Senior Operations Data Analyst

at SoFi

Salt Lake City, United States

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

About the Role

At SoFi, we’re on a mission to help our members achieve financial independence and reach their goals — from owning a home to paying off debt to investing for the future. Our Operations team is at the heart of delivering a world-class member experience.

We’re looking for a Senior Data Analyst to join our Operations Performance Management team. In this role, you’ll turn data into insights and insights into action. You’ll help us understand what drives performance, where we can improve, and how we can continue to deliver seamless experiences to our members.

This role will report to the leader of Ops Business Intelligence and will work closely with our Work Force Management leaders. This is a highly visible role within SoFi’s data science and Business Intelligence community and directly contributes towards key company goals and objectives. It is a hybrid role requiring 4 days in office per month.

What You’ll Do

Build, automate, and maintain dashboards, reports, and performance scorecards that measure operational performance, member experience, and CX health across multiple channels.
Partner with Operations and CX leaders to define, monitor, and evolve key performance indicators (KPIs) that align with service excellence and business objectives.
Lead the collection, analysis, and interpretation of CX operational data, including contact center metrics, resolution rates, NPS/CSAT trends, and service level performance.
Develop reporting frameworks that unify data from multiple sources (CRM, workforce management, QA, and survey tools) into cohesive, actionable insights.
Conduct variance analysis, root cause investigations, and performance deep dives to identify drivers of member friction or operational inefficiency.
Own and drive the reporting roadmap for Operations Performance Management, ensuring consistency, data accuracy, and scalability.
Translate analytical findings into strategic recommendations that influence process design, workforce planning, and continuous improvement initiatives.
Serve as a thought partner to leadership — helping define what operational excellence looks like through data.
Collaborate with Product, Engineering, Data Science, and BI teams to enhance data accessibility and automate recurring analytics.
Lead data storytelling efforts, ensuring insights are communicated clearly and persuasively to both technical and non-technical audiences.
Mentor junior analysts and cross-functional partners on best practices for data-driven performance management and visualization.
Act as a reporting leader for CX Operations, setting standards for how SoFi measures, monitors, and improves the member experience through data.

What You’ll Need

Bachelor’s degree in Data Science, Statistics, Analytics, Economics, Engineering, or a related field (Master’s preferred).
5+ years of experience in data analytics, operations analytics, or business intelligence.
Advanced SQL skills and experience with visualization tools such as Tableau, Looker, or Power BI.
Proven ability to perform root cause and variance analysis in operational settings.
Excellent communication skills — able to simplify complex data and influence non-technical audiences.
Strong business acumen and a passion for improving member experiences through data.

Nice to Have

Experience in financial services, fintech, or contact center operations.
Familiarity with Python, R, or other analytical tools.
Knowledge of process improvement frameworks (Lean, Six Sigma, etc.).

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.