Revenue and GTM Insights Lead

Role Overview

• Own the development and maintenance of dashboards tracking top-line revenue, GOV, criteria sales, retention, expansion, and product-level contribution
• Build standardized weekly, monthly, and quarterly GTM and revenue scorecards for leadership
• Define, maintain, and ensure consistency of the company’s core GTM metrics framework and KPI definitions across Sales, AM, Product, and Finance
• Proactively identify trends, risks, and opportunities across pipeline, retention, product adoption, and client behavior
• Surface early warning indicators related to churn, underperformance, or GTM execution gaps
• Partner with GTM leaders to analyze pipeline health, deal velocity, conversion rates, and expansion opportunities
• Support annual and quarterly planning cycles with data-backed analysis and scenario modeling
• Partner closely with Finance to align forecasts, actuals, and assumptions across product lines
• Help connect qualitative OKR plans to quantitative performance tracking
• Work directly with Product teams to monitor adoption, usage trends, and product penetration
• Support Customer Success and Account Management with health scoring, retention insights, and engagement trends
• Act as a trusted thought partner to Revenue leadership on performance, prioritization, and execution strategy
• Build and maintain reporting using BI and analytics tools such as Power BI, Pendo, Vitally, Hubspot or similar
• Leverage CRM and GTM systems such as Salesforce, Hubspot, Vitally and related tooling to ensure data integrity and usability
• Help improve reporting automation and reduce manual data dependencies across teams
• Write and work with SQL queries to independently access, analyze, and validate data across core GTM systems and reporting pipelines

Requirements

• 4 to 7 years of experience in Revenue Operations, GTM Analytics, Business Intelligence, Strategy, or a related function
• Strong experience building dashboards and reporting for Sales, Revenue, Finance or Product organizations
• Ability to translate data into clear insights and recommendations for senior stakeholders
• Strong SQL proficiency and ability to independently query and analyze data across CRM, product, and BI systems
• Comfortable operating in a fast-moving, cross-functional environment with evolving priorities
• Experience in SaaS, marketplace, or technology-driven businesses preferred

Tech Stack

• SQL