Senior GTM Strategy Analyst

  • Full Time

About, together with its wholly owned subsidiaries Divvy and Invoice2go, is focused on being the one stop shop that simplifies, digitizes, and automates complex financial operations for small and midsize businesses. Customers use the platform to manage end-to-end financial workflows and to process payments. The AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflow. The company partners with several of the largest U.S. financial institutions, the majority of the top 100 U.S. accounting firms, and popular accounting software providers. has its headquarters in San Jose, California with offices in Houston, Texas, Draper, Utah, and Sydney, Australia.


Reporting to the Sr. Manager, GTM Analytics & Strategy, this role will help the organization scale the go-to-market operations from $200M in revenue to $1B+ in revenue over the next few years.

The ideal candidate will bring a depth of analytical experience as well as strong cross-functional partnership and operational experience scaling out technology companies going through hypergrowth. The role is based in San Jose, with the option for a hybrid work environment. 


Professional Experience/Background to be successful in this role:


  • Expand the scope of​ go-to-market analytics at, using data to extract and synthesize actionable insights to drive informed strategic business decisions.    
  • Analyze and interpret trends in our business and present results to the go-to-market Leadership team in meetings, using BI tools like Looker and AWS QuickSight to visualize the data into digestible formats. 
  • Design automated short-run & long-run statistical models to accurately forecast the future results and trends of our business.     
  • Ensure successful preparation and processing of large amounts of data between our GTM systems and the company’s Datalake, as well as vice versa.
  • Analyze and reconcile disparate sources of data across systems at to determine legitimacy and usability among the different sources.
  • Automate preparation of company KPIs to efficiently share business performance across multiple stakeholders and teams.
  • Communicate complex concepts or issues in an understandable way. 

    Competencies (Attributes needed to be successful in this role):


  • Bachelor’s or Master’s degree in a related field such as Business, Economics, Finance, Accounting. 
  • 3-5 years of work experience supporting a multi-channel SaaS organization in an analytical capacity.
  • Strong experience in SQL and data warehouses.​​Data visualization experience using tools such as Looker, AWS QuickSight, Tableau, etc.
  • Experience working with data from GTM systems such as Salesforce a plus.

    Expected Outcomes in 3, 6, or 12 months:


  • Analytical thinker with strong problem solving skills and patience with detail.
  • Proactive inclination for taking initiative and coming up with new solutions.
  • Strong communicator in all formats and able to work cross-functionally. 
  • Collaborative and Team-oriented mindset.
  • Strong understanding of business drivers and KPIs.
  • Ability to multi-task in a fast-paced business environment.
  • cultural fit and enjoyable to work with.



    #LI-SJ is committed to a policy of equal employment opportunity. We recruit, employ, train, compensate, and promote without regard to race, color, age, sex, ancestry, marital status, religion, national origin, disability, sexual orientation, veteran status, present or past history of mental disability, genetic information or any other classification protected by state or federal law. Culture:
    ●      Humble – No ego
    ●      Fun –  Celebrate the moments
    ●      Authentic – We are who we are
    ●      Passionate – Love what you do  
    ●      Dedicated – To each other and the customer
    Our Applicant Privacy Notice describes how treats the personal information it receives from applicants.