Job Detail

Sales Operations - Business Analyst at
Palo Alto, CA, US
About is a leader in financial process automation for small businesses and mid-size companies. Making it simple to connect and do business, the Back Office Cloud digitizes, automates and simplifies legacy payment and financial processes. With an integrated, end-to-end platform, leverages artificial intelligence to reduce manual work, and provides a cloud workspace to help run your business anytime, anywhere. The company partners with many of the largest U.S. financial institutions, more than 70% of the top 100 U.S. accounting firms, and major accounting software providers. manages more than $70B in annual payment volume across ACH, virtual cards, checks, and international payments. The company has offices in Palo Alto, California and Houston, Texas. For more information, or follow @billcom.
Mission: The Sales Ops Business Analyst reporting to the Manager of Sales Operations, will support our growing multi channel sales and operations team. You will work with cross functional business leaders to understand their processes and identify their data needs.  This includes managing and expanding current data analytics with a focus on driving process improvements and additional revenue. You will be responsible for but not limited to: performing sales reporting and analytics to provide key insights to sales management, building custom reporting infrastructure using disparate sets of data and overall owner of sales analytics. This role will play an integral part in helping the Sales, Marketing, and Finance teams drive revenue growth at  

Professional Experience/Background to be successful in this role:

    • Bachelor's degree in Business, Economics, Finance, Accounting or a related field required
    • 3-5 years of supporting a multi-channel SaaS organization in an analytical capacity
    • Strong knowledge of and experience with analytics platforms (Tableau, Domo, etc), databases (BigQuery, Hyperion, etc), related languages (SQL, XML, etc), and
    • Knowledge of statistics and experience using statistical packages for analyzing datasets
    • Adept at queries, report writing and presenting findings
    • Ability to work from our Palo Alto Headquarters full time

Competencies (Attributes needed to be successful in this role):

    • Functional/Technical Expertise
    • Values
    • Learning Abilities/Tech Savvy
    • Communication
    • Team Player

Expected Outcomes:

    • Within 30 days of employment:
    • Complete the Guru Certification (product training)
    • Understand the basics of’s Salesforce instance in order to accurately pull sales data
    • Begin learning the sales team’s key performance indicators and understand how these KPIs contribute to overall team numbers.
    • Learn the essentials of’s go-to-market strategy in order to fully understand our business model and value proposition
    • Within 60 days of employment:
    • Take over ownership of all aspects of Sales KPIs including, daily, weekly and monthly distribution of reports
    • Be able to navigate, Tableau, BigQuery and’s native reporting servers  
    • Understand and improve on ability to execute detailed sales reporting in SFDC/Microsoft Excel that is presented to sales management and executives and why each metric is critical to the business.
    • Within 90 days of employment:
    •  Roll out new reporting cadence that aligns with sales needs in order to help the organization grow at scale
    •  Begin performing ad hoc analysis requested by the sales management team and provide insights based on those reports. Culture:
●      Humble – No ego
●      Fun –  Celebrate the moments
●      Authentic – We are who we are
●      Passionate – Love what you do  
●      Dedicated – To each other and the customer