Funnel Analytics Manager
EXL · San Diego, CA · 2 days ago
HybridAnalyst$120k/yrFull-time
Responsibilities
- 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
Requirements
- 5+ years of relevant experience in analytics or data science within fintech, financial services, or a data-driven consumer or B2B environment
- SMB experience for large loans & channel partner as lead referral or some other more complex funnel like mortgage etc.
- Experience building ML models, deployment and monitoring. MLOps knowledge is also highly preferred
- Very strong DS/analytical skills to understand the process and drive analytical optimization of it
- 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
Qualifications
- Bachelor’s degree in related quantitative fields such as Data Science, Statistics, Mathematics, Economics, Finance, or Engineering required