--- title: 'Staff Sales Analyst at Mulligan Funding' canonical: 'https://feeny.ai/job/staff-sales-analyst-mulligan-funding-san-diego-xrstvfhtzp1h' type: 'job' last_seen: '2026-11-04' --- # Staff Sales Analyst at Mulligan Funding - **Company:** Mulligan Funding - **Location:** San Diego, CA - **Compensation:** $132k–$171k - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-10-06 - **Last confirmed live:** 2026-11-04 - **Apply:** https://jobs.lever.co/mulliganfunding/d63fc36c-3be5-4d81-beb8-7a7f142ef786 ## Job description Mulligan Funding is a San Diego based fintech lender to the Small and Medium Sized Business market. We are building a deeply researched and first-of-it’s-kind, Agentic AI complete funnel automation strategy. Mulligan has decades of deep credit underwriting and analytics expertise, combined with rich data from almost a million applications and billions of dollars funded via a wide loan size of $10k to $10 million. We are a mission-driven company, focused on solving the SMB market’s access to the fast and affordable capital they need to thrive by re-inventing how credit risk is measured, priced, and negotiated. We combine a generational-technology with unwavering integrity and a human touch. We are seeking an analytical, proactive, and curious Staff Sales Analyst to join our team in San Diego, CA. In this role, you will sit at the intersection of Sales, Operations, Data Engineering, and Data Science, acting as the primary engine for actionable sales insights and funnel metrics. You will define and track the health of our sales funnel, partner closely with frontline operations to measure team performance, and collaborate with technical teams to scale data pipelines and predictive models. We are looking for an AI-native practitioner—someone eager to adopt and experiment with modern AI tools, automated workflows, and Generative AI technologies to accelerate insight delivery and transform traditional sales operations. ## What You'll Do - Funnel Analytics & Sales Insights: - Produce actionable insights to optimize conversion, velocity, and revenue across all acquisition and sales channels. - Design, build, and maintain core metrics and KPIs defining the health of the end-to-end sales funnel (e.g., Lead-to-Application, Approval-to-Acceptance, Funded Rates, and SLA timelines). - Perform regular diagnostic deep-dives to pinpoint friction points, application drop-offs, and operational bottlenecks. - Operations & Process Measurement: - Work directly with Sales and Operations leadership to understand frontline workflows, customer journeys, and deal dynamics. - Partner closely with Sales and Operations leaders to navigate diverse stakeholder perspectives, build consensus, and deliver actionable deal prioritization and pipeline optimization recommendations. - Manage day-to-day and deal-by-deal operational friction, translating feedback and business requirements into structured analytical frameworks and executive dashboards. - Establish measurement frameworks to evaluate team performance, incentive structures, channel efficiency, and capacity planning. - Data Engineering & Data Science Partnership: - Serve as the strategic conduit and bridge between business stakeholders, Sales leadership, and technical build teams to align business priorities with technical execution. - Collaborate closely with Data Engineers and Data Scientists to productionalize metrics and ensure 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 rates and targeting strategies. - AI-Native Transformation & Strategic Innovation: - Lead the adoption, testing, and scaling of cutting-edge AI technologies (e.g., LLM-based analytics assistants, automated insight generation, prompt engineering tools, and conversational analytics platforms) to transform traditional sales operations. - Automate routine reporting and data extraction workflows using modern tools to drastically reduce manual effort across business units. - Drive strategic efficiency initiatives by continuously evaluating emerging technologies and embedding advanced analytical capabilities into day-to-day operations. ## What You'll Bring - Education: Undergraduate degree (B.A. / B.S.) in Business Analytics, Finance, Economics, Statistics, Information Systems, or a related quantitative field. - Experience: 5–7+ years of experience supporting Sales, Marketing, or Revenue Operations in an analytical capacity (Fintech, Financial Services, or high-growth B2B environment preferred), with a proven track record of driving strategic operational change. - Technical Skills: - Advanced Excel Skills: Highly proficient with complex formulas, pivot tables, scenario modeling, and dynamic reporting constructs. - Python Skills (Plus): Exposure to Python for data manipulation (Pandas, NumPy) and workflow automation is a strong plus. - SQL / BI Tools: Experience querying relational databases or building dashboards (Tableau, Power BI, Looker) is highly desirable. - Communication & Leadership: Exceptional written and verbal communication skills. Demonstrates assertiveness and constructive challenge to push back effectively on assumptions, advocate for data-driven decisions, and articulate complex insights to executive stakeholders. - Mindset: Curiosity-driven with an "AI-first" attitude toward problem-solving, process efficiency, and continuous learning. ## What We Offer - Comprehensive medical, vision and dental benefits that give you peace of mind. - Flexible Spending Accounts (FSA) that let you use pre-tax dollars to cover healthcare expenses. - A fantastic 401K with matching contributions that helps you plan for retirement and build wealth over time. - Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life. - A gym membership contribution that supports your well-being, and helps you stay energized and focused. - An internal referral program that rewards you for bringing talented people to the team. - Company events that foster a positive and inclusive culture, and create opportunities to bond and grow with your colleagues. Mulligan Funding is an Equal Opportunity Employer (EOE) and takes great pride in building a diverse work environment. Qualified applicants are considered for employment without regard to age, race, religion, gender, national origin, sexual orientation, disability or veteran status. ## About Mulligan Funding ## Company Overview - **One-liner**: Mulligan Funding provides fast access to working capital loans and business term loans for small and medium-sized businesses across the United States. - **Entity Type**: Private (Debt-financed; total funding of $135M, including $120M debt facility in 2024) - **Headquarters**: San Diego, California, United States - **Founded**: 2008 - **Founders**: Not publicly disclosed ## Core Business - **Primary industry**: Financial Services – Alternative Lending / Working Capital - **Target customers**: Small and medium-sized businesses (SMBs) in all 50 U.S. states and D.C. (B2B) - **Mission / purpose**: Serve as a trusted, relationship-first source of working capital for the SMBs that fuel the economy. “Putting relationships before everything else.” ## Products & Services - **Working Capital Loans**: The flagship product. Funds available as soon as the same business day after approval; repayment terms of 3–24 months; loan amounts up to $10M. Customized to each business’s situation. - **Business Term Loans**: Alternative funding option for businesses needing larger, fixed-term capital. - **Renewal Services**: Existing clients can access additional funding cycles. ## Market Standing - **Valuation**: Not disclosed - **Key Metric**: Total funding of $135M (debt and equity) – most recently a $120M debt facility in December 2024. Annual revenue estimated at $15.9M (LTM). - **Notable Investors / Partners**: Debt financing from institutional lenders; prior venture rounds (2022: $10M, 2023: $5M) – specific investors not listed in provided sources. - **Growth Signals**: - Provided over $3 billion in cumulative funding to nearly 15,000 SMBs since 2008. - Investing in AI-driven underwriting tools to improve speed and consistency. - LinkedIn followers grew ~38% YoY (7,463 total), indicating growing brand awareness. - Headcount of ~90 employees (down 14.1% YoY, reflecting a potential restructuring or efficiency focus). ## Competitive Advantages - **Speed and access**: Approval in as few as a few hours, funding as soon as the same business day. - **Human touch**: Dedicated loan advisors review each application rather than a fully automated system, building long-term client relationships. - **Customized terms**: Loan amounts up to $10M with flexible repayment periods (3–24 months), tailored to each business’s cash flow. - **Track record**: 16+ years in business, trusted by thousands of SMBs across all 50 states. ## Strategic Focus - **Technology modernization**: Building a “next version” of Mulligan Funding by combining credit expertise with modern AI to streamline underwriting and enhance customer experience while preserving human judgment. - **Continued lending growth**: Focus on serving SMBs with working capital needs, leveraging the large 2024 debt facility to scale originations. - **Talent investment**: Hiring data scientists for funnel analytics and optimization (roles in San Diego and San Francisco, up to $250k salary) to drive data-driven decision-making. ## Why Work Here - **Culture**: Family-owned business with a “people first” culture that values relationships, integrity, and collaboration. Employees report above-average work wellbeing (score 74/100 on Indeed). - **Work policy**: Hybrid – roles in San Diego and San Francisco with flexibility. - **Compensation**: Competitive base salaries (e.g., Staff Data Scientist $180k–$250k; Recovery Analyst $73k–$101k) with recognition and rewards for talent and work ethic. - **Engineering culture**: Opportunity to work on cutting-edge underwriting AI while maintaining a human-centric approach. Small, agile team where contributions are visible. - **Career growth**: Emphasis on recognizing and rewarding talent; you won’t “get lost in the shuffle.” - **Note**: AI tools are used to support parts of the hiring process (resume analysis, application review), but final decisions are made by humans. ## Sources 1. [Mulligan Funding Website](https://www.mulliganfunding.com/) 2. [Mulligan Funding Careers Page (Lever)](https://jobs.lever.co/mulliganfunding/) 3. [LinkedIn – Mulligan Funding, LLC](https://linkedin.com/company/mulligan-funding-llc) 4. [Indeed – Mulligan Funding, LLC Careers and Employment](https://www.indeed.com/cmp/Mulligan-Funding,-LLC) ## Other roles at Mulligan Funding - [Senior Partner Relationship Executive](https://feeny.ai/job/senior-partner-relationship-executive-mulligan-funding-san-diego-fywsfrzsepft) — San Diego, CA - [Account Representative](https://feeny.ai/job/account-representative-mulligan-funding-san-diego-f7y55qcsq8sd) — San Diego, CA - [Partner Relationship Executive](https://feeny.ai/job/partner-relationship-executive-mulligan-funding-san-diego-gv8c5k536jvk) — San Diego, CA