Lead Insights Analyst, Revenue Operations
About the Role:
We are looking for a Lead Insights Analyst to serve as a strategic partner to GTM leadership. This is not a reporting-only role — it is a high-impact position at the intersection of data, strategy, and revenue execution.
You will own the design and delivery of executive-ready insights across the full GTM spectrum (pipeline, bookings, forecasting, and sales productivity). You will build the dashboards that drive decision-making, shape the narratives presented to senior leadership, and partner directly with Sales leaders to improve revenue outcomes.
This role is ideal for someone who thrives in fast-paced SaaS environments, enjoys translating complex data into clear executive stories, and wants a seat at the table for strategic revenue decisions.
This is a highly visible role within the GTM organization with direct exposure to executive leadership and meaningful impact on revenue outcomes. You will shape how performance is measured, influence strategic decisions, and help scale a high-growth SaaS revenue engine.
If you’re looking for a role where your analysis drives real business outcomes — not just reports — we’d love to meet you.
What You'll Do:
Own Executive-Grade Reporting & Dashboarding
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Design, build, and maintain scalable dashboards across Tableau, Salesforce, PowerBI, Clari, and Gong.
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Establish a single source of truth across pipeline, bookings, forecast, and sales productivity metrics.
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Continuously improve data models, visualization standards, and reporting governance.
Drive Strategic Revenue Insights
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Partner with Sales Leadership to identify performance drivers, risks, and opportunities.
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Analyze funnel health and deliver proactive insights that influence headcount planning, territory design, quota setting, and compensation strategy.
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Support board and executive reporting with clear, compelling analysis and narrative framing.
Enable GTM Decision-Making
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Act as a thought partner on critical GTM initiatives, including channel strategy.
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Translate ambiguous business questions into structured analyses and actionable recommendations.
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Build scalable reporting frameworks to support New Logo and Expansion motions.
Improve Data Quality & Process Rigor
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Identify gaps in CRM hygiene and reporting logic; recommend process improvements.
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Partner cross-functionally with Sales, Marketing, Finance, and Product teams to ensure data integrity.
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Help define and document key metric definitions and reporting standards.
What You’ll Bring:
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5–7+ years of experience in data analytics, revenue operations, business intelligence, or related roles (preferably in B2B SaaS).
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Advanced proficiency in BI tools (Tableau, PowerBI) and CRM systems (Salesforce).
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Experience with revenue tools such as Clari and Gong strongly preferred. Strong SQL skills and comfort working directly with data models and large datasets.
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Demonstrated ability to build executive-level dashboards and board-ready reporting.
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Deep understanding of SaaS revenue metrics (ARR, pipeline coverage, conversion rates, CAC, expansion, churn, forecast accuracy).
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Ability to move beyond reporting to diagnosing root causes and recommending action.
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Exceptional ability to synthesize complex analysis into concise, compelling narratives.
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Comfort presenting insights to senior Sales leaders and executive audiences.
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Ability to influence without authority and operate as a trusted advisor.
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High ownership mentality with strong attention to detail.
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Comfortable working in ambiguity and building structure where none exists.
The expected base salary range for this position is $115,000 - $135,000 annually.
Compensation may vary depending on several factors, including a candidate’s qualifications, skills, experience, competencies, and geographic location. Some roles may qualify for extra incentives like equity, commissions, or other variable performance-related bonuses. Further details will be provided by our Talent Acquisition team during the interview process.
Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Billtrust, we celebrate and support diversity and are committed to creating an inclusive environment for all employees. So, if your experience aligns but doesn't exactly match each and every qualification, apply anyway. You may be exactly what we are looking for!
What You'll Get:
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Work from Anywhere: Your home, a coffee shop, a company paid WeWork.... you decide!
- 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.
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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.
Who We Are:
Finance leaders turn to Billtrust to control costs, accelerate cash flow and improve customer satisfaction. As a B2B order-to-cash software and digital payments market leader, we help the world's leading brands get paid faster while transitioning from expensive paper invoicing and check acceptance to efficient electronic billing and payments. With over 2,600 global customers and more than $1 trillion invoice dollars processed, Billtrust delivers business value through deep industry expertise and a culture relentlessly focused on delivering meaningful customer outcomes. #LI-Remote
