About the Role:
We are looking for a Lead Insights Analyst to serve as a strategic partner to GTM leadership. This is not a reporting-only role — it is a high-impact position at the intersection of data, strategy, and revenue execution.
You will own the design and delivery of executive-ready insights across the full GTM spectrum (pipeline, bookings, forecasting, and sales productivity). You will build the dashboards that drive decision-making, shape the narratives presented to senior leadership, and partner directly with Sales leaders to improve revenue outcomes.
This role is ideal for someone who thrives in fast-paced SaaS environments, enjoys translating complex data into clear executive stories, and wants a seat at the table for strategic revenue decisions.
This is a highly visible role within the GTM organization with direct exposure to executive leadership and meaningful impact on revenue outcomes. You will shape how performance is measured, influence strategic decisions, and help scale a high-growth SaaS revenue engine.
If you’re looking for a role where your analysis drives real business outcomes — not just reports — we’d love to meet you.
What You'll Do:
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.
What You’ll Bring:
- 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.
The expected base salary range for this position is $115,000 - $145,000 annually.
Compensation may vary depending on several factors, including a candidate’s qualifications, skills, experience, competencies, and geographic location. Some roles may qualify for extra incentives like equity, commissions, or other variable performance-related bonuses. Further details will be provided by our Talent Acquisition team during the interview process.
What You'll Get:
- Work from Anywhere: Your home, a coffee shop, a company paid WeWork.... you decide!
- 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.
Who We Are:
Billtrust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Billtrust and has not been reviewed or approved by Billtrust.
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Leave & Time Off Breadth — Open/unlimited PTO, company recharge days, paid holidays, volunteer time, parental leave, and a tenure-based sabbatical create broad flexibility for time away. Many roles are fully remote with flexible schedules, supporting actual time-off access.
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Healthcare Strength — Comprehensive medical coverage is emphasized, with low-cost or fully covered employee premiums alongside dental, vision, life, and disability insurance. Wellness programs, fitness stipends, and onsite gym access further bolster health support.
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Strong & Reliable Incentives — Performance bonuses are described as regularly achieved, with uncapped earning potential in some functions. Incentive structures complement base pay and are cited as rewarding for strong performers.
Billtrust Insights
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What We Do
Billtrust makes it easier for B2B companies to get paid. We’ve been the leading innovator in AR automation for nearly two decades and continue accelerating. Our customers span 40+ industries and we lead with double digit market share in many of the industries we serve. We provide automated order-to-cash solutions that meet diverse buyer requirements and speed cash application through tailored invoice delivery, secure multi-channel payment enablement and intelligent matching and payment posting. Our unparalleled expertise in AR informs everything that we do. No one is better positioned to understand and solve for the needs of every individual AR department. We innovate by pushing automation into new areas like our supplier-driven payments network, automated invoice delivery into AP portals and our automated credit application process. We drive results by helping our customers increase electronic adoption of invoices and payments and widening technology bottlenecks. Amazing customer experiences are possible with our connected solutions. We give our customers the power to conduct business unencumbered by manual interactions. For more information, visit us at billtrust.com.
Why Work With Us
We value innovation, accountability, work-life balance, and strong culture driven by the quality and the diversity of the people we hire. Our culture is driven by our values: Customers, Action, Team Spirit, Innovation, and Excellence.
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