Operations Analyst

Job Description

Job Description

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.

We're a remote-first company, backed by prominent investors such as Ashton Kutcher's fund Sound Ventures and Salesforce CEO Marc Benioff.

The Role

We're looking for a Data Operations Analyst to join our team. This role blends business intelligence, operations, and technical problem-solving. You'll help us build and maintain reporting, but you'll also dig into operational workflows, member support cases, and client onboarding / offboarding processes.

You'll work closely with Client Success, Operations, Engineering, and other teams to ensure our data and systems run smoothly, and you'll have the autonomy to take on varied projects that improve how we deliver value to clients and members.

This role is ideal for someone who thrives in a mission-driven startup, loves finding patterns in messy data and resolutions to tough problems, and wants to influence both product and client strategy.

This is a full-time, contract role with the potential to transition into a regular employee position based on performance and business needs.

Key Responsibilities

• Build, QA, and maintain dashboards and visualizations for client reporting and internal insights.
• ​​Partner with Client Success to resolve member data issues and technical support escalations.
• Manage client onboarding / offboarding processes, including file management, data checks, and quality assurance.
• Improve internal data operations processes, identifying opportunities to automate or streamline workflows.
• Act as a bridge between technical and non-technical teams, translating business needs into clear requirements.
• Support ad hoc analyses and reporting requests across the business.
• Join client calls to help Client Success Managers ask the right data-related questions and share data stories.

Qualifications & Experience

Nice to Have Skills

Benefits

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team!

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