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Product Analytics:
- Instrument and analyze user behavior across the Trust & Will product using PostHog/Other.
- Develop and maintain the core product analytics dashboard and data models, enabling self-serve access for PMs, designers, and marketers.
- Identify friction points in the estate plan creation flow and quantify the impact of proposed product changes before and after release.
Growth & Funnel Analytics:
- Own end-to-end funnel analysis from acquisition through plan completion and membership renewal.
- Build and maintain cohort models to track retention and engagement across consumer and advisor-sourced customers; surface early-warning signals for churn.
- Design and execute multi-touch attribution analysis across paid media, organic, AARP partnership, and advisor referral channels.
Experimentation:
- Lead the experimentation program end-to-end: hypothesis formation, experimental design, sample size and power analysis, execution in PostHog/Others, statistical analysis, and business recommendation.
- Build guardrails and standards for when and how to run experiments including when to apply experimental methods propensity score matching and when randomized testing isn't feasible.
- Partner with product and marketing teams to prioritize the test backlog based on expected impact and feasibility.
Trust & Will
Trust & Will is the leading digital estate planning platform, trusted by over one million users. They provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. They are a remote-first company with a collaborative environment.