Fundera, at NerdWallet, is the go-to financial resource for small businesses. We’re here to help entrepreneurs achieve their financial goals and grow businesses as big as their aspirations.

As a catalyst for smart financial decisions, our combination of proprietary technology and financial expertise provides business owners with tailored solutions based on their unique needs and eligibility—helping them prosper, create more jobs, and, ultimately, grow the economy. The Senior Revenue Operations Analyst, SMB (Fundera) will support the team by providing data-driven insights that enable smarter decision-making across both the Sales and Partner Relations functions. This role will drive the development of data reporting frameworks that will enable business leaders to accurately translate complex information into clear and actionable strategies that improve and accelerate business performance and strengthen lender relationships. Operating in a high-velocity sales environment, this role balances recurring reporting needs with strategic, open-ended analysis.

The Senior Revenue Operations Analyst, SMB (Fundera) will be a strategic partner to Sales Operations and Business Development, responsible for ensuring data accuracy and delivering insights that shape revenue growth and partner strategy. This role will develop scalable reporting frameworks, uncover performance trends, and translate complex data into clear recommendations that optimize sales funnel efficiency and partner outcomes. As the analytics subject-matter expert, the analyst will influence both operational execution and long-term strategy, collaborating closely with leadership and cross-functional stakeholders to embed data-driven decision-making across the business. This role will be the analytics subject-matter expert, providing real time insights in internal and external meetings to influence operational and strategic outcomes.

Where you can make an impact:

• Data integrity - Ensuring accuracy, consistency, and reliability of data across Salesforce and other partner systems.

• Developing reporting frameworks - Create scalable data frameworks for sales performance, partner metrics, and portfolio outcomes reporting.

• Partner reporting - Generate and deliver recurring partner performance reports that articulate the value of external lender relationships and inform negotiation discussions..

• Trend analysis - Analyze performance trends such as pacing, retrospectives, and lender market share shifts.

• Partner onboarding - Support new partner onboarding through lender scoping, opportunity sizing, and establishing reporting baselines.

• Let data tell the story - Inform strategic decision-making with data-driven recommendations on submission strategy, revenue optimization, and partner portfolio management strategies.

• Lead segmentation and matching projects to improve sales funnel efficiency, optimize lead allocation, and enhance lender outcomes.

• Collaborate - Partner with internal and stakeholders across sales, partner relations, and senior leadership to ensure that data is being leveraged and utilized properly.

• Ad hoc reporting - Provide ad hoc analyses in response to urgent business needs, partner feedback, or executive requests.

Your experience:

• Bachelor’s degree in a quantitative, analytics or business field.

• 5–7 years of related analytics experience; a seasoned professional who can resolve a wide range of issues creatively and connect insights to broader strategy.

• Strong analytical and problem-solving skills, with the ability to turn raw data into actionable insights.

• 5+ Experience working with Salesforce or other CRM data.

• Highly skilled in spreadsheet automation, formulas, and analytics.

• Proven track record of optimizing processes through advanced Excel/Google Sheets solutions or other reporting tools

• Strong communication skills — able to explain complex analyses clearly to both technical and non-technical audiences.

• Proven ability to operate in a fast-paced, high-volume environment with competing priorities.

What we offer:

Pay Transparency

• $90,000–$116,000 base + equity

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

• Industry-leading medical, dental, and vision health care plans for employees and their dependents

• Rejuvenation Policy – Vacation Time Off + 11 holidays + 4 Mental Health Days Off

• New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care

• Mental health support

• Paid sabbatical for Ne