Own the investigation lifecycle; take a signal from definition through root-cause analysis to a written recommendation
Connect data and context; frame the right questions with analytics and understand the full picture with carrier partner teams
Independently analyze each opportunity’s revenue impact, root cause, urgency
Produce intelligence artifacts; document the problem, why it's happening, what we should do, and what it's worth
Partner with the product team; translate findings into clearly prioritized opportunities for product managers to act on them

3+ years in payment analysis, payment operations, or financial reconciliation ideally at a payments company, SaaS platform, or fintech
Payments-fluent; know what an ACH return code means, why a reconciliation breaks, how retry logic works, and what a chargeback lifecycle looks like
Investigative by nature; dig into discrepancies and trace issues across complex, multi-party payment flows
Clear communicator; comfortable owning external relationships with partner’s finance teams and coordinating across internal stakeholders
Process-minded; see manual work and immediately think about how to systematize and document it
Self-directed; thrive with ownership and autonomy; manage multiple workstreams simultaneously

Competitive salary and equity based on role
Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs
100% paid-premium option for medical, dental, and vision insurance
Lifestyle stipend to support your physical, emotional, and financial wellbeing
Flexible work-from-home policy and open to remote
Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting
Employee-led diversity, equity, and inclusion initiatives

Payments Product Analyst

Key skills