Billtrust

Billtrust is the leading innovator in AR automation and B2B payments.

Lead Insights Analyst

Business AnalystBusiness AnalystFull TimeRemoteTeam 501-1,000Since 2001H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

30 days ago

Salary

$115K - $135K / year

Bachelor Degree5 yrs expEnglishSQLTableau

Job Description

• 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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