Lead Insights Analyst

Lead Insights Analyst – GTM Strategy Position Overview

Billtrust is seeking a Lead Insights Analyst to serve as a strategic partner to Go-To-Market (GTM) leadership. This is a high-impact role at the intersection of data, strategy, and revenue execution.

The role goes beyond reporting — it owns executive-level insights across pipeline, bookings, forecasting, and sales productivity. You will design dashboards, shape board-ready narratives, and partner directly with Sales leaders to influence revenue strategy and outcomes.

This is a highly visible role with direct exposure to executive leadership.

• Design and maintain scalable dashboards across Tableau, Power BI, Salesforce, Clari, and Gong.

• Establish and govern a single source of truth for pipeline, bookings, forecast, and productivity metrics.

• Improve data models, visualization standards, and reporting governance.

• Partner with Sales Leadership to identify risks, performance drivers, and growth opportunities.

• Analyze funnel health and provide insights influencing headcount planning, territory design, quota setting, and compensation strategy.

• Support executive and board-level reporting with structured narratives and insights.

• Act as a thought partner on key GTM initiatives including channel and expansion strategy.

• Translate ambiguous business questions into structured analyses and actionable recommendations.

• Build scalable reporting frameworks for new logo acquisition and expansion motions.

• Identify gaps in CRM hygiene and reporting logic; recommend improvements.

• Collaborate cross-functionally with Sales, Marketing, Finance, and Product teams.

• Define and document metric standards and reporting definitions.

• 5–7+ years of experience in data analytics, revenue operations, or business intelligence (preferably in B2B SaaS).

• Advanced proficiency in Tableau and/or Power BI.

• Strong Salesforce expertise.

• Experience with Clari and Gong preferred.

• Strong SQL skills and experience working directly with data models and large datasets.

• Deep understanding of SaaS metrics including ARR, pipeline coverage, CAC, conversion rates, expansion, churn, and forecast accuracy.

• Proven ability to create executive-ready dashboards and board-level reporting.

• Strong storytelling and presentation skills.

• Ability to operate in ambiguous, fast-paced environments with high ownership.

Base Salary: $115,000 – $145,000
Additional incentives may include equity, commission, or performance bonuses depending on eligibility.

• Work-from-anywhere flexibility

• Flexible working hours

• Open PTO

• Paid parental leave

• Sabbatical program

• Medical, dental, vision insurance

• 401(k) with company match

• Professional development and leadership programs

• Employee recognition programs

Finance leaders rely on Billtrust to accelerate cash flow, reduce costs, and improve customer satisfaction. As a leader in B2B order-to-cash software and digital payments, Billtrust supports over 2,600 global customers and processes more than $1 trillion in invoice dollars annually.

The company fosters a culture focused on ownership, accountability, and delivering measurable business outcomes.