Upgrade, Inc. · 2 months ago
Product Data Analyst, Servicing
San Francisco
Full-time
Onsite
Entry, Mid Level
$80K/yr - $100K/yr
1+ years expUpgrade is a company focused on helping customers with affordable financial products, having assisted over 7.5 million customers since its inception in 2017. They are seeking a Product Data Analyst to work cross-functionally, synthesize data, and streamline reconciliation processes while delivering actionable findings to improve product features and servicing-related processes.
BankingCreditFinancial ServicesFinTechMobile
Responsibilities
Work cross functionally to synthesize data and streamline reconciliation processes across pipeline teams
Deliver actionable findings and partner with product managers to prioritize solutions
Analyze borrower data and internal stakeholder requests to prioritize product defects
Troubleshoot issues to develop immediate workarounds and determine long-term solutions
Define new features and servicing-related processes with technical specs, wire frames, product flows, and procedures
Assist with system and operational documentation
Qualification
Required
1-3 years of relevant work experience, preferably in financial services or data
Advanced knowledge of SQL and Python
Experience working with relational databases and visualization tools (Tableau preferred)
Strong communication skills with ability to use qualitative and quantitative data to deliver technical and business solutions
Entrepreneurial mindset when approaching problems. Takes ownership and can lead solutioning in a fast-paced environment
Ability to lead and resolve questions and conflicts across organizational stakeholders
Adaptable to handle changing tasks based on new priorities
Prior experience with servicing systems
Benefits
100% paid coverage of medical, dental and vision insurance
Flexible PTO
Competitive 401(k) and RRSP program
Opportunities for professional growth and development
Paid parental leave
Health & wellness initiatives
Company
Upgrade, Inc.
Upgrade helps customers move in the right direction with affordable and responsible financial products.
1001-5000 employees
H1B Sponsorship
Upgrade, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (34)
2023 (31)
2022 (25)
2021 (22)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$752MKey Investors
Neuberger BermanKoch Disruptive TechnologiesMouro Capital
2025-10-16Series G· $165M
2021-11-16Series F· $280M
2021-08-11Series E· $105M
Leadership Team
Renaud Laplanche
Co-founder & CEO
Adelina Grozdanova
Co-Founder, Head of Investor Group
Recent News
Daily Star Egypt
2025-12-04
2025-12-03
2025-10-31
Company data provided by crunchbase