GTM Planning Performance & Modeling Senior Associate

About the role

The GTM Planning Performance & Modeling Senior Associate role focuses on financial modeling, performance measurement, and data-driven insight generation that connects GTM investments, activities, and outcomes to pipeline and revenue impact. This role serves as a key partner to GTM Planning, GTM Financial Management, and GTM Business Insights teams, ensuring that enterprise GTM priorities are grounded in data, translated into structured insights, and supported through consistent modeling and reporting.

Responsibilities

• Execute and support the quantitative and analytical backbone of GTM planning and performance management.
• Build and maintain models, dashboards, and analyses that enable visibility into performance, trade-offs, and forward-looking decisions.
• Own the deployment of new models into team workflows, gather feedback from stakeholders, and continuously improve outputs based on evolving needs and usage.
• Support cross-functional analytical workstreams and special projects.
• Provide visibility into performance, trends, and trade-offs to inform decision-making.

Requirements

• Experience building multi-input financial or operational models and conducting scenario analysis to evaluate trade-offs and outcomes.
• Translate loosely defined requirements and ambiguous problems into structured analytical outputs, including models, dashboards, or reporting frameworks.
• Iterate, improve, and document models, assumptions, and methodologies so outputs can be maintained and extended by others.
• Strong attention to detail with the ability to ensure accuracy, consistency, and integrity across models and reporting outputs.
• Advanced Excel skills with the ability to build financial models, conduct scenario analysis, and support dynamic reporting.
• Experience using business intelligence tools (e.g., Power BI, Tableau) to develop dashboards and communicate insights.
• Experience with workflow automation tools (e.g., Power Automate) to streamline model deployment, reporting processes, and data workflows.
• Knowledge of professional services industry, go-to-market models, sales processes, and marketing performance measurement.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, Analytics, or related field.
• 2–4 years of experience in analytics, financial modeling, or business operations.

Skills

• Excellent communication and presentation skills with the ability to influence stakeholders across different levels.
• Comfort working in ambiguity and shifting priorities, with a track record of independently structuring work and driving outcomes across multiple workstreams.
• Ability to break down complex or undefined problems into component parts and develop a clear path forward.

Benefits

• Base salary range: $96,000 - $144,000.
• Personalized and comprehensive benefits that recognize and empower all the identities, roles, and aspirations that make you, well, you.