Business Analyst, Sales and Customer Success

Business Analyst, Sales and Customer Success

This job has closed but is shown for context on data science work at CircleCI.

CircleCI is looking for a Business Analyst to support the Revenue team in driving intelligence across our planning, forecasting and territory management. As a Business Analyst, you will be responsible for providing reports and generating data driven insights to accelerate our sales and customer success business. You must be a self-starter who thrives in the face of an ever-changing startup environment. We are looking for someone with a great work ethic, who is resourceful and creative in their approach to problem-solving. CircleCI’s clients include many of the most well-known and fastest growing brands in the world, and they expect the highest level of service, value and expertise from our team members.

The ideal candidate will bring a combination of strong analytical and operational skills, is technically savvy, and an Excel wizard comfortable managing, reconciling, and analyzing large data sets from multiple systems with precision. You should feel excited and passionate about representing the needs of the sales and customer success business while working across various other departments (Finance, Data, Marketing, Product).

This role reports into the Director of Revenue Operations, will work closely with analysts across the company, Revenue & Marketing stakeholders, Data/Product Engineering, and Finance. You will have an immediate impact on the efficiency and effectiveness of the client-facing business. This role is vital to CircleCI’s significant growth plans, and we are looking for someone who is excited to be part of a growing organization, loves technology, fun and willing to help CircleCI create a culture of intelligence so we can work smarter and not harder.

What you'll do:

  • Support a regular weekly, monthly and quarterly cadence around planning, forecasting, opportunity progression, pipeline management, Territory analysis and business reviews for CircleCI leadership
  • Support GTM planning and reporting through market segmentation, territory modeling, customer book analysis, quota/incentive analysis, data reconciliation and cleanup  
  • Partner with sales and customer success leaders to design territories, allocate quotas, set metrics, and deliver productivity targets
  • Ad hoc business analysis - manage large data exports from multiple systems, produce analysis, and provide actionable insights to optimize sales and customer success effectiveness
  • Partnering with Deal Desk to analyze commercial deals, including credit for quota retirement and best deals for the business/salesperson
  • Develop and maintain performance dashboards to ensure visibility and insights for stakeholders and sales team members for activity, pipeline and performance against goals
  • Deliver data-driven analysis and actionable insight for the Sales and Customer Success teams in the core areas of sales ramp, productivity, and retention
  • Customer cohort analysis, including NPS, spend, product usage, risk/health metrics
  • Align with (and learn from) cross-functional partners in Finance, Data Science, Sales Comp, CRM, and more
  • Ensure accuracy of all relevant client and sales pipeline information in Salesforce
  • Maintain processes focused on data integrity working in conjunction with the Salesforce technical team, Marketing Operations and the Data Engineering team

What we're looking for:

  • Exceptional analytical skills with Microsoft Excel / Google Sheets - ability to manage, manipulate, reconcile, and cleanup complex data sets from multiple systems
  • Strong experience with Salesforce reporting and dashboards and other sales and customer success tools
  • Strong experience with querying/reporting via SQL, Python and SOQL (Salesforce) and BI Tools (Looker) is a plus!
  • Good understanding of SaaS sales processes and Salesforce data model
  • Ability to communicate clearly and effectively with technical teams, executives, and sales management, in-person and across digital channels
  • You thrive in an agile work environment that requires flexibility and self-direction
  • You are well organized, manage your time well, and are attentive to detail, meeting deadlines and juggling priorities
  • Willingness to take on big challenges and own the results from brainstorm to execution
  • 1+ years experience in an analytics role in a fast-paced environment like tech, consulting, finance, strategy, etc
  • 1+ years experience with CRM systems
  • Advanced Spreadsheet skills with experience manipulating large data sets
  • Experience presenting complex information in an understandable and compelling manner using a Business Intelligence tool like Looker
  • Detail-oriented technical aptitude with strong logical, problem solving, and decision-making skills
  • Great work ethic
  • Excellent interpersonal, verbal and written communication skills
  • Bachelor’s degree or equivalent experience preferred

How to apply

If you’re interested in joining the team at CircleCI, please send a resumé and cover letter describing what inspires you and why you think you are a good fit for the team. If you contribute to an open-source project, write a blog, or have a presence on the web (Twitter, Quora, Linkedin, etc.) we would love to hear about it.

We know there’s no such thing as a “perfect" candidate - we’re all a work in progress and are growing new skills and capabilities all the time. CircleCI welcomes those who are enthusiastic about learning and evolving, so however you identify and whatever your background, if this looks like a role where you could do work that excites you, we hope you’ll apply.

About CircleCI

CircleCI is the world’s largest shared continuous integration and continuous delivery (CI/CD) platform, and the central hub where code moves from idea to delivery. As one of the most-used DevOps tools that processes more than 1 million builds a day, CircleCI has unique access to data on how engineering teams work, and how their code runs. Companies like Spotify, Coinbase, Stitch Fix, and BuzzFeed use us to improve engineering team productivity, release better products, and get to market faster.

Founded in 2011 and headquartered in downtown San Francisco with a global, remote workforce, CircleCI is venture-backed by IVP, Sapphire Ventures, Owl Rock, NextEquity Partners, Scale Venture Partners, Threshold Ventures, Baseline Ventures, Top Tier Capital Partners, Industry Ventures, Heavybit, and Harrison Metal Capital. Learn more at

CircleCI is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

This job has closed but is shown for context on data science work at CircleCI.
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