About this role.
Beyond Finance seeks a Strategy & Analytics Manager to improve marketing-channel performance, client retention, and lifetime customer value. The role uses SQL, Excel, data manipulation, visualization, KPI development, and experimentation to translate operational data into actionable recommendations. It partners closely with marketing, product, operations, sales, and senior leadership in a rapid-growth financial-services environment. Candidates should bring 2–4 years of relevant analytics, strategy, marketing, product, consulting, financial-services, or startup experience and be comfortable solving ambiguous problems.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
4/5Pace & Pressure
4/5Autonomy Level
4/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
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Sample interview questions
I would build a funnel by channel that includes lead quality, conversion, cost per funded client, early attrition, retention, and lifetime value. I would then compare contribution margin or expected LTV-to-CAC, accounting for cohort maturity and channel mix, before recommending budget changes.
I would first clarify the decision the KPI should support, identify undesirable incentives in the current metric, and validate data definitions with operational owners. I would propose a measurable leading or outcome metric, test its relationship to the desired business result, and create clear governance for reporting and ownership.
I would define the retention hypothesis, target population, treatment, control group, primary success metric, guardrail metrics, required sample size, and test duration. I would ensure randomization is practical and analyze results by meaningful segments while monitoring for operational or compliance impacts.
I would structure the discussion around the business question, the key finding, financial or customer impact, and the recommended action rather than leading with methodology. I would use a simple visual, state important assumptions and limitations clearly, and prepare a technical appendix for follow-up questions.
I would assess the severity and source of the data-quality gaps, reconcile definitions across systems, and use validated proxy measures where appropriate. I would communicate uncertainty explicitly, deliver the strongest directional insight possible, and recommend durable instrumentation or process changes to improve future decisions.
At Beyond Finance, we’ve made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we’ve helped over 1 million clients on their path to a brighter future.
While we’re proud of what we’ve already accomplished, we’re searching for new collaborators to help us get to the next level! If you’re looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About The Role
The Manager of Strategy & Analytics will conduct analyses focused on optimizing and understanding marketing channel performance, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, operations, product and sales to deliver actionable insights that help meet company goals.
A successful manager will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to executives. The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation.
What You’ll Do
- Dive into data and processes to understand major operational challenges and opportunities
- Present findings to stakeholders and recommend actionable solutions for non-analytical partners including Senior Leadership
- Re-define and challenge company KPIs that are critical to achieving company and business unit goals
- Work closely with the product and operations teams in defining tests and experimental design
What We Look For
- Bachelor’s or Master’s degree in business, STEM, or other analytical field
- 2-4 years professional experience in marketing, product, strategy, or business analytics
- Prior experience in Strategy Consulting, Financial Services, or Start-up environments
- Familiarity with doing analysis in Excel and coding in SQL
- Experience in Python or R is not required but a plus
- Looker or Tableau experience is a plus
- Quick learner; willing to dive in and get her/his hands dirty
- Demonstrated ability to deliver results in a fast-paced environment
- Desire to work in an ambiguous environment and solve open ended problems
Beyond Finance is a Chicago based company and is looking for candidates in the Chicagoland area. Candidates from other markets may be considered if they have proven success working in a fully remote environment.
#LI-AW1
The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.
Base Salary Range
$118,830—$162,636 USD
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.
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