Own Executive-Grade Reporting & Dashboarding
Design, build, and maintain scalable dashboards across Tableau, Salesforce, PowerBI, Clari, and Gong.
Establish a single source of truth across pipeline, bookings, forecast, and sales productivity metrics.
Continuously improve data models, visualization standards, and reporting governance.
Drive Strategic Revenue Insights
Partner with Sales Leadership to identify performance drivers, risks, and opportunities.
Analyze funnel health and deliver proactive insights that influence headcount planning, territory design, quota setting, and compensation strategy.
Support board and executive reporting with clear, compelling analysis and narrative framing.
Enable GTM Decision-Making
Act as a thought partner on critical GTM initiatives, including channel strategy.
Translate ambiguous business questions into structured analyses and actionable recommendations.
Build scalable reporting frameworks to support New Logo and Expansion motions.
Improve Data Quality & Process Rigor
Identify gaps in CRM hygiene and reporting logic; recommend process improvements.
Partner cross-functionally with Sales, Marketing, Finance, and Product teams to ensure data integrity.
Help define and document key metric definitions and reporting standards.

5–7+ years of experience in data analytics, revenue operations, business intelligence, or related roles (preferably in B2B SaaS).
Advanced proficiency in BI tools (Tableau, PowerBI) and CRM systems (Salesforce).
Experience with revenue tools such as Clari and Gong strongly preferred. Strong SQL skills and comfort working directly with data models and large datasets.
Demonstrated ability to build executive-level dashboards and board-ready reporting.
Deep understanding of SaaS revenue metrics (ARR, pipeline coverage, conversion rates, CAC, expansion, churn, forecast accuracy).
Ability to move beyond reporting to diagnosing root causes and recommending action.
Exceptional ability to synthesize complex analysis into concise, compelling narratives.
Comfort presenting insights to senior Sales leaders and executive audiences.
Ability to influence without authority and operate as a trusted advisor.
High ownership mentality with strong attention to detail.
Comfortable working in ambiguity and building structure where none exists.

Work from Anywhere: Your home, a coffee shop, a company paid WeWork
A Culture that Lives its Values: Our values are not just words or window dressing, they guide our decisions
big and small
each and every day.
Flexible Working Hours: We support your lifestyle
the results are what count.
Open PTO: Work-life balance is important. We believe in giving our employees time to truly relax and recharge.
Sabbatical: A paid leave to reward longevity and commitment to Billtrust.
Paid Parental Leave: To promote parent-child bonding and increase gender equity at home and in the workplace.
Opportunities for Growth: Professional development can take many shapes. Join one of our seven ERGs or participate in our Mentor-Mentee, and Leadership development programs
we foster an environment where all employees can grow.
Recognition: From Billtrust Bucks and CEO Shoutouts to Culture Champion and CEO Excellence Awards, our employees are recognized for hard work and outcomes achieved.
Benefits: Medical, dental, vision, 401(k) with company match, short-term and long-term disability, flexible spending accounts, HSA, and life, cancer, and AD&D insurance.
Minimal Bureaucracy: An entrepreneurial environment of ownership and accountability allows you to get work done.

Lead Insights Analyst

Key skills