Billtrust · 10 hours ago
Lead Insights Analyst
United States
Full-time
Remote
Senior Level, Lead/Staff
$115K/yr - $135K/yr
5+ years expBilltrust is a B2B order-to-cash software and digital payments market leader. They are seeking a Lead Insights Analyst to serve as a strategic partner to GTM leadership, focusing on delivering executive-ready insights and improving revenue outcomes through data analysis and dashboarding.
FinanceFinTechPaymentsSoftwareFinancial Services
Responsibilities
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
Qualification
Required
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.... 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.
Company
Billtrust
Billtrust develops a payment cycle management platform designed to automate every step in the invoice-to-cash process.
501-1000 employees
H1B Sponsorship
Billtrust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (5)
2022 (16)
2021 (6)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$315MKey Investors
W Capital PartnersRiverwood CapitalGoldman Sachs
2022-09-28Acquired
2021-01-13Post Ipo Equity· $200M
2021-01-13IPO
Leadership Team
Grant Halloran
Chief Executive Officer
Joseph Eng
Chief Technology Officer
Recent News
Destination CRM
2026-01-16
Company data provided by crunchbase