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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.
About the Role
At SoFi, we’re on a mission to help our members achieve financial independence and reach
their goals — from owning a home to paying off debt to investing for the future. Our Operations
team is at the heart of delivering a world-class member experience.
We’re looking for a Staff Data Analyst to join our Operations Performance Management
team. In this role, you’ll turn data into insights and insights into action. You’ll help us understand
what drives performance, where we can improve, and how we can continue to deliver seamless
experiences to our members.
This role will report to the leader of Ops Business Intelligence and will work closely with our VP
of Operations. This is a highly visible role within SoFi’s data science and Business Intelligence
community and directly contributes towards key company goals and objectives.
What You’ll Do
● Build and maintain agent scorecards, dashboards, reports, and KPIs that measure
operational performance and the member experience.
● Conduct variance analysis, root cause investigations, and deep-dive studies to
identify opportunities for improvement.
● Partner with Operations leadership to analyze performance drivers and develop
actionable recommendations that enhance efficiency and quality.
● Translate data findings into clear insights and stories that influence strategic
decisions.
● Collaborate with Product, Engineering, Data Science, and other partners to ensure
reliable data sources and scalable reporting infrastructure.
● Promote a data-driven culture across Operations by empowering teams with tools,
training, and analytical best practices.
What You’ll Need
● Bachelor’s degree in Data Science, Statistics, Analytics, Economics, Engineering, or a
related field (Master’s preferred).
● 5+ years of experience in data analytics, operations analytics, or business intelligence.
● Advanced SQL skills and experience with visualization tools such as Tableau, Looker,
or Power BI.
● Proven ability to perform root cause and variance analysis in operational settings.
● Excellent communication skills — able to simplify complex data and influence non-
technical audiences.
● Strong business acumen and a passion for improving member experiences through
data.
Nice to Have
● Experience in financial services, fintech, or contact center operations.
● Familiarity with Python, R, or other analytical tools.
● Knowledge of process improvement frameworks (Lean, Six Sigma, etc.)
Top Skills
What the Team is Saying
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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SoFi Offices
Hybrid Workspace
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!
