highly-motivated, and talented people on challenging problems as we work to change the face of digital banking.

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Avant Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Avantees work from our office Mon/Tues/Thurs. We hold the majority of our meetings & all-company events (Town Hall, Demo Day) on those days so that we can maximize our in-office time together. On Weds/Fri, many Avantees choose to work from home.

Typical time on-site: 3 days a week
HQChicago, IL
Located in the Merchandise Mart on Chicago's scenic riverwalk, we're surrounded by trendy restaurants, a thriving startup community, and easy access to public transportation.

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