Project Manager - Funnel Analytics

EXL is a company that specializes in analytics and operational improvement. The Project Manager – Funnel Analytics & Optimization will be responsible for managing end-to-end funnel analytics for a small-business lending portfolio, identifying operational bottlenecks, and designing measurement frameworks to enhance conversion and customer outcomes.

Responsibilities:

• 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

Requirements:

• 7+ years of relevant experience in analytics or data science within fintech, financial services, or a data-driven consumer or B2B environment
• Hands-on experience analyzing customer funnels, conversion metrics, or operational workflows
• Demonstrated experience partnering with operations or frontline teams to translate analytics into execution
• Experience supporting experimentation, measurement, and performance monitoring in production environments
• Funnel and conversion analytics
• Cohort analysis and customer journey analysis
• Drop-off and attrition modeling
• Experimentation and A/B testing
• Statistical analysis and hypothesis testing
• Cross-functional analytical storytelling
• Strong SQL and Python (or R) proficiency; ability to work with large datasets and build reproducible analytical workflows
• Excellent communication, presentation, and story-building skills in a consulting/client-facing setup
• Demonstrated ability to lead cross-functional initiatives end-to-end and coordinate with offshore delivery teams
• Bachelor's degree in related quantitative fields such as Data Science, Statistics, Mathematics, Economics, Finance, or Engineering required