Project Manager – Funnel Analytics & Optimization

Roles & Responsibilities:

As the Project Manager – Funnel Analytics & Optimization, you will own end-to-end funnel analytics across acquisition, application, underwriting, and funding for a small-business lending portfolio. You will identify friction points and operational bottlenecks, design measurement frameworks, and run test-and-learn experiments to improve conversion, cycle time, and customer outcomes—while maintaining strong risk discipline. You will partner with client and internal stakeholders across Risk, Operations, Product, Engineering, and AI teams to translate insights into scalable process changes, automation, and AI-agent solutions.

Analyze end-to-end funnel performance across acquisition, application, underwriting, and funding stages to identify conversion trends and structural inefficiencies Design and maintain analytical frameworks to monitor funnel health, conversion rates, and customer drop-off patterns Identify root causes of customer attrition and dropout at each funnel stage using quantitative analysis and cohort-based methodologies Drive a statistical approach to assessing information value of each funnel step v customer attrition and drop out Support test-and-learn initiatives, including A/B testing and controlled experiments, to measure the impact of funnel optimization efforts Partner closely with process owners & AI team to deploy automation and AI agent solutions to fundamentally enhance funnel efficiency Deploy game theory or other relevant statistical frameworks to enhance take up rate of client offers by channel partner Partner with Operations, Underwriting, and Product teams to design and evaluate strategies that reduce customer friction and improve completion rates Develop segmentation and behavioral analyses to identify populations with elevated dropout risk or conversion opportunity Translate analytical findings into clear, actionable recommendations for senior leadership and cross-functional partners Monitor post-implementation results to ensure sustained improvement and surface second-order impacts on risk, cost, and customer experience