Sales & Customer Success Analyst

The role

You will support Paymode's Sales and Customer Success organizations by delivering data-driven insights, reporting, dashboards, and ad hoc analysis. You will use SQL and Power BI to build reporting and identify opportunities to use AI and automation to improve workflows.

What you will do

• Build, maintain, and enhance dashboards, reports, and analytical tools supporting Paymode Sales and Customer Success teams.
• Use SQL, Power BI, and other data tools to analyze business, customer, and portfolio performance.
• Provide timely ad hoc analysis and reporting in response to business and stakeholder needs.
• Partner with various stakeholders to understand analytical needs and develop reporting solutions.
• Support customer, payer, vendor, and channel-partner analytics.
• Maintain data quality and consistency across dashboards and reporting.
• Identify opportunities to automate recurring analysis and reporting.
• Leverage AI and emerging analytical tools to streamline workflows.
• Share AI and automation best practices with the broader analytics team.

Required qualifications

• 2+ years of experience in data analytics, business analytics, Sales/Customer Success analytics, or a related field.
• Hands-on experience using SQL to query, analyze, and interpret structured datasets.
• Experience building and maintaining dashboards and reports using Power BI or a similar business intelligence platform.
• Working knowledge of data modeling and the ability to understand relationships across datasets.
• Experience translating business questions into meaningful analysis, reporting, and actionable insights.
• Ability to manage recurring reporting alongside ad hoc analytical requests from business stakeholders.
• Strong analytical and problem-solving skills with attention to data accuracy and quality.
• Strong communication skills and the ability to present analytical findings clearly to nontechnical stakeholders.
• Curiosity about AI, automation, and emerging analytical tools.

Nice to have

• Experience supporting Sales, Customer Success, account management, or other customer-facing teams through data and analytics.
• Experience working within SaaS, FinTech, Payments, or another data-driven business environment.
• Experience supporting customer or portfolio analytics, business reviews, or QBR reporting.
• Familiarity with CRM platforms such as Salesforce.
• Experience using generative AI, Microsoft Copilot, automation, or similar emerging tools to improve analytical workflows, reporting, or productivity.

About the company

Bottomline is a global leader in business payments and cash management with over 35 years of experience.