ActivTrak

The Senior Sales Analyst will analyze sales results and pipeline health to drive revenue growth through data-driven insights. This role involves collaborating with Sales and Finance teams to build accurate revenue forecasts and maintain executive dashboards for sales performance metrics. | Candidates should have a bachelor's degree in Finance, Business, Economics, or a related field, along with 3-5 years of experience in sales or revenue operations. Strong technical skills in Excel, CRM systems, and BI tools are essential, along with a deep understanding of SaaS metrics. | We are looking for a highly analytical and business-savvy Senior Sales Analyst to serve as the strategic bridge between our Sales and Finance teams. In this role, you'll drive revenue growth through data-driven insights, sales performance optimization, and financial analysis. You'll be the go-to person for revenue intelligence, working directly with our Chief Sales Officer and VP of Finance to optimize sales performance and ensure accurate financial planning. The ideal candidate will have strong experience in sales operations or revenue operations combined with solid financial analysis skills in a fast-growing B2B SaaS environment. Key Responsibilities Revenue & Sales Performance Analysis: Analyze sales results, pipeline health, and conversion metrics to identify trends and recommend actionable strategies Monitor key SaaS metrics (ARR, MRR, CAC, LTV, churn) and provide insights on revenue performance by segment, product, and sales team Track sales pipeline health, conversion rates, and deal velocity across all stages of the sales funnel Partner with Sales leadership to diagnose performance gaps and identify growth opportunities Forecasting & Financial Planning: Collaborate with Sales and Finance teams to build accurate revenue forecasts and support annual planning processes Maintain rolling forecasts with variance analysis and provide regular updates to executive leadership Develop financial models for sales compensation, quota setting, and ROI analysis of sales initiatives Reporting & Analytics: Build and maintain executive dashboards and KPI reporting for sales performance and revenue metrics Ensure data accuracy across CRM, ERP, and BI systems; reconcile discrepancies between Sales and Finance reporting Provide regular business reviews and ad-hoc analysis to support strategic decision-making Cross-Functional Partnership: Work closely with Sales Operations, Marketing, and Finance to align on targets, processes, and outcomes Support sales leadership with territory planning, quota setting, and performance management Collaborate on pricing analysis, deal profitability assessment, and revenue recognition guidance Experience: Bachelor's degree in Finance, Business, Economics, or related field 3-5 years of experience in sales operations, revenue operations, or sales/revenue analytics B2B SaaS experience with deep understanding of subscription business models Experience working directly with sales leadership and cross-functional teams in a high-growth environment Technical Skills: Advanced Excel and financial modeling capabilities Experience with CRM systems (Salesforce preferred) and revenue operations tools Proficiency with BI/reporting tools (Power BI, Tableau, Looker, or similar) Familiarity with ERP/FP&A systems (NetSuite, Cube, or similar) Strong understanding of SaaS metrics, sales processes, and revenue recognition principles Core Competencies: Excellent analytical and problem-solving skills with ability to translate complex data into actionable business insights Strong communication skills with experience presenting to executive leadership and non-technical stakeholders Ability to thrive in a fast-paced, high-growth environment with competing priorities Detail-oriented with strong organizational skills and ability to manage multiple projects simultaneously Collaborative mindset with experience building relationships across Sales, Finance, and Operations teams Preferred Qualifications: Experience with sales compensation plan design and analysis Background in financial planning & analysis (FP&A) Previous experience in venture-backed or high-growth SaaS companies What We Offer Competitive compensation and benefits Position is remote within US Minimal travel About ActivTrak This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you! ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.

Lead and manage a team delivering SaaS platform implementations, ensure project delivery quality, build executive relationships, and drive continuous improvement. | 5+ years in Professional Services or Project Management with 3+ years in leadership, expertise in B2B SaaS implementations, strong communication and organizational skills. | Description: • Lead the team responsible for implementing the ActivTrak platform and delivering high-value onboarding and data services projects • Oversee multiple Project Managers and ensure consistent, high-quality delivery across commercial through enterprise accounts • Coach, mentor, and develop a high-performing team of Project Managers • Establish and scale delivery frameworks to ensure consistency, quality, and repeatability across customer engagements • Partner with Sales, Solution Engineers, Solution Architects, and Customer Success leadership to align on customer objectives, technical requirements, and delivery timelines • Serve as an escalation point and build trusted executive relationships to drive customer satisfaction • Monitor project performance across the portfolio, ensuring scope, milestones, and budgets are on track and communicating risks to leadership • Contribute to continuous improvement of professional services methodologies, tools, and processes to support growth and scalability • Ensure the team effectively communicates ActivTrak’s use cases, features, and value through training, enablement, and solution adoption • Serve as the voice of the customer internally, sharing insights that influence product, customer success, and go-to-market strategies Requirements: • 5+ years of experience in Professional Services, Customer Success, or Project Management • At least 3+ years in a leadership role managing teams • Proven expertise in leading B2B SaaS implementations • Exposure to BI/data projects preferred • Strong executive presence and ability to build trusted relationships across all levels of customer organizations • Demonstrated success in developing people, leading teams through change, and driving operational excellence • Strong organizational, communication, and problem-solving skills • Ability to thrive in a fast-paced, dynamic environment Benefits: • Competitive compensation and benefits • Position is remote within the U.S. • Minimal travel required

Lead and develop a team of Project Managers to deliver high-quality customer onboarding and adoption projects while partnering with cross-functional teams to ensure customer satisfaction and operational excellence. | 5+ years in Professional Services, Customer Success, or Project Management with 3+ years managing teams, experience in B2B SaaS implementations, strong executive presence, and excellent communication and problem-solving skills. | As the Director, Customer Onboarding & Adoption, you will lead the team responsible for implementing the ActivTrak platform and delivering high-value onboarding and data services projects for our customers. You will oversee multiple Project Managers and ensure consistent, high-quality delivery across commercial through enterprise accounts. This role requires a strategic leader who can coach and develop a high-performing team, while also partnering directly with customers and cross-functional stakeholders to drive measurable outcomes. Key Responsibilities: • Lead, mentor, and develop a team of Project Managers responsible for customer onboarding and implementation projects. • Establish and scale delivery frameworks that ensure consistency, quality, and repeatability across all customer engagements. • Partner with Sales, Solution Engineers, Solution Architects, and Customer Success leadership to align on customer objectives, technical requirements, and delivery timelines. • Drive customer satisfaction by building trusted executive relationships and serving as an escalation point for project challenges. • Monitor project performance across the portfolio, ensuring scope, milestones, and budgets are on track, and proactively communicating risks to leadership. • Contribute to the continuous improvement of professional services methodologies, tools, and processes to support growth and scalability. • Ensure the team effectively communicates ActivTrak’s use cases, features, and value to customers through training, enablement, and solution adoption. • Serve as the voice of the customer internally, sharing insights that influence product, customer success, and go-to-market strategies. Requirements • 5+ years of experience in Professional Services, Customer Success, or Project Management, with at least 3+ years in a leadership role managing teams. • Proven expertise in leading B2B SaaS implementations, with exposure to BI/data projects preferred. • Strong executive presence and ability to build trusted relationships across all levels of customer organizations. • Demonstrated success in developing people, leading teams through change, and driving operational excellence. • Strong organizational, communication, and problem-solving skills, with the ability to thrive in a fast-paced, dynamic environment. Benefits Work Environment: • Competitive compensation and benefits • Position is remote within the U.S. • Minimal travel required This is an opportunity to shape and scale the customer onboarding and adoption function at a high-growth, VC-backed company. If you are a strategic leader who thrives at the intersection of people leadership, customer delivery, and operational excellence, we’d love to talk to you. ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.