Jobs · Analyst · California

GTM ANALYTICS & STRATEGY

Shepherd Insurance Agency · San Francisco, CA · 1 mo ago
On-siteAnalyst$150k–$205k/yrFull-time

Responsibilities

  • Develop a deep understanding of Shepherd’s business model, GTM motion, and operating cadence to support data-driven decision-making
  • Lead analytical deep dives on core GTM and business questions, identifying patterns, risks, and opportunities across pipeline, conversion, and performance
  • Identify, develop, and maintain key performance indicators to measure GTM health, efficiency, and revenue growth
  • Create and own dashboards and reports using SQL and BI tools to support leadership and functional teams
  • Support internal and external reporting requirements, including executive, board, and partner-facing analyses
  • Understand and meet key stakeholders’ ongoing analytics needs and deliver actionable, data-driven recommendations
  • Design and analyze experiments to test hypotheses and identify scalable growth levers (e.g., activities, segmentation, capacity allocation, GTM prioritization)
  • Maintain, optimize, and establish best practices for BI and GTM tooling
  • Ensure data quality and integrity through robust validation and QA processes

Qualifications

  • 5+ years of experience in analytics, business intelligence, data science, management consulting, or a related field
  • Bonus: experience with revenue, sales, or GTM analytics in a high-growth environment
  • Strong proficiency in SQL (required); experience with Python is a plus
  • Advanced Excel skills and experience with modern BI and data visualization tools
  • Experience analyzing and synthesizing data across Salesforce (CRM) and GTM tooling (e.g., Outreach) to inform pipeline strategy and execution
  • Experience supporting GTM performance management, including quota setting and sales performance tracking
  • Excellent communication skills, with the ability to clearly articulate insights and business implications to technical and non-technical audiences
  • A high bar for accuracy, rigor, and polish in analytical work
  • Strong business acumen and comfort operating in ambiguity
  • Proven ability to prioritize effectively and manage multiple workstreams in a fast-paced environment
  • A collaborative, low-ego mindset and experience working cross-functionally

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