Payment & Data Analyst

AI overview

Analyze payment data and reporting metrics to provide insights that support decision-making across various teams and improve operational efficiency.

*This role is open to remote based candidates based in Canada with a preference for candidates based in Vancouver, BC*                                                                                                                                                                                       
We’re looking for a Payments & Data Analyst to join our team and be part of our next stage of growth. As our Payments & Data Analyst, you will serve as a centralized resource for payments operations, customer data, and revenue reporting across the organization. This role is responsible for pulling, analyzing, reconciling, and reporting data across Salesforce, payment platforms, and finance systems, ensuring teams and leadership have accurate, consistent insights to support decision-making.


Partnering with stakeholders across Payments, Finance, Product, and the Senior Leadership Team, this role helps establish clarity, consistency, and confidence in company metrics, while also supporting the operational execution and performance of our payments function.

                                                                                                                  

Who we are
At Traction Rec, community is at the heart of everything we do. We empower nonprofit organizations like YMCAs, Jewish Community Centers (JCCs), Boys & Girls Clubs of America (BGCA), and Salvation Army Kroc Centers to strengthen their communities through great technology built on the Salesforce platform. By enabling these organizations to deliver their services more efficiently, we help them focus on creating meaningful connections and driving positive change where it matters most.


We believe that business is a powerful force for good. As part of this belief, we’ve committed to the Pledge 1% for the Planet, dedicating 1% of our time, product, profit, or equity to supporting environmental and community causes. This commitment reflects our dedication to creating a positive impact that extends beyond technology.


Our passion for community and innovation has earned us recognition, including:


  • Salesforce Nonprofit Sales Partner of the Year and ISV Partner of the Year
  • Globe & Mail's Top Growing Companies of 2024 and 2025
  • Deloitte's Technology Fast 50 winner 2024
  • Deloitte's Technology Fast 500 winner 2024 and 2025


At Traction Rec, we live our values: Community, Authenticity, Impact, Fun, and Growth. As a Living Wage Certified employer in British Columbia, we are dedicated to supporting not just the communities we serve but also the people who make it all happen—our team.


If you’re passionate about making a difference and want to join a company that puts community first, we’d love to have you on this journey with us. Together, let’s create stronger, healthier, and more connected communities.

    

Skills
Traction Rec’rs come from a variety of backgrounds, and we are eager to find people that are from diverse backgrounds. For this role, you might have:


  • Experience working in a payments, SaaS operations, analytics, or business analysis role
  • Hands on experience working with payment data, transaction reporting, or payment platforms
  • Strong experience working with Salesforce, including reporting and data extraction
  • Advanced Excel skills, including pivot tables, formulas, and data analysis
  • Strong analytical and problem-solving skills with high attention to detail
  • Solid business and financial acumen with the ability to connect data to revenue, margin and operational outcomes
  • Ability to manage multiple requests and priorities in a fast-paced environment
  • Clear, professional communication skills and comfort working with stakeholders at all levels
  • Experience supporting finance, sales operations, customer teams, or payments function is a plus


What You Will Be Doing

  • Serve as the primary point of contact for payments, data, and reporting requests across all teams and the Senior Leadership Team
  • Own Salesforce reporting and data extraction across KPI, notably around customer usage, revenue, and payments performance.
  • Pull, analyze, and reconcile data from multiple sources, including Salesforce, payment processors, and finance systems. 
  • Build, maintain, and improve recurring and ad hoc reports using Salesforce and other analytics tools
  • Track and analyze key business metrics such as ARR, churn, expansion average, customer lifecycle, product adoption, transaction success rates, fees, chargebacks, and payout timing. 
  • Support the payments function with operational reporting, analytics, and insights to help monitor performance and identify optimization opportunities.
  • Monitor payment workflows and reconciliation processes to ensure accuracy, compliance, and operational efficiency
  • Support Finance, Sales Operations, and Customer teams with data for planning forecasting and performance tracking. 
  • Provide accurate, timely metrics and insights for executive and Board level reporting. 
    Design, build, and maintain dashboards and data visualizations to communicate payments, revenue, and customer insights to internal stakeholders
  • Identify opportunities to improve data quality, reporting processes, and operational visibility across payments and customer data. 
  • Translate complex payments and operational data into clear, actionable insights through dashboards, visualizations, and executive ready summaries for stakeholders across the organization
  • Participate in customer and external partner discussions, as needed.    

                                            

Compensation
At Traction Rec, we are committed to a fair, market-based and equitable compensation structure. Our market data is refreshed on an annual basis to reflect the most current market conditions.


The starting salary band for this role is $90,000-$100,000. Starting salaries will vary within this range based on experience, skill level, and internal equity related to the role.  

                                                                                  

Please note that the range details above reflect the base pay only and do not include our competitive bonus program and benefits that we offer.


Our Approach to AI
At Traction Rec, we’re big fans of AI and we embrace it as a tool that helps us work smarter and more creatively. It may even have helped with this job description. That said, our recruiting process is 100% human. From resume review to interviews to job offers, every step is led by real people who care about real people. No bots making hiring decisions here.   

                                                                                                                                                                    

If you’re interested, so are we! Send your resume our way, and let’s chat.
At Traction Rec, we believe that diversity and inclusion are essential to our success. We are committed to building a team that reflects the diversity of the communities we serve, and we actively seek and welcome candidates from all backgrounds. Our hiring process is designed to be fair, welcoming, and respectful to all candidates, regardless of race, ethnicity, religion, gender, sexual orientation, age, ability, or any other characteristic protected by law. We believe that diversity brings unique perspectives and experiences that can enhance our team and drive innovation, and we are committed to providing equal opportunity and support to all candidates. We encourage everyone to bring their authentic selves to the interview process and join us in building a diverse and inclusive culture at Traction Rec.


Don’t meet every single requirement? Studies have shown that women and marginalized groups are less likely to apply to jobs unless they meet every single qualification. If you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.


Please note that employment is contingent on the successful completion of background and reference checks.

Salary
CAD $90,000 – CAD $100,000 per year
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