GTM Data Analyst at takepayments Limited

The GTM Data Analyst is responsible for maintaining and optimizing critical sales and partner data structures that power SMB go-to-market operations. This role ensures the integrity, accuracy, and usability of hierarchy data across Snowflake and Salesforce, enabling reliable reporting, efficient sales execution, and data-driven decision-making.

Key Responsibilities

Data Management & Orchestration

• Maintain and manage SMB sales and partner hierarchy tables within Snowflake, ensuring accuracy, completeness, and alignment to business structures
• Translate and synchronize hierarchy data into Salesforce, supporting account, partner, and sales reporting frameworks
• Monitor and validate data flows between Snowflake and Salesforce, proactively identifying and resolving discrepancies
• Support ongoing data hygiene efforts, including deduplication, normalization, and data quality enforcement

Salesforce Data & Hierarchy Support

• Serve as a subject matter resource for Salesforce hierarchy structures (Accounts, Partners, Territories, etc.)
• Ensure Salesforce reflects the most up-to-date and accurate hierarchy data to support routing, segmentation, and reporting
• Partner with Sales Operations, Partner Operations, and GTM Technology teams to implement hierarchy updates and enhancements

Reporting & Analytics

• Develop and maintain dashboards and reports in Salesforce to support SMB sales and partner leadership
• Translate business requirements into scalable reporting solutions that provide actionable insights
• Analyze data trends and provide recommendations to improve sales and partner performance
• Support ad hoc reporting and data analysis requests across SMB stakeholders

Data Governance & Quality

• Establish and monitor processes that ensure data accuracy, consistency, and governance across systems
• Perform QA checks, anomaly detection, and ongoing validation of hierarchy and reporting data
• Document processes, data definitions, and hierarchy logic for transparency and scalability

Collaboration & Continuous Improvement

• Collaborate cross-functionally with Sales Ops, Marketing Ops, BI, and Data Engineering teams
• Support enhancements to data models, reporting frameworks, and automation processes
• Contribute to broader data orchestration initiatives and tooling improvements as needed

Qualifications

Required

• 2–5+ years of experience in Sales Operations, Revenue Operations, Data Analytics, or similar role
• Working knowledge of Salesforce (data model, reporting, dashboards)
• Working knowledge of Snowflake (data querying, table structures, data validation)
• Strong SQL skills for data extraction and analysis
• Experience building reports and dashboards for business stakeholders
• Strong attention to detail and commitment to data accuracy

Preferred

• Experience with sales or partner hierarchy management
• Familiarity with data orchestration, ETL/ELT processes, or data pipelines
• Experience with BI tools (e.g., Power BI, Tableau)
• Understanding of SMB sales or partner go-to-market models

Key Competencies

• Analytical thinking and problem-solving
• Data quality and governance mindset
• Ability to translate technical data into business insights
• Strong communication and stakeholder management skills

Success Measures

• Accuracy and reliability of SMB sales and partner hierarchy data
• Adoption and effectiveness of Salesforce dashboards and reports
• Reduction in data discrepancies between Snowflake and Salesforce
• Improved visibility and decision-making for sales and partner leaders

Additional Responsibilities

• Execute ad hoc data requests and analysis to support evolving SMB GTM needs
• Support ongoing enhancement of data orchestration frameworks and processes