Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.
If you are passionate about contributing to a high-impact mission and want to work in a collaborative environment where your skills and expertise will be valued, we would love to hear from you!
About You:
- You are a clear, concise communicator who can translate a complex regression or other mathematical reasoning into a one-paragraph recommendation for a non-technical stakeholder.
- You are a data engineering and analyst hybrid equally comfortable building a data model and presenting the business implication to a Manager.
- You have startup experience and know what it means to stand up an analytics function, ship scrappy analyses, and build toward rigor not wait for it.
- You treat experimentation as a discipline, not a buzzword. You design tests, size samples, interpret results correctly, and know when an A/B test isn't the right tool.
- You think in systems you connect your pipelines to business outcomes and are never satisfied stopping at the metric without asking why.
- You operate with high autonomy and you identify the most important question, define the tim approach, execute the analysis, and deliver the recommendation without a detailed playbook.
- You consider yourself AI-native and actively engage AI tools to accelerate your analytical, and data workflows, automate repetitive queries, and surface insights faster.
About the Role:
We're looking for a Senior Data Analyst to own the end to end analytical engine behind Trust & Will. This is a high-ownership role: you'll work across marketing, and revenue to understand what's driving conversion, retention, and lifetime value and you'll translate those findings into decisions that move the business.
This is not a reporting role. You will define the questions worth asking, build the models that answer them, guide the roadmap based on what the data shows. You'll partner closely with the Director of Data Engineering, engineering, and marketing leadership and you'll have direct access to senior stakeholders.
The core challenge is analytically interesting: estate planning is a low-frequency, high-intent product with a B2C direct channel and a growing B2B2C advisor network. Understanding how different user segments activate, convert, and retain and which levers compound requires real analytical depth.
You'll have the data, the infrastructure, and the mandate to figure it out.
Data Modeling & Integrity
- Own the development of our data models within the lakehouse architecture; prioritize high-performance SQL, comprehensive documentation, and robust testing protocols.
- Serve as a first line of defense for data reliability, proactively identifying and resolving upstream quality issues before they impact executive dashboards.
- Architect the semantic layer and analytical structures that enable seamless self-serve exploration via AI and traditional BI platforms.
Stakeholder Partnership & Communication
- Serve as the primary data partner for marketing and engineering leadership, owning the analytical workstreams that support quarterly roadmap decisions.
- Prepare and deliver data-driven recommendations to senior stakeholders and the executive team punchline first, minimum viable backstory, clear ask.
- Mentor junior analysts and product/eng on methodology, communication, and prioritization; help build team-wide analytical standards.
Daily Analytical Work
- For example, manage the Marketing Monitor, a 13-week rolling performance report tracking Gross Sales, multi-channel revenue (D2C, Advisor, Partnership), and unit economics (CAC, ARPM, CVR) with automated alerting.
- Scale and optimize the suite of recurring analytical dashboards utilized by cross-functional leadership for weekly strategic calibration.
- Guarantee data reliability and pipeline freshness; proactively interpret anomalies within an alerting framework to distinguish between statistical noise and meaningful business shifts.
Ad Hoc Analytics
- Serve as the primary analytics responder for the business fielding requests from Finance, Marketing, Ops, Member Success, Partnerships, and Product. No data request is too small, but you also know when to use AI (or not).
- Translate vague business questions into well-scoped analytical problems, execute them in Snowflake/SQL, and deliver findings with a clear recommendation.
- Proactively surface insights from data monitoring flag anomalies, trends, or risks before stakeholders ask.
- Own ticket resolution quality: well-documented queries, auditable logic, and results stakeholders can act on.
Qualifications:
Core Experience
- 5-9+ years of experience in analytics/data science and some data engineering or a closely related quantitative role.
- Prior experience in a high-growth startup environment you've operated with limited resources, ambiguous data, and shifting priorities and delivered anyway.
- Demonstrated data background: you've built data models, designed and analyzed poor data pipelines and know what good is
- Experience owning a data domain end-to-end not just answering requests, but generating the questions and driving decisions.
- This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT), Nevada (NV), Utah (UT)
Technical Skills
- SQL: Advanced window functions, CTEs, complex joins, query optimization on large datasets.
- Python: Proficient pandas/polars, statsmodels, scikit-learn, matplotlib/seaborn; you write clean, reproducible code.
- BI / Visualization: ThoughtSpot, Omni, or equivalent, building dashboards that enable self-serve, not just answering one-off requests.
- Data Modeling: Familiarity with dbt and the analytical data modeling - like ActivitySchema, Star Schema, etc.
Bonus Points
- Experience in fintech, legaltech, insurtech, or another regulated consumer vertical.
- Experience with product-led growth (PLG) motions or B2B2C business models.
- Contributions to building an analytics function from scratch, including metrics frameworks, data dictionaries, and experimentation standards.
- Comfort working with an AI Data Analyst tool in a self-serve analytics context.
Employee Benefits & Perks:
- Compensation: Salary + Equity
- Our salary range for this position is $140,000 - $180,000. In addition to compensation, we include an employee equity package as part of our offer, along with other benefits and perks outlined below.
- PTO
- Flexible time off that you are encouraged to use
- Generous paid company holidays and breaks throughout the year
- Monthly friends & family day
- Paid time off to volunteer in your community
- Health and Wellness Benefits
- Exceptional health benefits including medical, dental, vision, life, and disability insurance - we cover 100% of premiums for employees and dependents on medical coverage
- Mental health support through Spring Health, plus access to One Medical for primary care and Cleo for family planning and caregiving
- Financial wellness benefits (unlimited 1:1 sessions with a UBS financial coach and employer-sponsored 401k with up to 4% company match)
- Extra
- Flexible work schedule + hours
- Family-friendly work environment. We support the complexity of a remote world with the needs of families
- Up to $1,000 annually in learning & development reimbursement
- Optional company-sponsored events and travel throughout the year
- $500 Work from home stipend + Apple accessories
About Trust & Will:
- We are a remote-first company, giving our employees the flexibility to work in an environment that best suits them. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like, but not required. #LI-Remote
- We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to the world and set an example for all employers.
- Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in how we value diversity to transform our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in an inclusive, diverse company can we truly stand in our members' shoes.
This position will remain open until filled, but applications received by August 28, 2026 will receive priority consideration.
California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact legal@trustandwill.com. For more information, visit our privacy policy.
Trust & Will may use AI tools to assist with administrative recruiting tasks. All final hiring decisions are made by people. For accommodations, contact people-ops@trustandwill.com.
