Responsibilities

• Build the source of truth: Automate the ingestion, reconciliation, and synthesis of GTM data across Salesforce, Vitally, Tableau, and Omni into a single, trusted view of the funnel that leadership can rely on.
• Orchestrate AI workflows: Design, deploy, and refine custom System Prompts and LLM workflows to compress analysis cycles, generate first-draft SQL, and handle complex qualitative data inputs.
• Diagnose the enterprise funnel: Analyze where our enterprise and SMB motions diverge, separate revenue signals from anecdote, and use AI-driven predictive modeling to isolate bottlenecks and drop-off points.
• Partner with executives: Serve as a strategic advisor to the VP of Finance, CMO, SVP Sales, SVP Partnerships, and SVP CX, preparing executive-ready analyses and confidently defending data-backed pivots during high-stakes strategic discussions.
• Support the Omnix GTM motion: Architect the metrics, reporting, and "North Star" indicators for our newest enterprise product, evaluating segment economics, attach rates, sales-cycle velocity, and expansion behavior.
• Audit and govern financial data: Navigate an imperfect data environment where stage definitions vary, independently investigating systems to resolve discrepancy and ensure the underlying strategic logic is flawless.

Requirements

• 3–5+ years of experience in Investment Banking, Management Consulting, Strategic Finance, FP&A, RevOps analytics, or a highly analytical revenue role.
• Direct exposure to a B2B SaaS GTM motion with professional fluency in SaaS unit economics, pipeline metrics, conversion funnels, and retention.
• Advanced, practical proficiency in SQL (joins, aggregations, basic window functions) alongside strong financial modeling skills in Excel/Sheets.
• Active, day-to-day deployment of AI tools (such as LLMs, custom prompts, or automation platforms) to accelerate analytical cycles, with a proven ability to compress workflows.

Nice to have

• Cognitive skepticism — a deep ability to critically audit AI and model outputs, knowing when the machine or the data is wrong, and possessing the technical depth to fix it.
• A "diagnose before building" mindset — the ability to dive into messy, unstructured data environments to unpack the root causes of systemic GTM bottlenecks rather than waiting for pristine data.
• Calibrated confidence and stakeholder influence — a demonstrated ability to translate complex, data-heavy strategic conclusions into clear, actionable business narratives for senior executives, remaining open to feedback while standing firm on data-backed insights.
• High comfort operating at pace — an entrepreneurial self-starter who thrives with ambiguity and takes full end-to-end ownership on a small, fast-moving corporate team.

Benefits

• Equal Parental leave - regardless of gender, up to 20 weeks fully paid leave to take care of their new baby, within the first year of birth or adoption
• Mental health services through Spring Health and well-being days
• Mentorship program - select your mentor from our internal pool and continue your learning path!
• Comprehensive health coverage , including dependents
• Unlimited PTO
• Betterment 401(k) retirement plan
• Paid holidays and sick leave
• Donation matching program - give back to the community and support actions that lead to positive social impact under the historically marginalized communities. Every donation will be matched by Dashlane, up to $500 per year
• Weekly lunch in the office and monthly happy hour
• Team buildings & seasonal social events and many more