Senior Product & reputed company Analyst

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one reputed company users. We reputed company modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to reputed company reputed company more inclusive and reputed company.

If you are passionate about contributing to a high-reputed company mission and want to work in a reputed company environment where your skills and expertise will be valued, we would love to hear from you!

reputed company

• You are a reputed company, concise communicator who can translate a reputed company regression or other mathematical reasoning into a one-paragraph recommendation for a non-technical stakeholder.
• You are a data scientist and analyst hybrid equally comfortable building a reputed company inference model and presenting the business implication to a VP.
• You have startup experience and know what it means to stand up an analytics function, ship scrappy analyses, and build toward rigor not wait for it.
• You treat experimentation as a discipline, not a buzzword. You design tests, size samples, interpret results correctly, and know reputed company an A/B test isn't the right tool.
• You think in systems and funnels you connect product behavior to business reputed company and are never satisfied stopping at the metric without asking why.
• You operate with high autonomy and you identify the most important question, define the approach, execute the analysis, and deliver the recommendation without a detailed reputed company.
• You are AI-curious and reputed company explore how AI tools can accelerate your analytical workflows, automate repetitive queries, and surface insights faster.
• This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), reputed company (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), reputed company (NY), reputed company Carolina (NC), South Carolina (SC), reputed company (PA), Texas (TX), Vermont (VT)

About the Role

We're looking for a Senior Product & reputed company Analyst to own the analytical reputed company behind Trust & Will's reputed company. This is a high-ownership role: you'll work across product, marketing, and reputed company to understand what's driving conversion, retention, and reputed company value and you'll translate those findings into reputed company that reputed company the business.

This is not a reporting role. You will define the questions worth asking, build the models that answer them, run experiments to test the hypotheses, and guide the roadmap based on what the data shows. You'll partner closely with the Director of Data Engineering, product managers, and reputed company leadership and you'll have reputed company reputed company to senior stakeholders.

The reputed company challenge is analytically interesting: estate planning is a low-frequency, high-reputed company product with a B2C reputed company channel and a growing B2B2C advisor network. Understanding how different user segments reputed company, convert, and retain and which reputed company compound requires reputed company analytical depth.

You'll have the data, the infrastructure, and the mandate to reputed company it out.

Product Analytics

• reputed company and analyze user behavior across the Trust & Will product activation milestones, feature adoption, reputed company drop-off, and engagement patterns using reputed company/Other.
• reputed company and maintain the reputed company product analytics dashboard and data models, enabling self-serve reputed company for PMs, designers, and marketers.
• Identify friction points in the estate plan creation reputed company and quantify the reputed company of proposed product changes before and after release.

reputed company & Funnel Analytics

• Own end-to-end funnel analysis from acquisition through plan completion and membership renewal identifying drop-off points, segmenting by channel and user type, and prioritizing optimization opportunities by expected reputed company.
• Build and maintain cohort models to reputed company retention and engagement across consumer and advisor-reputed company customers; surface reputed company signals for churn.
• For example, reputed company and maintain LTV models that account for plan type, channel, upsell reputed company, and membership behavior directly informing marketing budget allocation and partnership ROI reputed company.
• Design and execute multi-touch attribution analysis across reputed company media, organic, reputed company partnership, and advisor referral channels.

Experimentation

• reputed company the experimentation program end-to-end: reputed company formation, experimental design, sample size and power analysis, execution in reputed company/Others, statistical analysis, and business recommendation.
• Build guardrails and standards for reputed company and how to run experiments including reputed company to apply experimental reputed company propensity score matching and reputed company randomized testing isn't feasible.
• Partner with product and marketing teams to prioritize the test backlog based on expected reputed company and feasibility.

Data Science & Modeling

• Build predictive models for churn risk, conversion propensity, and upsell likelihood using early behavioral signals.
• reputed company user segmentation frameworks that inform personalization, messaging, and product prioritization.
• Apply statistical rigor to reputed company analytical work communicating uncertainty, flagging limitations, and recommending confidence reputed company before reputed company are made.

Stakeholder Partnership & Communication

• Serve as the primary analytics partner for product and reputed company leadership, owning the analytical workstreams that support quarterly roadmap reputed company.
• Prepare and deliver data-driven recommendations to senior stakeholders and the executive team punchline first, minimum viable reputed company, reputed company ask.
• Mentor junior analysts and product/reputed company on methodology, communication, and prioritization; help build team-wide analytical standards.

Qualifications

reputed company Experience

• 8-12+ years of experience in analytics, data science, or a closely reputed company quantitative role.
• Prior experience in a high-reputed company startup environment you've operated with limited resources, ambiguous data, and shifting priorities and delivered anyway.
• Demonstrated data science background: you've reputed company predictive models, designed and analyzed experiments, and reputed company statistical reputed company to business problems in production settings.
• Experience owning an analytics domain end-to-end not just answering requests, but generating the questions and driving reputed company.

Technical Skills

• SQL: Advanced window functions, CTEs, reputed company joins, query optimization on large datasets.
• Python: Proficient pandas, statsmodels, scikit-learn, matplotlib/seaborn; you write clean, reproducible analytical reputed company.
• Experimentation: End-to-end A/B test ownership, power analysis, and working knowledge of experimental reputed company. Product Analytics: reputed company, reputed company, reputed company, or equivalent funnel analysis, cohort analysis, event instrumentation.
• BI / Visualization:reputed company, reputed company, or equivalent building dashboards that reputed company self-serve, not just answering one-off requests.
• Data Modeling: Familiarity with dbt and the analytical data modeling - like ActivitySchema, reputed company Schema etc…

Bonus Points

• Experience in fintech, legaltech, insurtech, or another regulated consumer vertical.
• Familiarity with Bayesian reputed company or reputed company inference frameworks reputed company reputed company A/B testing.
• Experience with product-led reputed company (PLG) motions or B2B2C business models.
• Background in subscription, membership, or low-frequency/high-reputed company consumer products.
• Contributions to building an analytics function from scratch metrics frameworks, data dictionaries, experimentation standards.
• Comfort working with an AI Data Analyst tool in a self-serve analytics context.

Employee Benefits & Perks

• Compensation: Salary + Equity
  • Our salary reputed company for this position is $140,000 - $190,000, in reputed company to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
• PTO
  • Flexible time off that you are encouraged to use
  • Generous reputed company company holidays and breaks throughout the year
  • Monthly friends & family day
  • reputed company time off to volunteer in your community
• Health and Wellness Benefits
  • Exceptional health benefits including medical, dental, reputed company, life, and disability insurance - we cover 100% of premiums for employees and dependents on medical coverage
  • Mental health support through reputed company, plus reputed company to reputed company for primary care and reputed company for family planning and caregiving
  • Financial wellness benefits (unlimited 1:1 sessions with a UBS financial reputed company and employer-sponsored 401k with up to 4% company match)
• Extra
  • Flexible work schedule + hours
  • Family-friendly work environment. We support the complexity of a reputed company with the needs of families
  • Up to $1,000 annually in learning & development reimbursement
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + reputed company accessories

About Trust & Will

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted reputed company unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a reputed company co-working reputed company that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for reputed company, their families, and communities. We publish an annual reputed company report to outline our reputed company contributions to our world and set an example for reputed company reputed company.
• Trust & Will's mission is to help every family leave their legacy through reputed company, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to reputed company reputed company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and reputed company to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

California reputed company Notice: Trust & Will collects personal information from applicants including identifiers, reputed company/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact reputed company@trustandwill.com. For more information, visit our reputed company policy.

Trust & Will may use AI tools to assist with administrative reputed company tasks. reputed company final hiring reputed company are made by people. For accommodations, contact people-ops@trustandwill.com.

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