Job Closed

This listing is no longer active.

Lob logo
Lob

Lob was founded in 2013 by technical co-founders with a vision to connect the world one mailbox at a time. We're transforming the way businesses use direct mail and bringing the power of technology to a traditionally manual channel. Our modern logistics and fulfillment engine helps businesses to build and scale high-quality, personalized direct mail programs without the operational burden. As we grow to meet the evolving needs of our customers and expand our product offerings, we're building a team to shape the future of direct mail.

Business Analyst, Operations

Location

United States

Posted

58 days ago

Salary

$125K - $142.5K / year

Seniority

Mid Level

English

Job Description

Business Analyst, Operations

Lob

Lob was founded in 2013 by technical co-founders with a vision to connect the world one mailbox at a time. Today, we're transforming the way businesses use direct mail and bringing the power of technology to a traditionally manual channel. Our modern logistics and fulfillment engine helps businesses to build and scale high-quality, personalized direct mail programs without the operational burden. As we grow to meet the evolving needs of our customers and expand our product offerings, we’re building a team to shape the future of direct mail. Business Analyst, Operations We are seeking a highly analytical and detail-oriented Business Analyst, Operations to join our Operations Team. In this role, you will serve as the technical analyst between our cross functional teams and operational reality You are the first line of defense for Lob’s unit economics. Acting as the primary point of contact for unit economics relative to capacity and margin analysis. You will ensure our commercial agreements are highly competitive while strictly adhering to our financial guardrails. The ideal candidate pairs strong spreadsheet modeling skills with the communication tact required to help Go-To-Market (GTM) teams navigate the quote-to-cash process. As the Business Analyst, Operations, you’ll work on… Deal Execution & Triage - Monitoring the Deal Desk Queue: Act as the stakeholder for all incoming Deal Desk requests, ensuring the Sales team provides all necessary data and context before processing begins. - Triage and Prioritize: Evaluate ad hoc requests based on urgency, deal size, and strategic importance. Swiftly route high-complexity deals to Management for executive review. - Audit Pricing Requests: Review standard and non-standard pricing, discount requests, and contract terms ensuring that fall within designated operational approval thresholds. Margin Analysis & Data Integrity - Validate Deal-Level Unit Economics: Apply established pricing models and financial guardrails to confirm that individual deal structures — including custom pricing, volume tiers, and bundled offerings — meet minimum margin thresholds before advancing through the approval workflow. Flag deals that fall outside approved parameters and escalate to Management with a clear summary of the margin impact. - System Accuracy: Ensure all custom deal structures, pricing configurations, and non-standard contract terms are accurately entered and reflected within our CRM (Salesforce) and billing data sources. Cross-Functional Partnership & Process Modernization - Sales Enablement: Educate the GTM teams on processes, required documentation, and SLA expectations. Help Sales structure their deals correctly the first time to accelerate approval velocity. - Stakeholder Alignment: Serve as a collaborative liaison between Sales, Finance, and Operations. You will proactively flag deal bottlenecks and provide clear, direct communication to Sales when deals require structural changes. - AI Automation & Systemization: Support the modernization of the operations by identifying manual bottlenecks and helping to implement approved AI-driven tools (e.g., automated data extraction, LLM-based triage) to systematically accelerate the quote-to-cash process. Process Improvement: Identify recurring trends in requests and suggest tactical improvements to streamline operations. Additional Responsibilities Interim Coverage: In the event of a vacancy or capacity gap on the Strategy & Analytics team, provide temporary operational support for pricing execution and deal-level margin review as directed by Management. This coverage is supplementary and does not alter the primary scope or classification of this role. What will you bring to this role… - Experience: 2–4 years of experience in a Deal Desk, Sales Operations, Pricing, or Financial Analyst role within a fast-paced tech, logistics, or SaaS environment. - Financial Acumen: Strong understanding of gross margin calculations, discounting impacts, and fundamental commercial metrics (e.g., ARR, MRR, TCV). - Analytical Execution: Advanced proficiency in Microsoft Excel and Google Sheets (Pivot tables, VLOOKUPs, nested logic, and formula-driven financial modeling). - Systems & AI Literacy: Hands-on experience navigating data within CRM systems (e.g., Salesforce) and CPQ tools. A strong willingness to learn and apply AI tools to automate repetitive workflows. - Communication Skills: Clear and efficient communication style. You possess the ability to politely but firmly enforce financial requirements with Sales teams to execute compliant deals. - Education: Bachelor’s degree in Business, Finance, Economics, Supply Chain, or a related field. Compensation Information The total compensation package for this role is comprised of an annual base salary and RSUs. Annual base salary: $125,000.00 - $142,500.00 <#LI-REMOTE #LI-RW1 “Lob’s salary ranges are based on market data, relative to our size, industry and stage of growth. Salary is one part of total compensation, which also includes equity, perks and competitive benefits. Salary decisions are based on many factors including geographic location, qualifications for the role, skillset, proficiency and experience level. Lob reasonably expects to pay candidates who are offered roles within the provided salary ranges.” We offer remote working opportunities in AZ, CA, CO, DC, FL, GA, IA, IL, MA, MD, MI, MN, MT, NE, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TN, TX, UT, and WA, unless specified otherwise in the job description above. If you are looking for a progressive, fun-spirited, and mentally stimulating environment, come join us at Lob! Our Commitment to Diversity Lob is an equal opportunity employer and values diversity of backgrounds and perspectives to cultivate an environment of understanding to have greater impact on our business and customers. We encourage under-represented groups to apply and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or criminal history in accordance with local, state, and/or federal laws, including the San Francisco’s Fair Chance Ordinance. Recent awards #88 on BuiltIn's Best Remote Midsize Companies to Work For in 2025 BuiltIn Best Remote Midsize Companies to Work For in 2024 BuiltIn Best Midsize Companies to Work For 2022

Related Categories

Related Job Pages

More Business Analyst Jobs

Full TimeRemoteTeam 201-500Since 2014H1B No Sponsor

• ¡Trabaja en DaCodes! • Somos una firma de expertos en software y transformación digital de alto impacto. • Durante 10 años hemos creado soluciones enfocadas en la tecnología e innovación gracias a nuestro equipo de casi 300 talentosos #DaCoders, incluyendo desarrolladores, arquitectos, diseñadores UX/UI, PMs, QA testers y más. • Nuestro equipo colabora en proyectos con clientes en LATAM y Estados Unidos, logrando resultados sobresalientes. • En DaCodes, tendrás la oportunidad de impulsar tu desarrollo profesional, trabajar en diversos proyectos dentro de distintas industrias, y contribuir al diseño, implementación y optimización de infraestructuras en la nube. • Nuestros DaCoders tienen un gran impacto en el éxito de nuestro negocio y el de nuestros clientes. • Serás el experto que participará en nuestros proyectos y tendrás acceso a startups disruptivas y marcas globales.

Mexico
$1.2K / month
Job Closed

Role Description The Business Excellence Associate will work with teams like IT, Finance, HR, Client Management, and Leadership to help improve internal processes and workflows across Eva. This role is perfect for someone who enjoys solving problems, improving systems, organizing processes, and finding more efficient ways of working. We’re looking for someone who is curious, organized, detail-oriented, and eager to learn. The ideal candidate enjoys: - Asking questions - Identifying problems - Documenting processes clearly - Helping teams work more efficiently They should also be comfortable: - Collaborating with different teams - Following up on tasks - Supporting projects from planning to implementation Qualifications - Bachelor’s degree in Industrial Engineering, Management Engineering, Business Administration, or a related field - 0–2 years of experience in process improvement, project coordination, data analysis, internal systems, or a similar role - Strong analytical thinking and problem-solving skills - Ability to understand complex workflows and simplify them into clear steps - Strong attention to detail and documentation skills - Comfortable working with spreadsheets, data, dashboards, and business tools - Good communication skills in English - Ability to work with multiple teams and manage different priorities - Interest in process improvement, automation, reporting, and internal systems - Willingness to learn new tools and take ownership of assigned tasks Requirements - Analyze existing workflows across different departments and identify improvement opportunities - Support process improvement projects related to IT, Finance, HR, Client Management, and internal company workflows - Create and maintain process documentation, SOPs, flowcharts, checklists, and internal guidelines - Work with department leaders to understand current challenges and suggest practical improvements - Help make internal workflows more structured, measurable, and scalable - Support automation and system improvement projects using tools such as Google Sheets, Excel, ClickUp, dashboards, and internal systems - Assist in defining, tracking, and improving KPIs, process metrics, and reporting structures - Collect requirements from different teams and translate them into clear workflow or system needs - Identify repetitive manual tasks and suggest better tool-based or system-based solutions - Support data quality, reporting accuracy, and internal visibility across the company - Help improve approval flows, task ownership, handoff points, and follow-up mechanisms - Prepare reports, presentations, and improvement recommendations for management - Support internal audit, compliance, and control-related processes when needed - Follow up on assigned projects and help ensure improvements are implemented properly Benefits - Experience with Google Sheets, Excel, ClickUp, Looker Studio, or similar tools - Familiarity with SOP creation, process mapping, flowcharts, and workflow documentation - Basic understanding of dashboards, data structures, or no-code/low-code tools is a plus - Experience in a remote or international company environment is a plus - Internship or project experience in process improvement, finance workflows, IT workflows, HR workflows, or reporting is a plus Success in This Role Looks Like - Internal workflows become clearer, more documented, and easier to follow - Manual work is reduced through better tools, automation, and structure - Teams have clearer responsibilities, approval steps, and follow-up mechanisms - Reports and data become more accurate and easier to track - Internal systems become more scalable as Eva grows - Department leaders receive practical support in improving their daily workflows - Process gaps, inefficiencies, and risks are identified earlier and addressed more effectively

Worldwide
Aston Carter logo

Senior Business Analyst

Aston Carter

Aston Carter, formerly Stephen James Associates, is a privately-held company founded in 1997 to deliver world-class staffing and professional talent services to

Business Analyst58 days ago
ContractRemoteTeam 1,001-5,000

Role Description The Senior Analyst, CX Strategy & Insights plays a critical role in capturing, connecting, and translating customer experience signals into measurable business outcomes across priority customer journeys. This position focuses on building and optimizing customer listening systems, generating actionable insights from customer and operational data, and driving tangible improvements in customer journeys and operational performance. The role emphasizes execution and measurable impact, ensuring that insights lead to improved customer experience, reduced repeat contact, and lower cost-to-serve rather than reporting output alone. - Own end-to-end journey analytics and customer experience measurement across priority member and client journeys, such as Account Access, Claims, Client, and Card journeys. - Integrate digital behavior data, contact drivers, and experience metrics to provide a comprehensive, unified view of the customer journey. - Design, implement, and scale transactional listening systems using Qualtrics or similar platforms to capture customer feedback at key journey steps. - Develop and deploy transactional surveys aligned to critical journey steps to capture real-time customer sentiment and experience. - Implement digital intercepts across critical customer touchpoints to gather in-context feedback and behavioral signals. - Instrument and manage session replay tagging to capture detailed behavioral data and identify friction points within digital experiences. - Maintain complete listening coverage across customer journeys, ensuring visibility into instrumentation and proactively identifying and addressing gaps. - Analyze Voice of Customer (VoC), digital, and operational data to identify root causes of customer friction, repeat contact, and suboptimal experiences. - Translate complex analytical findings into clear, actionable recommendations tied to measurable business impact and defined outcomes. - Convert customer insights into structured action plans, assign ownership, and establish measurable success metrics for each initiative. - Maintain structured work tracking for all initiatives, documenting priorities, milestones, progress updates, and results to ensure transparency and accountability. - Drive accountability and execution discipline across initiatives by monitoring progress, escalating barriers, and reinforcing commitments to action. - Deliver weekly CX reporting, including performance trends, variance analysis, root cause insights, and status updates on actions in progress and their expected impact. - Produce CX insight deliverables such as newsletters, deep-dive analyses, and presentations that clearly communicate performance, pain points, root causes, and recommended actions. - Partner closely with Product, Operations, Technology, and CX teams to validate insights, remove execution barriers, and ensure timely implementation of identified actions. - Operate independently to structure ambiguous problems, define analytical approaches, and drive execution without requiring ongoing direction. - Leverage CX analytics, journey analytics, product analytics, and financial analysis to support decision-making and quantify the value of CX initiatives. - Use SQL and other data query tools to extract, transform, and analyze data from multiple sources to support CX insights and reporting. - Prepare and deliver stakeholder communications and executive reporting that present insights, recommendations, and outcomes in a clear and compelling manner. - Utilize data visualization tools and techniques to present complex data and insights in an intuitive and actionable format. - Explore and apply AI automation opportunities where appropriate to enhance efficiency in data analysis, reporting, or CX operations. Qualifications - Bachelor’s degree required, with a preference for analytics, data, or technical disciplines. - 4–7+ years of experience in customer experience (CX) analytics, product analytics, or journey analytics. - Hands-on experience with Qualtrics or similar customer experience platforms, including designing and deploying transactional surveys. - Proven experience implementing digital intercepts across customer journeys to capture real-time feedback. - Experience instrumenting and utilizing session replay and behavioral tracking tools to understand digital customer behavior. - Demonstrated experience working with Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Voice of Customer (VoC) data. - Experience analyzing contact center data, including call drivers, repeat contact, and Average Handle Time (AHT). - Experience with digital funnel and journey analytics, including identifying drop-off points and optimization opportunities. - Strong proficiency in SQL and data querying for extracting and manipulating data from multiple sources. - Experience in CX analytics, journey analytics, and product analytics, with the ability to connect insights to business outcomes. - Ability to perform data analysis, reporting, and financial analysis to quantify impact and support business cases. - Strong stakeholder communication skills, with experience presenting insights and recommendations to Senior or executive audiences. - Experience creating executive reporting and data visualizations that clearly convey trends, root causes, and recommended actions. - Ability to operate independently, structure ambiguous problems, and drive initiatives from insight through execution. - At least 4+ years of analysis experience in relevant domains. Requirements - 7+ years of experience in CX analytics, product analytics, or journey analytics is highly desirable. - Experience in the financial technology (FinTech) industry or with customer survey programs is a strong advantage. - Extensive hands-on experience with NPS, CSAT, and Voice of Customer (VoC) data in complex customer environments. - Advanced proficiency with Qualtrics, including complex survey design, logic, and integration with digital channels. - Strong SQL skills and experience working with large datasets and complex data environments. - Experience with AI automation to enhance data analysis, reporting, or customer experience processes. - Experience with data visualization tools and techniques to create intuitive dashboards and reports. - Background in financial analysis to quantify the value of CX improvements and support investment decisions. - Proven ability to manage multiple initiatives simultaneously while maintaining structured tracking and prioritization. - Experience producing CX insight outputs such as newsletters, deep dives, and storytelling presentations for diverse audiences. Benefits - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Company Description Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

United States
$80 - $125 / hour
Job Closed

Role Description Responsible for gathering, analyzing, and documenting business requirements for the SFS Client Portal project. The BA works closely with stakeholders to understand client needs, translates them into functional specifications, and collaborates with development and QA teams to ensure successful portal delivery. Also supports UAT, identifies process improvements, and ensures the solution aligns with business objectives and client experience goals. - Gather and document business and functional requirements - Liaise between stakeholders, clients, and technical teams - Create user stories, process flows, and specifications - Support testing (UAT) and issue resolution - Ensure project deliverables meet business needs Deliverables - Functional & Non-Functional Requirements - User Stories - Wireframes / Screen Mock-ups - Requirements Traceability Matrix - Test Cases - Assessment of procurement considerations in alignment with SNB procurement policies. Expectations - Support the software development team. - Support the creation of reports using project data. - Work with both client and development team members to elicit requirements, write user stories, define goals, document requirements, and analyze business functions to become familiar with the business domain. - Identify business workflows and determine stakeholder needs. - Author test case specifications, requirements traceability documentation, and contribute to the compilation and execution of test plans. - Support and contribute to the Agile practices adopted by the development team.

Canada