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Senior Data Analyst, Customer Experience
Senior Data Analyst, Customer ExperiencePoint Digital Finance, Inc. • Palo Alto, CA, US
Senior Data Analyst, Customer Experience

Senior Data Analyst, Customer Experience

Point Digital Finance, Inc. • Palo Alto, CA, US
6 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Local or 100% Remote

About Point

✨ Real Impact, Real People : Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.

✨ Funding : With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we're scaling fast! You have the opportunity to join us at a pivotal stage.

✨ Game-changing Product : We're building a category defining company in home equity. We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers.

✨ Great Place to Work : Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area.

✨ Remote First Culture, Genuine Connection : Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.

About the role

We're looking for someone to deliver sales intelligence, customer insights, and actionable reporting to the Customer Experience team, including Account Managers, Account Coordinators, Sales Managers, and Sales Leadership. This role enables the sales organization to make data-driven decisions that improve customer acquisition, increase conversion rates, and drive revenue growth. You'll partner closely with Customer Experience stakeholders to design analytics solutions that optimize sales processes, enhance customer engagement, and strengthen overall revenue performance.

Your responsibilities

  • Develop best-in-class dashboards and visualizations that track sales metrics, pipeline health, conversion funnels, customer engagement, and team performance for Account Managers and Sales leadership.
  • Build and maintain canonical sales reporting, including lead-to-customer conversion tracking, win / loss analysis, customer segmentation, and revenue forecasting.
  • Partner with Sales Managers and Account Coordinators to identify data needs, gather requirements, and deliver actionable insights that drive sales effectiveness.
  • Conduct ad hoc analyses on customer behavior, sales patterns, pricing optimization, and market trends to inform sales strategy and tactics.
  • Create self-service analytics tools and resources that empower Account Managers to access customer data, track their pipelines, and measure their own performance.
  • Train and educate the Customer Experience team on how to leverage data and dashboards to answer their own questions and make informed decisions.
  • Support the Customer Experience team's transition to data-driven sales operations by building robust data infrastructure on Snowflake that captures the full customer journey.
  • Analyze sales funnel performance to identify bottlenecks, drop-off points, and opportunities for process improvement.

About you

  • Extensive (3-6 years) experience in sales analytics, customer analytics, business intelligence, or related roles supporting revenue teams. You have a bachelor's degree in a quantitative field from a competitive institution.
  • Strong analytical abilities with a focus on sales and customer metrics. You have advanced SQL skills and experience analyzing CRM data, sales pipeline data, and customer engagement metrics involving large-scale relational datasets. You have at least basic familiarity with Python / R and are open to deepening your knowledge.
  • Extensive hands-on experience with modern BI tools (e.g., Sigma, Looker, Tableau) and familiarity with CRM platforms (e.g., Salesforce, HubSpot).
  • Exceptional data storyteller with sales acumen. You understand key sales metrics (conversion rates, win rates, CAC, LTV, pipeline velocity) and can translate complex data into clear recommendations for sales teams. You bring inherent curiosity about customer behavior and love exploring "why" customers convert or churn.
  • Extremely structured and detail-oriented with a focus on accuracy. Sales teams rely on precise data to make decisions, and you excel in ensuring data quality.
  • Strong interpersonal skills and proven ability to collaborate with sales teams. You're comfortable working with fast-paced, revenue-focused stakeholders and can communicate complex analytical concepts to non-technical audiences.
  • Our benefits

  • Generous health benefits : We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
  • Unlimited paid time off : Recharge with unlimited paid time off and 10 company holidays.
  • Flexible remote and onsite work : Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.
  • Fully paid parental leave : Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.
  • Equity : We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
  • Financial wellness : We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
  • Extra work / life benefits : We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.
  • Compensation at Point will be determined by skills, experience, and geographic location. Point has identified the expected annual base salary for this role at this level based on the market by tiers (Region | Location | Market Salary) :

  • Tier 1 | San Francisco Bay Area, New York, Los Angeles, & Seattle | $152,000 - $168,000
  • Tier 2 | Chicago, Austin, Denver, Boston, Washington DC, San Diego | $137,000 - $151,000
  • Tier 3 | All other US metro areas | $122,000 - $134,000
  • This does not include any other potential components of the compensation package, including equity, benefits, and perks outlined above. At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation.

    Location Requirement : This is a remote position. However, candidates must reside in one of Point's states of operation : AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI.

    Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.

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    Senior Data Analyst • Palo Alto, CA, US

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