Job description
Roles & Responsibilities:
As the Project Manager – Funnel Analytics & Optimization, you will own end-to-end funnel analytics across acquisition, application, underwriting, and funding for a small-business lending portfolio. You will identify friction points and operational bottlenecks, design measurement frameworks, and run test-and-learn experiments to improve conversion, cycle time, and customer outcomes—while maintaining strong risk discipline. You will partner with client and internal stakeholders across Risk, Operations, Product, Engineering, and AI teams to translate insights into scalable process changes, automation, and AI-agent solutions.
Analyze end-to-end funnel performance across acquisition, application, underwriting, and funding stages to identify conversion trends and structural inefficiencies
Design and maintain analytical frameworks to monitor funnel health, conversion rates, and customer drop-off patterns
Identify root causes of customer attrition and dropout at each funnel stage using quantitative analysis and cohort-based methodologies
Drive a statistical approach to assessing information value of each funnel step v customer attrition and drop out
Support test-and-learn initiatives, including A/B testing and controlled experiments, to measure the impact of funnel optimization efforts
Partner closely with process owners & AI team to deploy automation and AI agent solutions to fundamentally enhance funnel efficiency
Deploy game theory or other relevant statistical frameworks to enhance take up rate of client offers by channel partner
Partner with Operations, Underwriting, and Product teams to design and evaluate strategies that reduce customer friction and improve completion rates
Develop segmentation and behavioral analyses to identify populations with elevated dropout risk or conversion opportunity
Translate analytical findings into clear, actionable recommendations for senior leadership and cross-functional partners
Monitor post-implementation results to ensure sustained improvement and surface second-order impacts on risk, cost, and customer experience
Candidate Profile:
7+ years of relevant experience in analytics or data science within fintech, financial services, or a data-driven consumer or B2B environment
Hands-on experience analyzing customer funnels, conversion metrics, or operational workflows
Demonstrated experience partnering with operations or frontline teams to translate analytics into execution
Experience supporting experimentation, measurement, and performance monitoring in production environments
Funnel and conversion analytics
Cohort analysis and customer journey analysis
Drop-off and attrition modeling
Experimentation and A/B testing
Statistical analysis and hypothesis testing
Cross-functional analytical storytelling
Strong SQL and Python (or R) proficiency; ability to work with large datasets and build reproducible analytical workflows.
Excellent communication, presentation, and story-building skills in a consulting/client-facing setup.
Demonstrated ability to lead cross-functional initiatives end-to-end and coordinate with offshore delivery teams.
Bachelor's degree in related quantitative fields such as Data Science, Statistics, Mathematics, Economics, Finance, or Engineering required.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.