Staff Sales Analyst

Mulligan Funding•San Diego, CA

About The Position

Mulligan Funding is a San Diego-based fintech lender serving small and medium-sized businesses. The company combines deep credit underwriting and analytics expertise with data from nearly one million applications and billions of dollars in funding. Its mission is to improve SMB access to fast, affordable capital by rethinking how credit risk is measured, priced, and negotiated. The Staff Sales Analyst will work at the intersection of Sales, Operations, Data Engineering, and Data Science, serving as a primary source of actionable sales insights and funnel metrics. The role will define and track sales funnel health, measure frontline team performance, and partner with technical teams to scale data pipelines and predictive models. The company seeks an AI-native practitioner who is eager to experiment with modern AI tools, automated workflows, and generative AI to accelerate insight delivery and transform sales operations.

Requirements

Undergraduate degree (B.A. or B.S.) in Business Analytics, Finance, Economics, Statistics, Information Systems, or a related quantitative field.
5–7+ years of experience supporting Sales, Marketing, or Revenue Operations in an analytical capacity.
Proficiency in advanced Excel, including complex formulas, pivot tables, scenario modeling, and dynamic reporting constructs.
Exceptional written and verbal communication skills.
Ability to constructively challenge assumptions, advocate for data-driven decisions, and communicate complex insights to executive stakeholders.
Curiosity-driven mindset and an AI-first approach to problem-solving, process efficiency, and continuous learning.

Nice To Haves

Experience in fintech, financial services, or a high-growth B2B environment.
A track record of driving strategic operational change.
Exposure to Python for data manipulation using Pandas or NumPy and workflow automation.
Experience querying relational databases or building dashboards using Tableau, Power BI, or Looker.

Responsibilities

Produce actionable insights to optimize conversion, velocity, and revenue across acquisition and sales channels.
Design, build, and maintain core metrics and KPIs for the end-to-end sales funnel, including lead-to-application, approval-to-acceptance, funded rates, and SLA timelines.
Conduct diagnostic deep-dives to identify friction points, application drop-offs, and operational bottlenecks.
Work with Sales and Operations leadership to understand frontline workflows, customer journeys, and deal dynamics.
Build consensus across stakeholders and provide actionable recommendations for deal prioritization and pipeline optimization.
Manage day-to-day and deal-by-deal operational friction, translating feedback and business requirements into analytical frameworks and executive dashboards.
Establish measurement frameworks for team performance, incentive structures, channel efficiency, and capacity planning.
Bridge business stakeholders, Sales leadership, and technical teams to align business priorities with technical execution.
Collaborate with Data Engineers and Data Scientists to productionalize metrics and support a robust, single-source-of-truth data infrastructure.
Help scope, validate, and test scalable machine learning models and analytical frameworks aimed at improving funding conversion and targeting.
Lead adoption, testing, and scaling of AI technologies such as LLM-based analytics assistants, automated insight generation, prompt engineering tools, and conversational analytics platforms.
Automate routine reporting and data extraction workflows to reduce manual effort across business units.
Evaluate emerging technologies and embed advanced analytical capabilities into day-to-day operations.