Senior GTM Analyst

Role Overview

• Own CPQ quote accuracy and hygiene—ensuring quotes in Salesforce are clean, complete, and compliant before they reach the field or a customer.
• Serve as first point of contact for rep-facing deal desk support on standard deals; route non-standard or high-value exceptions to the Pricing Lead.
• Manage pricing escalation triage: distinguish standard from non-standard, apply routing logic, and escalate without pulling in VP-level judgment on routine matters.
• Maintain quote-to-close process compliance—flagging deviations, documenting patterns, and surfacing systemic issues.
• Own day-to-day Salesforce data governance: account ownership policy enforcement, data quality exception reporting, and field-facing triage.
• Support SalesLoft cadence governance and HubSpot campaign operations in partnership with BizOps.
• Serve as the business-side liaison to BizOps on systems administration—translating field needs into clear requirements.
• Handle ad hoc report requests from sales managers, reps, and CS—providing fast-turn responses that reduce the need for VP escalation.
• Generate implementation funnel reports and recurring analytics packs, transitioning recurring deliverables to automated pipelines as they mature.
• Own commission processing and statement generation.
• Support new rep onboarding to GTM systems in partnership with Sales Enablement.
• Prepare data inputs for quarterly board reporting and investor update packs as needed.
• Catalogue request types, volume, and resolution patterns to build a data-driven case for automation prioritization.
• Partner with the VP, Revenue to translate high-volume, repetitive requests into automation candidates.
• Act as the field-side QA layer on AI-generated outputs—flagging anomalies, edge cases, and failure modes before they reach stakeholders.

Requirements

• Bachelor’s degree in Business, Analytics, Finance, or related field.
• 3–5 years in Sales Operations, Revenue Operations, or GTM Analytics at a SaaS company.
• Hands-on Salesforce experience required—data governance, reporting, and workflow familiarity; CPQ experience strongly preferred.
• Experience with SalesLoft, HubSpot, or equivalent sales engagement and marketing automation platforms.
• Reaches for AI tools (Claude, ChatGPT, Copilot) to draft reports, clean data, or prototype solutions before building manually—you don’t need to write production code, but you should be the person who tries the AI approach first.
• High judgment in ambiguous situations: able to distinguish what to resolve independently vs. what to escalate.
• Strong analytical skills—can pull, structure, and present data without heavy tooling support.
• PE-backed or high-growth SaaS environment experience (Preferred).
• Healthcare technology, Medicaid, or home and community-based care domain knowledge (Preferred).
• Exceptional cross-functional communication—effective with sales reps, CS, Finance, and BizOps without losing context between audiences (Preferred).

Benefits

• Competitive health plans
• Paid time-off
• Company paid holidays
• 401K retirement program with a Company elected match
• Other company sponsored programs