Data Analyst (Professional Services)

Data Analyst:

We are seeking a highly analytical, detail-oriented Data Analyst to support our growing Professional Services organization within a high-growth SaaS software company. This role will play a critical part in driving business insights and improving decision-making by partnering closely with the SVP of Professional Services, FP&A, and cross-functional teams. The Data Analyst will work across a variety of data sources including Salesforce, financial systems, and operational platforms to deliver actionable analysis, develop and refine forecasts, and uncover trends that inform strategic initiatives.

What You'll do:

• Analyze large datasets from Salesforce, financial systems (e.g., NetSuite, SAP, etc.), and operational tools to provide meaningful insights on business performance, customer engagement, resource utilization, project delivery, and financial health.
• Support forecasting and planning cycles by leveraging historical data trends, pipeline analysis, backlog, and bookings data.
• Design and maintain dashboards and reports that clearly articulate key business metrics (e.g., utilization, realization, revenue, margin, capacity planning).
• Partner with the FP&A team to ensure alignment on forecast methodologies, assumptions, and business drivers.
• Build models that help improve forecast accuracy, resource planning, and scenario analysis.
• Proactively identify areas of variance between forecast and actuals, analyze root causes, and recommend corrective actions.
• Collaborate with internal stakeholders to improve data integrity across Salesforce and other systems of record.
• Assist in defining operational KPIs, benchmarks, and best practices to improve service delivery and operational efficiency.
• Recommend and implement process improvements to streamline data collection, reporting, and analysis.
• Serve as a key liaison between Professional Services, FP&A, Sales Operations, and Business Systems teams.
• Translate business questions into structured analytical projects and deliver concise, data-driven recommendations.
• Assist in the development of business cases, board reporting, and strategic planning presentations.

What You'll Bring

• Bachelor’s degree in Business Analytics, Finance, Economics, Statistics, Computer Science, or a related field (Master’s degree a plus).
• 3+ years of experience in a data analyst, business analyst, or operations analyst role, ideally within a SaaS or professional services environment.
• Proficient in Salesforce reporting & data extraction, as well as experience working with financial data and ERP systems.
• Strong hands-on experience with data analysis tools such as Excel, SQL, Tableau, Power BI, or similar platforms.
• Solid understanding of forecasting techniques, business modeling, and data storytelling.
• Strong business acumen and comfort working with senior executives and cross-functional stakeholders.
• Excellent communication skills, with the ability to present complex data in a clear and concise manner.
• Self-starter with a high attention to detail and a passion for solving problems with data.
• Experience with Professional Services Automation (PSA) tools (e.g., Planview, Mavenlink, FinancialForce, Kantata, or similar).
• Experience integrating and automating data pipelines between systems.
• Familiarity with SaaS financial metrics (e.g., ARR, churn, CAC, TTV, TTL, etc.).

The base salary for this position is $60,000.00 - $70,000.00. 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. Our Talent Acquisition team will provide further details during the interview process.

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Billtrust, we celebrate and support diversity and are committed to creating an inclusive environment for all employees. So, if your experience aligns but doesn't exactly match each and every qualification, apply anyway. You may be exactly what we are looking for!  

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: