Sr Analyst - GTM Strategy & Analytics

• Own detailed data-backed analytics development for recurring business needs/projects, ie, annual operating plan, business reviews, external stakeholder reviews, internal review cadences

• Assist/Develop AI-enhanced forecasting models and pipeline health analytics under guidance from senior leadership.

• Create visually engaging dashboards and reports for leadership review using tools like (Power BI, or Google Data Studio)

• Prepare recurring and ad-hoc reports using BI tools, Salesforce, and workflow automation platforms.

• Monitor business performance trends and highlight potential risks or opportunities to GTM stakeholders.

• Maintain clean, accurate CRM data and ensure it is consistently trusted as the single source of truth.

• Support automation initiatives that improve reporting efficiency and reduce manual data work.

• Collaborate with peers to ensure GTM metrics and dashboards are aligned with business priorities.

• Conduct periodic data hygiene audits in Salesforce and coordinate corrective actions with relevant teams.

• Stay updated on emerging AI, automation, and analytics tools relevant to GTM and suggest adoption opportunities.

   • Learn GTM systems, data sources, and reporting processes.

   • Build working relationships with GTM, Product, and Finance stakeholders.

   • Support production of recurring reports and dashboards.

   • Take ownership of selected recurring reports with minimal oversight.

   • Assist in implementing one automation or AI-based improvement in reporting.

   • Begin presenting data findings to peers and managers.

   • Independently manage reporting schedules and dashboards for assigned areas.

   • Deliver at least one fully automated reporting or data process improvement.

   • Regularly provide actionable insights that support GTM performance improvement.