Pathward · 2 hours ago
Director, Business Analysis
United States
Full-time
Remote
Mid, Senior Level
$104K/yr - $174K/yr
7+ years expPathward is a financial empowerment company dedicated to creating financial inclusion for all. The Director of Business Analysis will develop and execute a comprehensive data and analytics strategy for the Customer Success organization, while leading a team of data professionals to drive insights and support decision-making across the organization.
ConsultingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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-making
Demonstrated ability to lead cross-functional teams and manage complex projects
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 goals
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
Learns quickly when faced with new situations, extracts lessons from failures and mistakes
Sets objectives to align with organization goals; breaks down objectives into appropriate initiatives and 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
Preferred
Experience with cloud-based analytics platforms (e.g., AWS, Google Cloud, Azure) is a plus
Benefits
Health insurance
401(k) retirement benefits
Life insurance
Disability benefits
Paid time off
And more
Company
Pathward
Pathward is a financial firm that provides investment strategies to promote business growth for organizations.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brett Pharr
Chief Executive Officer
Greg Sigrist
Chief Financial Officer
Recent News
2025-12-15
2025-12-15
2025-12-04
Company data provided by crunchbase