The Commercial Sr BI Analyst builds and maintains the reporting and analytics layer for go-to-market teams. The role designs intuitive dashboards, standardizes KPI logic, and enables self‑service commercial analytics across Marketing, Sales, Solution Consulting, Client Experience, Delivery, Finance and adjacent stakeholders. The analyst partners with commercial data strategy owners on canonical definitions, certified datasets, and metric governance; connects data from HubSpot, ABM, paid media, and other GTM tools to deliver trustworthy insights.
Essential Functions and Responsibilities:
Dashboard & Report Development: Design, develop, and maintain core dashboards (campaign performance, pipeline & funnel conversion, forecasting, client expansion) in the enterprise BI tooling.
Metric Standardization: Implement and maintain a unified KPI and visualization framework; enforce certified metrics and dashboard design patterns.
Data Integrity & QA: In partnership with data operations stakeholders, validate data across integrated systems; implement checks and documentation to ensure accuracy and consistency.
Analytics Enablement: Build reusable datasets/semantic models; train stakeholders and promote adoption of self‑service analytics through training, office hours and clear documentaton.
Cross-Functional Partnership: Collaborate with Marketing, Sales, Client Experience and other Go To Market stakeholders to translate business questions into analysis; drive insight narratives and executive readouts.
Collaboration with Data Strategy: Align dashboard logic with canonical definitions; contribute to data dictionary and governance artifacts.
Ad Hoc & Advanced Analysis: Run deep-dive analyses (spend optimization, incrementality, pipeline health, renewal/expansion patterns) and support experimentation programs.
Visualization & Storytelling: Apply best‑practice visualization and accessibility standards to deliver clear, action‑oriented insights.
Position Specifications
Education:
Bachelor’s degree in Business, Analytics, Computer Science, or related field; or equivalent experience.
Experience:
4–6+ years in BI/reporting within B2B SaaS; portfolio of dashboards that drove measurable business outcomes.
Understanding and experience in varying forms of data modeling; exposure to advanced go to market measurement concepts (e.g. attribution, incrementality, cohorting).
Experience connecting GTM systems (HubSpot, ABM, paid media, enrichment) to BI and shaping certified datasets..
Experience enabling self‑service analytics and stakeholder training.
Knowledge, Skills, & Abilities:
Proficiency with enterprise BI tools and semantic modeling; confident with joins, aggregations, and performance tuning.
Understanding of B2B GTM concepts (influence, attribution, funnel conversion, forecasting, renewal/expansion)
Strong communication, visualization, and stakeholder management; ability to craft clear, executive‑level insights.
Travel:
Minimal, generally 12 days or less per year, ~2X team get togethers a year