Sr. Staff Data Analyst (Marketing Direct Mail)

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WHO WE ARE:

Voted one of the Top 100 Fastest Growing Companies in the Bay Area for 2020, Freedom Financial Network is a family of companies that takes a people-first approach to financial services, using technology to empower consumers to overcome debt and create a brighter financial future. The company was founded in 2002 by Brad Stroh and Andrew Housser on the belief that by staying committed to helping people, you can ensure better financial outcomes for both the customer and the business. This Heart + $ philosophy still guides the vision of our growing company, which has helped millions of people find solutions for their financial needs.

What began with 2 people in a spare bedroom has now rapidly expanded to a vibrant business that employs over 2500 employees (known internally as The Freedom Family) in two locations: San Mateo, CA and Tempe, AZ. When you visit either of our offices, you’ll understand why our employees have voted us the Best Place to Work for the last several years. It’s a place where the Heart + $ philosophy continues to thrive, where we believe that success is only achieved by doing what’s right for our customers, our employees, and our communities.

In order to create brighter futures for our clients, employees, and businesses, Freedom Financial Network holds itself to four core values that have grown out of our Heart + $ philosophy: to care for everyone around us, act with integrity every time, collaborate with everybody we work with, and get better at what we do every day.

 

THE OPPORTUNITY:

 

We are looking for a Sr. Staff Data Analyst / Sr. Marketing Analytics Manager who will be responsible for all analytic aspects of Direct Mail channel.  In this role, you will be involved in campaign execution (targeting and optimization) and campaign analytics (validation, forecasting and recommendation).  You will also collaborate with team members in assessing and developing new analytic opportunities within the broader analytics organization.

THE ROLE:

  • Conduct large scale analyses, with ownership through all stages: understand business goals and strategies, formulate the analytic approach, perform data extraction, exploration, and transformation, and translate results into actional items for the business team.
  • Leverage deep hands-on technical skills to produce analyses in various topics including, but not limited to, customer segmentation, campaign performance, marketing attribution and return on investment/ad spend.
  • Closely work with business partners on Direct Mail (DM) initiatives to ensure successful execution of campaigns.
    • Analyze DM campaign results to inform future targeting and optimization decisions
    • Iterate scoring model and perform model validation to be implemented on DM campaigns
    • Perform data operations necessary to execute campaigns
    • Develop methodologies to analyze, understand, and quantify trade-offs in marketing decision making
  • Interact with multiple functional teams across the organization to identify potential issues, implement solutions, improve throughput, and automate recurring processes.
  • Collaborate with Advanced Analytics, Data Science, and Data Engineering teams to implement predictive models into various stages of marketing funnels, particularly in adapting modern analytics techniques to offline marketing channels such as direct mail and linear television.

 REQUIREMENTS/CHARACTERISTICS:

  • 8+ years of hands-on analytic experience in the financial services industry with focus in Direct Mail
  • Hands-on experience in SQL, Python, Excel, and Tableau
  • Strong understanding on how data should be captured, stored and structured in data warehousing environment
  • Experience with data analytics and statistical modeling concepts such as multivariate regression, segmentation modeling, machine learning, data mining, simulation, optimization, and forecasting is a plus
  • An effective cross functional communicator in both written and verbal skills
  • Ability and willingness to learn in a fast-paced environment and adapt to various situation
  • Bachelor’s degree in a quantitative field such as Mathematics, Statistics, Computer Science, Econometrics or equivalent

CULTURAL FIT (Our Core Values):

Care (for everyone): We show compassion and contribute to the well-being and growth of those around us. We only pursue products that improve the financial lives of our clients.

  • Act with Integrity (every time): We take the right action even when it is hard and even when no one is watching. We treat our employees, clients, and communities the way they wish to be treated.
  • Get Better (every day): We innovate, iterate, and improve each day. We are creative, take thoughtful risks, and ultimately learn and recover from failures.
  • COLLABORATE (with everybody): We strive to work together toward a common purpose by proactively sharing information and inviting participation. We recognize the perspective of various groups and embrace healthy, constructive debate.

 WHY JOIN THE FREEDOM FAMILY?

  • Fast, continued growth – there’s a lot of opportunity for advancement
  • Voted a Best Place to Work multiple times by our employees
  • Benefits start within 30 days
  • 401k with employer match
  • 3 weeks’ paid vacation (increased with tenure)
  • 9 paid holidays & 5 sick days
  • Paid time off for volunteer work and on your birthday

This is your opportunity to be part of a growing company where dedicated professionals strive to help customers and each other succeed every day. If that sounds exciting, we want to talk to you. Apply today!

Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Freedom Financial Network (FFN) to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by FFN’s Talent Acquisition leader.

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Location

Enjoy our remote/hybrid opportunities or visit our San Mateo office that’s minutes away from any part of The Bay. The up and coming area is growing with exciting amenities and restaurants to explore and recharge.

An Insider's view of Achieve

How would you describe the company’s work-life balance?

It's important to be available when the team needs you to get the job done—that's what matters most. People have lives and responsibilities outside of work that matter to them. We work together as a team to connect in various ways and balance things out.

Andy

Senior Director Product Management

What projects are you most excited about?

We’ve recently been working on migrating our Angular applications to React. In this transition, we’ve had a lot of opportunities to learn about tools like Storybook for documenting components, NextJS for creating a more performant application, or how to build npm packages for sharing our components across applications.

Carrie

Software Engineer, Front End

What makes someone successful on your team?

If you are not curious. If you are not innovative. If you don't have a quick mind and cannot solve the problems, this is not the place for you. We are building the best tech–something you can be proud of. My team is developing something that didn't exist before and you own what you do.

Roman

Principal Engineer

What is your vision for the company?

40-50% of Americans are forgotten by financial services. They are scraping by – don't have the money for investment firms nor the desperation for payday loans. We are building better solutions, driven by technology to move these forgotten families forward.

Jeff

Managing Partner

What's something quirky about your company?

Freedom Financial is the biggest company that many have never heard of, but it is a proven business with tremendous potential. There is excellent opportunity here with a stable, healthy company that is having a lot of impact.

Shira

VP Product and Consumer Experience

What are Achieve Perks + Benefits

Achieve Benefits Overview

Achieve is committed to continually evolving our benefits and perks. We annually solicit feedback from the Achieve Family and consistently improve our offerings. In 2020 we enhanced our employee assistance program by adding Ginger, an emotional support app.

Culture
Volunteer in local community
In addition to our monetary support to local charities, members of the Freedom Family receive two days of paid time to volunteer at the charity of their choice.
Partners with nonprofits
Habitat For Humanity, Feed My Starving Children, Junior Achievement, Peninsula Family YMCA and many others.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Hybrid work model
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Mandatory training courses are provided throughout the year.
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Freedom Financial employees can contribute up to $2750 annually to their FSA.
Disability insurance
Disability insurance covers 50% of annual salary up to $5000 monthly maximum payout. There is a buy-up option which provides 60% of base monthly pay up to $10,000 per month.
Dental insurance
Our dental plan covers 100% of preventative care expenses, 80% of basic services and 50% of major services. We also offer 50% coverage of orthodontia up to $1,500.
Vision insurance
The vision benefits plan requires a $5 copay for annual eye exams with $150 allowance for glasses and contact lenses.
Health insurance
We have a variety of medical plans to choose from Aetna and Kaiser.
Life insurance
Life insurance is equal to 1 times an employee's annual salary up to $300,000.
Pet insurance
Our pet insurance policy covers up to 20%-50% of out of pocket expenses.
Wellness programs
On-site gym available to all employees including access to Peloton bikes.
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Freedom Financial Network provides employees with a 401(k) matching plan managed by ADP. We match 50% of contributions up to $5,000 per year..
Performance bonus
Most positions qualify for a quarterly bonus. Staff joining mid-quarter will be eligible for a prorated bonus.
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
We offer a generous PTO programs to all teammates. Director roles and above qualify for unlimited PTO.
Paid volunteer time
Our employees receive 2 days per year of paid volunteer time.
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Available via WageWorkx.
Some meals provided
Monthly catered lunch provided.
Onsite office parking
We offer employees free on-site parking and free electric car charging stations.
Relocation assistance
Relocation assistance is provided on a case by case basis for qualifying roles.
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Our tuition reimbursement plan offers an annual max of $5250.
Lunch and learns
Promote from within
Online course subscriptions available
Paid industry certifications

Additional Perks + Benefits

Your total well-being requires more than just health insurance. Our comprehensive benefits give you everything you need to bring your best self every day. Whether that’s mind and body support, flexible remote and hybrid work, or saving for your future, we’re committed to caring for the whole person.

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