• You are primarily responsible for Activation & Onboarding analytics, while also helping optimize the customer journey through Retention (e.g., upsell, fintech, retention). • Meet regularly with Activation & Onboarding stakeholders to deeply understand their data needs and translate technical metrics and analyses into actionable recommendations to drive business impact. • Develop and maintain core Post-Sales data models and pipelines using SQL and dbt to ensure data accuracy and reliability for all reports. • Build, automate, and maintain dashboards and reports in our BI tool (Sigma) to track key Post-Sales KPIs, providing the Activation & Onboarding and leadership teams with the insights they rely on. • Own and maintain weekly business review (WBR) source files and underlying data pipelines, ensuring business leaders receive validated, goal-aligned reports.

• Support end-to-end data preparation and validation for HMDA LAR, NMLS MCR, and other regulatory filings • Write, optimize, and troubleshoot complex SQL queries to extract and validate large datasets from internal systems • Develop Python-based validation scripts to automate regulatory data checks and field-level calculations • Partner with US-based compliance stakeholders to ensure data accuracy, completeness, and timely submission • Perform field-level testing, reconciliation, and variance analysis across regulatory datasets • Identify root causes of data inconsistencies and collaborate with Product, Engineering, and Operations teams to remediate • Maintain structured documentation of data logic, transformations, and validation frameworks • Build reusable SQL and Python workflows to reduce manual reporting effort • Support automation of recurring regulatory processes and validation checks • Contribute to scalable data models supporting regulatory dashboards and executive reporting • Develop dashboards and visualizations (Tableau, Power BI, Looker, etc.) to monitor regulatory metrics and data quality trends • Perform structured analysis to support remediation tracking and compliance risk monitoring

• Your primary task is to help internal and external clients add (complex) tracking and fix issues that arise. • You will take extreme amounts of initiative and enthusiasm to get stuff done. • You may not know how, but you figure it out by asking the right people, googling, and experimenting. • You will be responsible for communicating with internal and external teams to win buy-in, explain issues, and communicate progress. • Implementing conversion tracking (forms, buttons, e-commerce, and anything else). • Verifying & sanity-checking conversion tracking implementation. • Debugging tracking issues and fixing them. • Checking issues with test measurement on Google Optimize, VWO, Optimizely, Hotjar. • Creating any customized reports from Analytics and other sources.

• Contributing to the development of our analytics codebase and reporting layer, covering the full customer lifecycle - from prospect acquisition to customer performance monitoring. • Collaborating with cross-functional leadership teams (Directors and C-level) to define and analyze key business metrics, translating data and market insights into actionable strategic recommendations that support business planning, pricing, product development, and market expansion. • Building comprehensive reports, advanced analytical models (including ML where relevant), and dashboards that distill complex business data to enable data-informed decision-making. • Partnering with Customer Success to design churn prevention strategies and identify cross- and upsell opportunities to maximize customer lifetime value. • Supporting Finance and RevOps teams in revenue forecasting and revenue performance monitoring.