Wealthsimple
Toronto
201-500 employees
Powerful financial tools to help you grow and manage your money.
Other Open Roles
Prior Listings
Client Experience Data Analyst
Client Experience Data Analyst
This job is no longer open
Wealthsimple is on a mission to help everyone achieve financial freedom, no matter who they are or how much they have. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque, and expensive and makes them simple, transparent, and low-cost. We're the company behind some of Canada's leading digital financial products and are growing faster than ever.
Our team is reimagining what it means to manage your money. Smart, high-performing team members will challenge you to learn and grow daily. We value great work and great ideas — not ego. We're looking for talented people who love a fast-paced environment and want to ship often and make an impact with groundbreaking ideas.
At Wealthsimple, we are building products for a diverse world, and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.
In this role, you'll have the opportunity to:
- Understand Wealthsimple’s client success data schema and leverage data to help inform the team and solve problems.
- Own reporting and analysis for the Client Experience team to develop performance metrics, generate insights, and identify key drivers around customer complaints and feedback.
- Build, audit, and make continuous improvement to existing dashboards via regular review with key stakeholders.
- Develop documentation around analytics processes and own the data dictionary for the Client Experience team.
- Deliver concise insights and analysis of key metrics to Client Experience leadership, ensuring key drivers, issues, and required actions are clearly understood. Tell a compelling story behind the data through relevant insights, conclusions and recommendations.
- Conduct adhoc deep dive analysis focused on analyzing the impact of client experience pilots and scaling projects.
We're looking for someone who brings:
- Data Analytics Experience - Experience in Data Analytics or Business Insights. Experience working with Customer Support and/or Sales organizations is an asset.
- Data & analytics: Strong analytical skills with superior attention to detail and demonstrated ability to drive insights into actionable recommendations. Proficiency with SQL and the ability to develop elegant and user friendly visualizations.
- Collaboration: Excellent interpersonal skills and an ability to work cross-functionally with a wide range of stakeholders.
- Action orientation: A clear bias for action and ability to act without being told what to do, takes full ownership over work and seeks help and input when needed.
- Communication: Is an excellent communicator and able to convey complex ideas succinctly and with great precision.
- Passion for clients: Is incredibly passionate about our clients and our products.
- System Experience: experience with business intelligence tools like Periscope; Salesforce; Zendesk; Visualization tools (Tableau, Looker, Power BI); and Statistical analysis tools (Python, R, etc.) considered an asset.
This job is no longer open