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Senior Sales Analyst

| Greater Denver Area

Sr. Sales Analyst

Company Summary: 
Personal Capital is the pioneer and market leader in digital wealth management, disrupting the traditional $30 trillion U.S. wealth management market. The company is a hybrid of technology driven advice complemented with human advisors, delivered virtually and directly to the consumer. Our free personal finance app is utilized by over a million users helping them track over $650 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $8 billion in personalized investment portfolios for families in the U.S. Personal Capital has raised over $200 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to execute on its vision.

The Role:

The Advisory Services Business Analyst is responsible for driving, coordinating, and executing data analytics and efficiency initiatives across multiple departments including Advisory, Product, Marketing, Data, and Finance with a core focus Personal Capital’s Advisory Services group.

The Advisory Services Business Analyst should desire to work on multiple projects simultaneously with the ability to change focus quickly. They must love extracting and transforming large amounts of data into actionable business information, making it readily available to stakeholders in an easy to understand format.

Specific duties include, but are not limited to:

  • Conduct the full suite of data analyses to uncover insights about our product and users: Cohort Analysis, Funnel Analysis, Data/User Segmentation, etc.
  • Conceptualize and maintain key performance reports and dashboards through deep data analysis with an emphasis on automation and scalability.
  • Detect trends, identify opportunities, and provide actionable insights to department leaders allowing them to make informed data-driven decisions to drive the core business.
  • Design and analyze A/B tests to drive KPI improvements.
  • Apply expertise in quantitative analysis and data visualization to tell the story behind the numbers.
  • Partner with Engineering to optimize data tracking / quality and drive data warehouse improvements.
  • Work closely with business partners to identify and analyze practical solutions through existing or new business systems.


  • Must have in-depth knowledge of and passion for business analytics and insights.
  • Bachelor's degree in Business, Marketing, Statistics, Mathematics or related quantitative field.
  • 4+ years business focused analysis experience in a Data Analyst or Business Intelligence focused role.
  • Familiarity with data analytics and reporting systems including Tableau, Redshift, Salesforce, Qualtrics, and Microsoft Office Suite.
  • Experience with SQL, R, or Python is a plus
  • Expert knowledge in analysis of business process, workflow, and modeling.
  • Ability to work closely with Senior Management and maintain strict levels of confidentiality.
  • Ability to take direction and work with autonomy.
  • Ability to exhibit strong decision making supported by quantitative data and qualitative rationale.
  • Exceptional verbal, written and listening communication skills.
  • Strong interpersonal skills, team-oriented, and collaborative.
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Technology we use

  • Engineering
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • MySQLDatabases
    • SalesforceCRM
    • MarketoLead Gen


Located in the heart of downtown Denver!

An Insider's view of Personal Capital

What are some social events your company does?

We tend to celebrate in big ways. Hitting milestones is exciting for any business, and at Personal Capital we've set aside time to rent out Lucky Strike or take the office out to a Rockie's game to celebrate our success. Our holiday parties are guaranteed to be a good time too!


Sr. Recruiter

What are some things you learned at the company?

We want our employees to grow personally and professionally. At Personal Capital, you'll learn that clients always come first. We do all we can to help our clients fulfill their financial goals. That mentality spreads to every facet of your life, outside of work we try to better our community and we take pride in donating our time.



How would you describe the company’s work-life balance?

With 9 paid holidays, weekends off, and generous PTO, there's a lot of time to enjoy living in Denver. Our Team can be found hitting the slopes every weekend or playing kickball in the Summer.


HR & Talent Acquisition Manager

What are Personal Capital Perks + Benefits

Friends outside of work
Eat lunch together
Intracompany committees
Personal Capital has an internal Charitable Giving Committee who help determine where our quarterly charitable donations will go. We also have a Women's Group that hosts periodic meet-ups!
Open door policy
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
Company Equity
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Promote from within
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