B2B Analyst

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company’s mobile app enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime.

You know what metrics matter for a B2B company and you have the skills and ambition to execute your vision from the ground up. You think about a business as a collection of hypotheses waiting to be tested. You have a deep understanding of applied statistics and the power and limitations of different analytical approaches. You have a start-up mentality; you can work towards a long-term ideal, but will also get your hands dirty and deliver value with what you have along the way.

* You’ll be the first analyst for Betterment’s two new business-to-business product lines: our 401k offering (Betterment for Business), and our white-label financial advisor product (Betterment Institutional) * Work with the General Managers for each product to define quantitative objectives for their businesses, and a strategy for achieving them * Build and maintain a financial model for each business line * Identify opportunities for improvement based on a range of data, especially the sales funnel, pipeline, mass marketing campaigns, customer success, and product usage * Collaborate with our engineering team to build a data pipeline that gets the right information to the right people reliably and on time * Distill and communicate key insights to the team and the rest of the company via verbal, visual, and written media

**Qualifications:** * A minimum of 2 years analytical experience. B2B & technology settings are strongly preferred * Proficiency in SQL and an understanding of relational databases * Experience with CRM systems, Salesforce products strongly preferred * Coding experience: R, Python, and Ruby are preferred in that order * A strong understanding of statistics and the ability to execute techniques such as linear and logistic regression * Bachelor's Degree from a leading institution and exceptional academic record * Strong communication skills to articulate findings * Excellent organization and prioritization skills * The ability to work independently and pick up new skills as necessary to complete a task **Nice-to-haves:** * Experience at an early stage company; our B2B products are ‘startups’ within the larger organization * Demonstrated interest in personal finance & investing * Familiarity with the platforms and systems we use: Salesforce, Salesforce IQ, Pardot, Mixpanel, MySQL, Python, R, and R Markdown