Financial, Business Intelligence Analyst at ClickUp (San Diego, CA or Remote)

| San Diego, CA +1 more | Remote
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ClickUp is the world's only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform including project management, document collaboration, spreadsheets, chat, goals, and more. On a mission to make the world more productive, ClickUp is headquartered in San Diego and scaling remotely and internationally. As one of the fastest-growing SaaS companies in the world, ClickUp helps millions of users to be more productive and save at least one day every week. 🦄

Do you enjoy taking an analytical, creative, and innovative approach to solving problems? Do you have an entrepreneurial mindset and thrive in a fast paced, data-driven business environment?  If so, this may be the role for you! 

ClickUp is looking for a highly motivated Financial, Business Intelligence Analyst across ClickUp’s sales and customer success organizations. You will turbocharge ClickUp’s growth while also leading key financial projects to effectively scale our growth to $10B+ annually in the next few years. You must have strong experience in building the analytic /dashboard strategy, planning, and revenue scaling function for a hyper-growth company that will escalate our existing framework. This is a highly visible role within the company with a direct partnership with the revenue leadership team with direction, insights to analytics dashboard, and reports.

You will enable the organization to establish, meet, and exceed both current and future business-critical objectives through leadership of Financial strategy. This includes the design, development, and facilitation of financial strategy KPIs, Dashboards, and reports for all levels of ClickUp Sales, including leadership of vital cross-functional efforts.

The Role:
  • Develop subject-matter expertise in the context of Finance
  • Proactively identify new analytic projects and determine enhancements to existing solutions
  • Work with large sets of data to build data pipelines and analytics for external, executive and company wide reporting
  • Fill in the gaps that exist in dashboards and reports by performing analysis, yet take ownership of improving those tools to facilitate self-service
  • Work collaboratively with data engineers, analysts, and data visualization engineers to deliver analytic solutions
  • Work cross-functionally with FP&A, Controllership, Operations, Analytics and Engineering for tight alignment
  • 3+ years of BI experience, at least 2+ of SaaS (B2B, B2C) and Financial-Analytical experience
  • Startup experience is highly preferred
  • Cross-functional leading experience
  • Experience leading direct reports
  • A bachelor’s degree
  • Experience with building business models for GTM plans.
  • Ability to excel in a hyper-growing environment by being a fast learner and creative problem solver. At the same time is passionate about work, humble in nature, and a phenomenal team player.
  • You are an analytics-minded engineer with a strong passion for empowering business with data solutions 
  • You can take vague requirements and crystalize them into data analytics and tooling
  • You have an aptitude for accuracy, automation and scaling, and can translate business needs into robust data models and solutions
  • You are able to express data through curated visualizations and compelling storytelling
  • You enjoy being highly connected to the business and solving problems end-to-end with minimal oversight
  • You can clearly articulate metric definitions, data insights and project roadmaps in verbal and written form
  • You have great collaboration skills, and can influence cross-functional teams through strong thought partnership 

ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C++Languages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • SqlLanguages
    • ReduxLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • PendoAnalytics
    • FigmaDesign
    • ClickUpManagement
    • WordpressCMS
    • HubSpotCRM
    • FrontEmail
    • DripEmail
    • OutreachLead Gen

An Insider's view of ClickUp

How does your team reward individual success?

ClickUp has afforded me an opportunity to have a voice in the direction of the Sales department. An opportunity I had not previously experienced in my 7 year career!


Enterprise Account Executive

What projects are you most excited about?

The fast release pace of new features that ClickUp is known for means you are always working on something new, which as a developer I love. Personally, I look forward to all of the different third-party integrations that make ClickUp fit even more seamlessly with our user's workflows.


Back End Software Engineer

What does career growth look like on your team?

Since joining ClickUp, I’ve experienced nothing but growth and upward mobility. New ideas are listened to (and heard!), and we’re given total agency to forge a path to success. The steps along the way? Think it, believe it, work really hard for it, share it, build it, and watch it grow. The sky’s not even the limit here...deep space is


Community Manager

What unique initiatives do you have that encourage innovation?

Good ideas can come from anywhere! That is why we encourage all employees to share their ideas whenever they have them via Slack on our #ideas channel. Product Managers monitor this channel and follow up with employees who developed the ideas to get them built into our product.


Lead Product Manager

How do your team's ideas influence the company's direction?

When the coaching team is on customer calls, we're able to hear users express exactly what they are looking to accomplish, and connect them with solutions. We’re not just listening to the users that pay us massive amounts of money, either! We want to hear from all our users, and directly share that feedback with ClickUp leadership!


Coaching Program Lead

What are ClickUp Perks + Benefits

ClickUp Benefits Overview

Employee benefits:
Healthcare - 100% of premium covered
Dental - 100% of premium covered
Commuter Benefits
Paid vacation

Company perks:
401k with 100% employer match up to 2% of annual salary
New MacBook Pro
Weekly lunches
Unlimited snacks, drinks, kombucha, and cold brew in the office
Continued learning (access to tons of paid courses!)

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Documented equal pay policy
Unconscious bias training
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K) Matching
Child Care & Parental Leave Benefits
Flexible Work Schedule
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Relocation Assistance
Professional Development Benefits
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available

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