• Provide Salesforce Architecture recommendations to stabilize the environment. • Drive integration with ERP solutions to decouple Salesforce functionality. • Administer and maintain Salesforce platform including user account management and security settings. • Configure Salesforce objects, fields, workflows, and process automation for business needs. • Provide ongoing support and training to end-users to ensure effective adoption. • Collaborate with cross-functional teams to gather requirements and translate them into system solutions. • Perform system monitoring, troubleshooting, and performance optimization. • Implement data management best practices including deduplication and cleansing. • Create and manage reports, dashboards, and analytics for business decision-making. • Stay updated on new Salesforce features and recommend improvements. • Assist in system integrations with third-party applications. • Ensure compliance with Salesforce best practices, governance, and security protocols.

Role Description The Actuarial Analyst I is responsible for providing timely, accurate, and actionable data and analysis supporting the department, area, and corporate key initiatives. - Develops actionable recommendations to management relative to all analysis - Calculates profitability reports on appropriate business segments - Performs regular and ad-hoc analysis to identify opportunities to improve efficiency and affordability - Performs regular and ad-hoc analysis/studies to evaluate assumptions used in other processes - Participates in cross functional teams to address key issues facing the organization - Prepares monthly calculation of the company's IBNR reserves - Evaluates government reimbursement process to determine areas of risk and opportunity - Participates in initiatives to improve operating results - Initiates key analysis to improve overall MLR results - Performs other duties as assigned Qualifications - Bachelor's degree in actuarial science, mathematics, economics or a related field is required - Strong database (SAS or Access) experience is preferred - Managed Care or healthcare experience is preferred Requirements - Intermediate interpersonal/verbal communication skills and a high level of professionalism - Intermediate written communication skills - Intermediate ability to work independently and within a team environment - Intermediate ability to work in fast paced environment with changing priorities - Intermediate ability to remain calm under pressure - Intermediate proficiency level with Microsoft Excel - Intermediate proficiency with Microsoft Suite to include, Word, Power Point and Outlook - Basic ability to effectively present information and respond to questions from peers and management - Basic ability to analyze and interpret financial data in order to coordinate the preparation of financial records - Basic knowledge of SQL, SAS, R, or other data manipulation software - Effective problem-solving skills with attention to detail - Effective listening and critical thinking skills Licensure and Certification - A minimum of one exam passed under the Society of Actuaries Exam Syllabus is required; exam SRM via transition credit does not meet this requirement - Active pursuit of an actuarial designation (ASA) is required Working Conditions - General office environment; may be required to sit or stand for extended periods of time Compensation Range - $62,700.00 - $100,400.00 - In addition to base compensation, you may qualify for a bonus tied to company and individual performance. - We are highly invested in every employee’s total well-being and offer a substantial and comprehensive total rewards package. Compensation Type - Salary Organization Level Competencies - Fostering a Collaborative Workplace Culture - Cultivate Partnerships - Develop Self and Others - Drive Execution - Influence Others - Pursue Personal Excellence - Understand the Business This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.

**About the role** Partner with Product and Engineering to shape product decisions through measurement of user behaviour, funnel performance, feature impact, experimentation, and conversion. Turn product data into clear recommendations on what to build, improve, stop, or test next. **Performance objectives** *Objective 1 - Own product analytics and KPIs* Outcome: Clear, ongoing visibility into activation, engagement, conversion, retention, and feature adoption across the platform. Typical tasks: - Own analytics across onboarding, rankings, quizzes, comparisons, firm pages, and checkout flows. - Define and monitor product KPIs. - Maintain product dashboards used by Product, Engineering, and Leadership. - Investigate anomalies and surface trends weekly. *Objective 2 - Build and maintain product funnels* Outcome: Drop-off points are identified faster; the biggest conversion opportunities are surfaced and prioritised. Typical tasks: - Build product funnels end-to-end across the platform. - Identify friction points and quantify their impact. - Turn findings into prioritised recommendations for Product and Engineering. - Validate funnel improvements pre/post change. *Objective 3 - Lead experimentation* Outcome: Stronger experimentation culture; product decisions are validated rather than debated. Typical tasks: - Design, analyse, and document A/B tests. - Help build PFM's experimentation framework. - Quantify feature impact pre- and post-launch. - Train product and engineering teams on test design. *Objective 4 - Communicate insights to drive decisions* Outcome: Product, Engineering, and Leadership are aligned on shared evidence; high product-team satisfaction with insight quality. Typical tasks: - Produce product performance updates with strong visual storytelling. - Partner on roadmap prioritisation and launch measurement. - Define tracking requirements before features ship. - Present findings in product reviews and leadership forums. **Reporting cadence** - Reports to: Konstantinos Kattidis, Head of Data & Analytics. - Direct reports: None. - Key cross-functional partners: Product, Engineering, Leadership, Marketing. - Upward reporting cadence: Weekly 1:1 with Head of D&A; sprint-level product reviews; quarterly OKR review.

Role Description Partner with Product and Engineering to shape product decisions through measurement of user behaviour, funnel performance, feature impact, experimentation, and conversion. Turn product data into clear recommendations on what to build, improve, stop, or test next. Performance Objectives - Objective 1 - Own product analytics and KPIs - Clear, ongoing visibility into activation, engagement, conversion, retention, and feature adoption across the platform. - Own analytics across onboarding, rankings, quizzes, comparisons, firm pages, and checkout flows. - Define and monitor product KPIs. - Maintain product dashboards used by Product, Engineering, and Leadership. - Investigate anomalies and surface trends weekly. - Objective 2 - Build and maintain product funnels - Drop-off points are identified faster; the biggest conversion opportunities are surfaced and prioritised. - Build product funnels end-to-end across the platform. - Identify friction points and quantify their impact. - Turn findings into prioritised recommendations for Product and Engineering. - Validate funnel improvements pre/post change. - Objective 3 - Lead experimentation - Stronger experimentation culture; product decisions are validated rather than debated. - Design, analyse, and document A/B tests. - Help build PFM's experimentation framework. - Quantify feature impact pre- and post-launch. - Train product and engineering teams on test design. - Objective 4 - Communicate insights to drive decisions - Product, Engineering, and Leadership are aligned on shared evidence; high product-team satisfaction with insight quality. - Produce product performance updates with strong visual storytelling. - Partner on roadmap prioritisation and launch measurement. - Define tracking requirements before features ship. - Present findings in product reviews and leadership forums. Reporting Cadence - Reports to: Konstantinos Kattidis, Head of Data & Analytics. - Direct reports: None. - Key cross-functional partners: Product, Engineering, Leadership, Marketing. - Upward reporting cadence: Weekly 1:1 with Head of D&A sprint-level product reviews; quarterly OKR review. Compensation - $2,500–$4,500 / month gross Location & Work Setup - Remote, with strong overlap with CET hours (4+ hours of overlap). - Working hours: roughly 9 AM – 6 PM CET, with reasonable flexibility. - Employment type: Full-time. Qualifications - Must have 2+ years of experience as a Product Analyst or Data Analyst on a product team. - Strong SQL and product analytics tooling (PostHog, Amplitude, Mixpanel, or similar). - Experimentation design and A/B testing experience. - Statistical thinking - comfortable with significance, power, segmentation. - Visual storytelling skills - can turn data into a clear narrative. - Excellent async written communication - we are remote-first. Nice to Have - Prior experience in fintech, prop trading, or B2C SaaS. - Familiarity with attribution and funnel analytics at scale. - Experience defining and validating product hypotheses end-to-end. - Commercial mindset focused on outcomes, not just metrics. Hiring Stages - 1. Application screening: We carefully review all applications to identify candidates whose background aligns with the role’s requirements. You’ll receive a timely and transparent update on your application status. - 2. Video intro + role fit questionnaire: A short async step - no scheduling required. You'll record a brief video introduction and complete a written questionnaire. This helps us understand who you are, your relevant background, and how your experience aligns with the role without either side committing to a live call upfront. - 3. Discovery HR Interview: A conversation with our HR team focused on company and culture match. We'll walk you through how PFM works, what remote ownership looks like in practice, and what success in this role looks like. You'll have plenty of space to ask questions and share your goals. - 4. Real-world task: A scoped exercise using real PFM product data. Expect to work with user behavior, funnel metrics, or feature performance - the kind of challenges you'd actually encounter in this role. - 5. A deep-dive Professional interview: You will meet the Head of Data & Analytics at PFM to focus on your product analytics expertise - how you define and track metrics, interpret user data, and translate findings into decisions that shape the product roadmap. - 6. Functional Interview: A broader professional conversation exploring how you collaborate with product managers and designers, communicate insights to non-technical stakeholders, and approach ambiguous product questions with limited data. - 7. Peer & values conversation: A cross-team interview evaluated against PFM's structured values scorecard. You'll meet a peer and a bar raiser from outside the immediate team. Before Applying - If you don’t meet every single qualification but believe you can excel in the role based on what it requires - we encourage you to apply. - We are an equal opportunity employer and welcome applicants from all backgrounds, experiences, and perspectives. - Even if it’s not listed as a formal requirement, we truly value candidates who have clear familiarity with the prop trading industry and us, our mission and what we do. Not the Right Fit for This Role? If this role isn’t the right match but you have experience in trading operations, customer success, compliance, support, partnerships, or a related area - we still want to hear from you. Join our Talent Pool and we’ll reach out when a relevant role opens. Every submission is reviewed, and the pool is always the first place we look before opening a new search.