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Billtrust is the leading innovator in AR automation and B2B payments.
Lead Insights Analyst
Location
United States
Posted
122 days ago
Salary
$115K - $135K / year
Seniority
Senior
Job Description
Lead Insights Analyst
Billtrust
• 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.
Job Requirements
- 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.
Benefits
- 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.
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