Product Specialist/Business Analyst

Covr Financial Technologies•New York, NY

3d•Hybrid

About The Position

The Product Specialist/Business Analyst will be a hands-on role for someone who wants to be close to both the product and the customer. You will demo the platform, train users, and help shape how the product evolves based on real-world feedback. This role is best suited for someone with experience in fintech or financial services who has worked directly with customers.

Requirements

2–5 years of experience in:
Fintech, insurtech, or a related financial services environment
Experience:
Running product demos and onboarding users
Working directly with customers in a sales or solutions-oriented role
Bachelor’s degree in:
Finance, Mathematics, Engineering, Business, or a related field
Ability to simplify complex concepts, especially in insurance or financial products
Comfort working across product, engineering, and sales
Demonstrate strong analytical skills, problem-solving, and critical thinking
High ownership and flexibility in a fast-moving environment
Possess solid understanding of SLAs, call queues, customer retention strategy, margins, and how to effectively drive results through improvements
Excellent written and verbal communication skills, with an ability to clearly communicate complex information
Excellent planning, organization and problem identification skills, with high attention to detail
Willingness to work in-office in New York City at least three days per week

Responsibilities

Product demos and client onboarding
Lead live demos of the Optifino platform for prospective users
Clearly explain complex insurance workflows in a simple, structured way
Train new customers across:
Case design
Policy comparison
Professional review workflows
Serve as a hands-on resource for advisors adopting the platform
Product feedback and AI interface development
Work closely with engineering to improve our AI-driven interface
Provide structured feedback based on:
Your own usage
Customer interactions during demos and onboarding
Interview advisors and sales partners to identify friction points and opportunities
Translate qualitative feedback into clear, actionable product insights
Analytical and operational support
Support ad hoc analysis across:
Client cases
Platform usage
Internal initiatives
Help identify trends, inefficiencies, and opportunities
Content and knowledge library development
Curate and expand our internal and client-facing content library
Source relevant:
Articles
Planning strategies
Industry thought pieces
Help ensure advisors have access to high-quality, actionable content
Perform other projects and duties as assigned.

Benefits

Paid Time Off (PTO): 3 weeks to start, increasing with years of service
Paid holiday’s – 11 days
Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
Adult and child orthodontia
Health Savings Account (HSA) with quarterly company contributions
Short-Term and Long-Term Disability
Pet insurance for cats and dogs!
Company paid Life and AD&D insurance for all full-time employees.
Supplemental Life and AD&D insurance up to 5x’s salary for employee
Supplemental Life and AD& D plans offered for spouse and dependents
Flexible Spending Accounts (FSAs): medical, dependent, parking and transit