• Collaborates with executive stakeholders, technical staff, analysts, and subject-matter experts in creating robust, high-trust, scalable Enterprise data analytics solutions for business insight • Advises business and technical leadership, and Product Owners in defining and scoping strategic Enterprise, Pillar, and Line of Business analytics product backlogs and performance metrics • Performs advanced data analysis including sampling, modeling, profiling, and evaluation of statistical metrics • Researches and assesses data quality, data lineage and business use of data sources for critical Enterprise/Master data • Provides leadership, Business Analysts and other Data Analysts with recommendations to address data quality issues and recommends the best data sources to enable effective analysis of critical master data • Fosters the cross-functional collaboration required to leverage data as a strategic asset to enable self-service analytics (i.e. insight generation, dashboards), advanced analytics (i.e. predictive and prescriptive modeling), corporate performance management, and digital transformation • Ensures technical metadata and business glossary meet data protection, data privacy and data quality standards • Provides administrative and configuration support for the Enterprise information catalogue and business glossary, and the Enterprise Performance Management application • Collaborates within an agile, multi-disciplinary team of data architects, data analysts, data engineers, BI developers and scrum master to deliver analytics solutions • Adapts standard or develops new business rules for classification, forecasting, simulation, optimization, and summarization necessary to support analytic needs • Assesses the accuracy of data sources and defines and documents cleansing strategies to meet data quality requirements; provides recommendations to define data quality standards

Role Description As part of BILL’s CXO organization, this role sits at the heart of how we understand and improve the customer experience at scale. You will turn our rich operational data and emerging agentic AI capabilities into clear, actionable intelligence that shapes strategy and day-to-day decision-making across CX operations. This is a high-visibility opportunity to build the next generation of CX intelligence, reduce customer friction, and unlock new levels of retention and workforce efficiency. - Lead the design and development of CX data intelligence solutions, including agentic AI “insight agents” that monitor operational health and recommend actions. - Analyze customer journeys, contact drivers, and operational metrics to identify friction points, churn risks, and opportunities to improve customer and agent experiences. - Build and maintain dashboards, reports, and self-service tools that provide CXO leaders with clear visibility into performance, trends, and forecasted outcomes. - Partner closely with CX operations, support, product, data, and engineering teams to translate insights into prioritized roadmaps, process changes, and experiments. - Define and refine CX health and retention metrics (e.g., segment-level health scores, leading indicators) that guide investment and intervention decisions. - Apply advanced analytics, including AI/LLM-powered techniques where appropriate, to automate classification, surface emerging themes, and reduce manual analysis. - Establish and uphold best practices for data quality, documentation, and governance across CXO analytics assets. Qualifications - Strong proficiency in SQL and experience working with large, complex datasets in modern data warehouse and BI environments. - Hands-on experience building analytical models, dashboards, or intelligence solutions that drive measurable impact in customer experience, operations, or similar domains. - Familiarity with AI, machine learning, or LLM-based approaches and a passion for applying them to real-world CX and operational problems. - Exceptional ability to translate complex analysis into clear, compelling stories and recommendations for non-technical stakeholders. - A proactive, ownership-oriented mindset, with a track record of collaborating across teams to move from insight to execution. Requirements - Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future. Benefits - 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) - HSA & FSA accounts - Life Insurance, Long & Short-term disability coverage - Employee Assistance Program (EAP) - 11+ Observed holidays and wellness days and flexible time off - Employee Stock Purchase Program with employee discounts - Wellness & Fitness initiatives - Employee recognition and referral programs - And much more

• Own marketing's funnel metrics and performance standards - defining consistent definitions for MQLs, pipeline contribution, conversion rates, and channel ROI across the org. • Build and maintain dashboards for channel owners, campaign managers, and marketing leadership across HubSpot, Salesforce, and BI tooling; automate recurring reports to reduce manual overhead and increase visibility. • Establish standardized reporting cadences - weekly, monthly, and quarterly - and ensure metrics roll up consistently across teams. • Proactively surface performance trends, anomalies, and opportunities; develop executive-level reporting that translates marketing performance and ROI into clear narratives leadership can act on. • Build and maintain spend vs. pipeline impact models and monthly insight briefs that support investment decisions and flag what the team should pay attention to next. • Partner with marketing leadership during planning cycles to model forecast scenarios, validate targets against historical data, and serve as the analytical voice in budget discussions with RevOps and Finance. • Build and operationalize a measurement framework for marketing tests and pilots - defining success metrics upfront, tracking outcomes rigorously, and delivering what-if analyses that support strategic channel and investment decisions. • Maintain campaign tracking infrastructure in partnership with RevOps: UTM conventions, CRM campaign setup, naming standards, and attribution logic - and advocate for marketing's measurement needs in cross-functional system discussions. • Maintain a shared glossary of marketing metrics and data definitions; partner with RevOps on data enrichment initiatives to keep contacts, accounts, and opportunities complete. • Train channel owners on self-serve dashboards, build audience segmentation reports, and act as marketing's representative in data governance discussions. • At Fundraise Up, AI is a default tool, not an experimental one. We expect every team member to actively use AI in their day-to-day work, identify where AI can change the shape of problems in their function, and grow their fluency as the tools evolve. You should already be using AI meaningfully in your work and understand where it adds value and how it can improve the way you operate.

• Build and Own the Analytics Products • Design, build, and maintain the curated data sources, dashboards, and reports that drive operational decision-making across our programs. • Own each product end to end — from requirements through building, documentation, training, and ongoing enhancement. • Write the SQL and Shape the Data Model • Develop, optimize, and maintain SQL against our cloud data environment. • Partner with data engineering to expose the data you need, and contribute to a sustainable, well-structured analytical layer. • Articulate data requirements clearly and build for performance and reuse. • Automate Recurring Reporting • Build and maintain Python-based reporting pipelines for recurring operational, compliance, and quality deliverables. • Validate rigorously — reconcile numbers to source, QA before release, and stand behind the figures you publish. • Document, Train, and Maintain • Produce clear documentation for the data sources and dashboards you build. • Train and enable the people who use them. • Maintain a prioritized backlog of enhancement requests and re-prioritize as the business needs shift.