Director, Business Analysis

About the Role:

Responsible for the development and execution of a comprehensive business data and analytics strategy and roadmap for the Customer Success organization; including data quality, literacy and reporting. Drives the adoption of the enterprise data platform and adherence to data governance frameworks within the Customer Success organization. Build and lead a team of data professionals, highly capable of understanding data and how to use it.

What You Will Do:

• Develops and executes the Customer Success organization’s data and analytics strategy that enables the business’ strategic and tactical objectives while driving insights that empower leadership to make informed
• Defines, establishes, and documents standards around sources of truth, metrics, processes, and
• Defines, establishes, and documents standards around the proper and appropriate uses of lending data both within and outside of Customer Success.
• Implements process and quality improvement efforts across Customer Success and provide support to inter-dependent process improvements outside of Customer Success.
• Designs and implements dashboards, visualizations, and reports that distill complex information into actionable insights. Establishes reporting standards and guidelines, including metric definitions, calculation methods, and limitations.
• Partners with senior leadership across Customer Success to provide data solutions that report KPIs, track performance, and ensure the data and insights provided align with key business goals and
• Leads the formulation and execution of Customer Success data and analytics strategy, balancing self-service capabilities with core reporting Oversees the roadmap, prioritize initiatives, and manage stakeholder alignment to ensure timely delivery of data and reporting solutions.
• Assists Customer Success business leaders to define, establish, and track KPIs, through the use and understanding of available Leads efforts to measure success, diagnose progress, and inform decision-making across the organization.
• Collaborates with cross-functional teams to ensure data collection and analysis are optimized for business initiatives. Provides timely insights that support key functions.
• Collaborates with SVP, Client Services & Delivery, to support teams in developing documentation for Path to Market gate approval, including business cases, KPI tracking and data needs.
• Collaborate with Pathward’s Treasury department to support asset distribution, pricing and spread strategies to maximize return on assets.
• Leads efforts to optimize data pipelines, architecture, and analytics tool set used by the Customer Success organization, in partnership with Product and Technology.
• Champions a culture of data literacy, developing tools and training programs that empower teams with the skills and access to real-time, trusted data.
• Stays ahead of emerging trends in data analytics, BI tools, and data governance practices, continuously improving Customer Success data and analytics capabilities.
• Creates predictive models and analytical frameworks that enable proactive decision-making, helping leaders anticipate trends and make data-backed strategic decisions.
• Leads and mentors a high-performing team of business analysts.
• Guides the team to establish strong partnerships across the
• Other duties assigned.

What You Will Need:

• Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Business Analytics, or a related field.
• Typically requires 7+ years in a data analytics leadership role with a focus on strategy development, data governance, and reporting.
• 3 years of commercial and / or consumer lending experience
• Strong expertise in data visualization tools (e.g., Tableau, Power BI, Looker) and advanced analytics techniques (e.g., predictive modeling, machine learning).
• Advanced proficiency in data analysis tools and languages (e.g., SQL, Python, R).
• Solid experience in developing and executing business intelligence strategies and managing BI
• Experience defining and tracking KPIs and OKRs, and using data to inform executive decision-
• Demonstrated ability to lead cross-functional teams and manage complex
• Excellent communication and interpersonal skills, with the ability to translate complex data insights into actionable recommendations for non-technical stakeholders.
• Strong business acumen with the ability to understand and align data strategies to broader organizational
• Experience with cloud-based analytics platforms (e.g., AWS, Google Cloud, Azure) is a plus
• Ability to deal with concepts and complexity; ability to think logically and critically
• Provides clear direction and accountabilities; monitors progress and intervenes as needed to remove obstacles
• Places a high priority on developing others; develops others through coaching, feedback, exposure and stretch assignments
• Provides clear direction and accountabilities; delegates and distributes assignments and decisions; monitors progress by maintaining dialogue and focus on work and results; provides appropriate guidance and direction based on people’s capabilities
• Learns quickly when faced with new situation, extracts lessons from failures and mistakes
• Sets objective to align with organization goals; breaks down objectives into appropriate initiatives an actions
• Is effective in a variety of communication settings: one-on one, small and large groups or among diverse styles and position levels
• Uses knowledge of business drives and how strategies and tactics guide action and drive results; understands the implications of key performance indicators

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $104,000– $174,000

 
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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