Develop and deliver a regular cadence of reporting to marketing stakeholders and executive leadership, on the status of pipeline health, marketing impact, demand generation programs and events, program ROI, new logo customer acquisition, and product expansion growth
Collect data and update forecasting accuracy models at the operational level through regression analytics. Provide in-depth material analysis to support the areas of new product launch and product expansion growth
Benchmark Billtrust marketing channels and program ROI against industry best practices and conduct gap analysis
Deepen our understanding of product purchase and adoption trends and identify opportunities for personalized marketing initiatives
Forecast defined metric performance, identifies opportunities to improve results, provide insights and recommendations to marketing leadership
Establish and lead a monthly cadence of meetings as part of the demand planning process, coordinating cross-functionally between Product Marketing, Revenue Marketing, Content, and MOPS teams
Partner with Digital Marketing Strategist on marketing performance analysis to inform digital strategy and paid digital advertising investment decisions
Partner with our Data Intelligence Team to structure and scale more robust reporting systems over time
Establish and lead quarterly business (QBR) cadence of meetings with sales leadership
Requirements & Skills:
Bachelor’s degree in Marketing, Business Administration, or a related field (or equivalent experience)
Proven experience in a Marketing, Sales, Revenue Operations, or Demand Planning Analysis role in a fast-paced environment – 7+ years of experience preferred
B2B, SaaS, or technology industry experience preferred
Advanced to Expert-level knowledge and experience with Excel and PowerBI or similar reporting platform
Advanced to Expert level of knowledge and experience with Salesforce, Marketo, Demand Base, Sitecore, and GA
Budget and forecast management experience — ability to do regression analysis and/or predictive analytics
Understanding of a marketing funnel and how to align programs, channels, and activities with customer journeys
Expertise in planning, budgeting, and goal setting with best-in-class marketing KPIs
Experience with building reports, writing insight summaries, and presenting findings to executive management
Experience in marketing analytics and research techniques, including attribution theory, CAC/LTV estimation, channel mix modeling, and customer segmentation
Experience with targeting and segmentation for ICP measurement and planning
