Sales & Customer Success Analyst

Sales & Customer Success Analyst you will support Paymode's Sales and Customer Success organizations by delivering data-driven insights, reporting, dashboards, and ad hoc analysis that help teams help teams better understand customer and portfolio trends, business performance, and opportunities.

About Bottomline

Why Choose Bottomline?

Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our team!

Responsibilities

• This is a hands-on analytical role where you will partner with stakeholders across Sales, Customer Success, and related teams to understand business questions, translate them into meaningful analysis, and deliver clear, actionable insights. You'll work with tools such as SQL and Power BI to build and enhance reporting while helping identify opportunities to use AI and automation to make analytical workflows more efficient and scalable.
• We're looking for someone who brings a strong analytical foundation, business curiosity, and an interest in finding smarter ways to work through emerging AI and automation capabilities.
• Build, maintain, and enhance dashboards, reports, and analytical tools supporting Paymode Sales and Customer Success teams.
• SQL, Power BI, and other data tools to analyze business, customer, and portfolio performance and translate data into actionable insights.

Provide timely

• ad hoc analysis and reporting in response to business and stakeholder needs.
• Partner with Channel Sales, Payer Sales, Vendor Sales, Relationship Management, Payer Success, and Vendor Success stakeholders to understand analytical needs and develop meaningful reporting solutions.
• Support customer, payer, vendor, and channel-partner analytics, including reporting used to inform portfolio management and business reviews, while partnering with stakeholders to identify trends and communicate actionable insights.
• Maintain data quality and consistency across dashboards and reporting.
• Identify opportunities to
• automate recurring analysis and reporting to improve efficiency and scalability.

Leverage

• AI and emerging analytical tools to streamline workflows, improve productivity, and enhance how insights are generated and delivered.
• Share AI and automation best practices with the broader analytics team and contribute to continuous improvement of analytical processes.
• to query, analyze, and interpret structured datasets.

Requirements

• 2+ years of experience
• in data analytics, business analytics, Sales/Customer Success analytics, or a related field.
• Hands-on experience using
• 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, with an interest in using them to improve efficiency and productivity.

Preferred

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.

We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. We're proud to be an equal opportunity employer, committed to creating an inclusive and open environment for everyone.