Lead Data Analyst

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).

 

About the role

At Betterment, we work hard to maximize every dollar our customers have entrusted to us. Data plays a critical role in nearly all of our pursuits and operations — it is core to how we prioritize the focus of hundreds of engineers, product managers, and designers, how we allocate resources to different customer acquisition channels, how we efficiently run the operations of a business that manages over $50 billion dollars of our customers’ money, and much much more.

The Analytics team drives impact across all areas of Betterment, partnering with teams to shape strategy, identify opportunities, and influence product decisions that deliver the best experience for our customers. Projects range from building intuitive dashboards that provide a pulse on the business to performing deep dives into customer behavior that uncover game-changing insights and turning those deep dives into clear, actionable recommendations for stakeholders.

As a Lead Data Analyst, you will work across business lines to research Betterment’s highest-priority questions. This is a high-impact role, ideal for someone who thrives at the intersection of data strategy, cross-functional influence, hands-on experimentation, and analytics. You will collaborate closely with product, engineering, marketing, finance, strategy, and operations to guide Betterment’s direction through data. You will also mentor other analysts, influence product roadmap decisions, and identify key opportunities that create long-term value for our customers and the company.

This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including, but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. 

• New York City: $130,000 - $155,000

We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a discretionary company incentive bonus.

 

A day in the life

• Lead deep-dive analyses that uncover actionable insights on customer behavior, product performance, and growth levers
• Develop dashboards and reporting that tell compelling stories to help senior leadership and cross-functional teams make key decisions 
• Collaborate with stakeholders across product, marketing, finance, strategy, and sales to identify opportunities and guide strategic initiatives 
• Partner end-to-end with product and engineering teams to define event tracking, run A/B tests, and perform in-depth analysis of feature performance and user engagement 
• Coach and mentor junior analysts to continuously elevate analytical rigor and best practices across the organization

 

What we’re looking for

• 6+ years of experience in a data-focused role such as Data Analyst or Data Scientist 
• Advanced SQL skills to efficiently pull insights from our Redshift datawarehouse
• Proficiency in R, Python, or similar programming for statistical and advanced analytical work
• Experience using BI tools such as Metabase, Looker, or Tableau to support day-to-day stakeholder questions 
• A powerful combination of technical expertise, curiosity, business acumen, storytelling, and a willingness to work hard to pull actionable insights from our data
• Deep understanding of metrics such as CAC, LTV, funnel conversion, retention, and user engagement
• Strong interpersonal and communication skills with the ability to build trust and influence across disciplines
• A strong track record in hypothesis-driven problem solving and experimentation
• Experience using event data and dbt is a plus

What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

We set audacious goals

We set them for the company, our customers, and o