Quick Overview
Job Description
At Smart, our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.
THE ROLE
As part of the central data team, you will work closely with stakeholders to translate business challenges into questions that can be answered with data, delivering high-quality business intelligence and reporting solutions that enable self-service and support effective decision-making across the business. We are a small team with big ambitions. We are building the foundations to enable our vision of maximising the value that our extensive dataset and modern data stack can generate for the business. We are designing for scale and embracing AI to accelerate delivery whilst enhancing quality and reliability of output. We support the entire business so our data is varied and complex. As such, we are seeking a self-starter who is comfortable navigating ambiguity and independently finding solutions within a fast paced environment. If you match our ambitions, are passionate about creating value from data, and want to help drive the evolution of our data capabilities, then we would love to hear from you.
What you will do:
Business Intelligence & Reporting Solutions
Build & maintain BI solutions: Design, build, and maintain high-performance, intuitive reports and interactive dashboards (primarily using Tableau) to enable self-service across the organisation.
Data visualisation: Translate complex datasets and concepts into clear, simple visuals that reduce cognitive load and accelerate decision-making.
Design for scalability: Develop data assets with enterprise scale in mind, ensuring solutions remain fast, maintainable, and adaptable as data volumes and business complexity grow.
Metric standardisation: Help establish and maintain centralised business definitions to ensure consistency across all reporting and analytics.
Stakeholder Partnership & Communication
Gather and refine requirements: Partner with stakeholders across the organisation to translate business needs into well-defined technical reporting requirements.
Data translation: Explain reporting to stakeholders in clear, non-technical terms and support interpretation of outputs which drive decision-making.
Drive data literacy: Support appropriate and effective use of data around the business through engagement, training and clear stakeholder-facing documentation.
Data Modeling & Quality Assurance
Build robust data models: Develop and maintain optimised and reliable solutions in our data warehouse (Redshift) using tools like dbt, collaborating closely with Data Engineering where required.
Ensure trust & accuracy: Maintain data quality and reporting reliability, manage the impact of upstream changes, and support business-critical processes with direct regulatory or customer impact.
Become an expert on our data: Build and maintain a deep understanding of our dataset, ensuring appropriate data sources and definitions are leveraged across BI and analytics solutions.
Peer review: Participate in code reviews and collaborative QA to validate the accuracy, efficiency and value of output.
Continuous Improvement & Team Culture
Automate & optimise: Identify opportunities to improve efficiency and reliability through automation, better data processes and the responsible use of AI.
Consolidate & rationalise: Continually review our existing reporting inventory, identifying obsolete reports and supporting our transition to multi-use case data solutions which eliminate duplication, inconsistency and technical debt.
Be an active team player: Contribute your ideas to team discussions, retrospectives, and future planning to continuously improve how we work.
Data Governance & Documentation
Technical documentation: Create and maintain clear technical documentation for BI data products (reports, dashboards, data models).
BI Platform Administration: Manage Tableau site permissions, project structures, user licenses, and extract refresh schedules to keep the platform running smoothly.
Alerting & Incident Management: Establish processes for identifying data pipeline and reporting issues and proactively notifying end-users.
Testing & Version Control: Adhere to version control and deployment best practices, ensuring data assets are thoroughly tested, changes are tracked and documented, and key stakeholders review and approve before release.
WHO WE ARE LOOKING FOR
The skills, experience, and aptitudes we are looking for are listed below but please don’t be discouraged from applying if you don’t meet every single one of these criteria – having a ‘can do’ attitude is sometimes more important than being able to tick every box:
Experience & Attributes
Proven track record: 3+ years of experience in a data role, with a focus on data manipulation, business intelligence and reporting.
Stakeholder partnership: A proven ability to work with stakeholders to deeply understand business problems, translate requirements into effective reporting solutions, and advise on best approaches.
Data translation & coaching: An effective technical communicator who can translate complex data for non-technical audiences and actively coach stakeholders to enhance overall data maturity.
Analytical curiosity: Inquisitive by nature, with sharp attention to detail and a natural inclination to look beyond the surface numbers to uncover underlying drivers.
Ambitious and agile learner: A fast, curious learner who is eager to independently explore and pick up new datasets, technologies and methodologies to innovate with purpose.
Organised & adaptable: Highly organised with the ability to manage multiple concurrent tasks.
Collaborative team player: A reliable team player with a "team-first" mindset who thrives in a highly collaborative and supportive environment.
Financial Services/Pensions experience (Desirable): Experience within financial services is desirable; exposure to the pensions industry is a plus.
Technical skills:
Advanced SQL (Essential): Extensive experience of writing, troubleshooting, and optimising complex queries.
BI & Data Visualisation (Essential - Tableau Preferred): Strong experience building impactful dashboards and reports in a modern BI tool, with a preference for Tableau.
dbt (Desirable): Experience with dbt for data modeling, transformation, and managing the BI/analytics layer.
Python (Desirable): Experience using Python for data manipulation or automation.
AI Tools (Desirable): Practical experience incorporating AI assistants (e.g. GitHub Copilot, Claude) into development workflows.
Git / GitHub (Desirable): experience using version control for managing code, collaborating with others, and reviewing changes.
WHO WE ARE
We work in partnerships with governments and financial institutions in the UK and internationally. Our cloud-native digital platform is revolutionising how people around the world think about, and save for, their retirement.
At heart, we’re a financial technology business. What we do is all about innovation, and using the power of digital change to put the customer first. Our Engineers will tell you that working at Smart gives you the opportunity to play your part in developing world-class technological solutions, working with – and learning from – like-minded people.
You’ll also find that, across our business, our colleagues love Smart’s culture, and how what we do means better financial outcomes for savers. That feels worthwhile, and it means that what we do, collectively, goes way beyond the nine to five of a typical working day.
Don’t just take our word for it – you can see what our colleagues say about working at Smart on LinkedIn Life and Glassdoor.
BENEFITS
At Smart, one of the eight principles we work to is “We want happy and good people in our team”. We created a list of benefits that helps us achieve this goal:
25 days’ holiday per year, increasing with length of service.
£500 annual training budget to spend on your professional development.
Extensive private healthcare, including dental, eyecare and EAP.
Enhanced sick leave (three months’ pay per year).
Enhanced maternity and paternity (maternity – 6 months fully paid/paternity – 3 weeks fully paid).
Death in service insurance cover.
Fully-paid five-week sabbatical after five years of employment.
In office wellbeing, such as manicures, massages and barbers.
Smart employees also enjoy a 50% discount on orders from our sister company Arena Flowers, Britain's most ethical florist. They offer unique hand-tied bouquets, luxury flowers, letterbox flowers, plants and gifts to spend on friends and loved ones or even for yourself.
At Smart, we are committed to creating an inclusive and equitable workplace where everyone feels valued, respected, and empowered to do their best work.
We believe that diverse perspectives help us lead the way in transforming retirement, savings, and financial wellbeing. We welcome differences in background, experience, thinking, and identity, and we recognise that innovation is strongest when it is built on inclusion and fairness. We encourage applications from people of all backgrounds and experiences and do not discriminate on the basis of any protected characteristic.
If you require any reasonable adjustments during the recruitment process or in the workplace, we encourage you to let us know - we are committed to supporting you.
We think Smart is an awesome place to work. If it sounds like somewhere you’d like to work, too, and if you’re ready to play your part in our continued success in the future, then naturally we’d love to meet you.
