GTM Operations Analyst – Analytics & Automation

Vertex, Inc.; Pennsylvania; Hybrid; USD 100,000 - 129,000; Full time

Benefits offered by this job

Vertex Bonus Plan

Equity grants

Job summary

Vertex, Inc. is seeking a seasoned Analyst to join the Global Go-to-Market Operations team. You will deliver analytics, build dashboards, and create automation to support planning, forecasting, and commercial execution.

The role emphasizes translating data into actionable insights, working with finance and IT, and sharing reusable solutions across regions. A strong BI/data modeling background and SaaS experience are required.

Qualifications

• Minimum eight (8) years of experience in enterprise B2B SaaS GTM Operations, Revenue Operations, or commercial analytics.
• Experience with pipeline, forecasting, recurring revenue, and commercial processes.
• Hands-on BI and data modeling, dashboards, data analysis, and result validation.
• Experience using workflow automation and AI tools to improve business processes.
• Ability to translate business questions into practical solutions and collaborate with technical teams.

Responsibilities

• Partner with commercial stakeholders to understand needs and deliver analytics and automation initiatives.
• Build and maintain dashboards, reports, and models supporting planning, pipeline management, forecasting, and execution.
• Identify trends, risks, and opportunities and translate analysis into insights and recommendations.
• Develop workflow automations and AI-assisted solutions with tech specialists.
• Validate outputs, document logic, and support testing and adoption.
• Collaborate with Finance, Data & Analytics, IT, and regional ops to ensure consistent metrics.
• Share reusable solutions across regions and track efficiency improvements.

Skills

GTM Operations

BI & Data Modeling

Workflow Automation

Stakeholder Communication

Problem Solving

Education

Bachelor’s degree or equivalent

Tools

Salesforce reporting

Power BI

SQL

Microsoft Fabric

Snowflake

APIs

Copilot Studio

Agentforce

Job description

Job Description: As part of the Global Go-to-Market (GTM) Operations team, this hands-on role delivers commercial analysis, reporting, and automation across the commercial organization. Working alongside GTM Operations colleagues, business leaders, and technical specialists, the Analyst develops reliable insights and practical solutions that improve decision-making and reduce manual work. This role takes ownership of agreed initiatives while building on existing capabilities and supporting reuse across regions.

Essential Job Functions and Responsibilities

Partner with commercial stakeholders and GTM Operations colleagues to understand business needs and deliver agreed analytics and automation initiatives.

Build and maintain dashboards, reports, and analytical models supporting planning, pipeline management, forecasting, and commercial execution.

Identify trends, risks, and opportunities, translating analysis into clear insights and recommendations.

Develop workflow automations and AI-assisted solutions, working with technical specialists on complex requirements and integrations.

Validate reporting and workflow outputs, document business logic, and support testing, adoption, and ongoing maintenance.

Partner with Finance, Data & Analytics, IT, and regional operations to maintain consistent metric definitions and resolve data discrepancies.

Share reusable solutions across regions, measure improvements in efficiency and business use, and manage assigned priorities independently.

Required Qualifications

• - Minimum eight (8) years of experience in enterprise B2B software-as-a-service (SaaS) GTM Operations, Revenue Operations, or commercial analytics.
• - Relevant experience in enterprise B2B software-as-a-service (SaaS) GTM Operations, Revenue Operations, or commercial analytics.
• - Strong understanding of pipeline, forecasting, recurring revenue, and commercial processes.
• - Hands-on business intelligence (BI) and data modeling skills, including experience building dashboards, analyzing data, and validating results.
• - Practical experience using workflow automation and AI tools to improve business processes.
• - A track record of delivering reliable analytical or automation solutions that achieve sustained business use.
• - Ability to translate business questions into practical solutions, troubleshoot independently, and collaborate with technical specialists.
• - Strong prioritization, problem-solving, and stakeholder communication skills.
• - Bachelor’s degree or equivalent professional experience.

Preferred Qualifications

• - Experience with Salesforce reporting and Power BI.
• - Familiarity with SQL, Microsoft Fabric, Snowflake, APIs, Agentforce, or Copilot Studio.
• - Experience delivering reusable capabilities across regions with globally distributed teams.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.

Vertex Values:

Together We Win We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved.

Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.

Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.

Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.

Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.

Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.

Communicate with Care, Candor and Transparency — Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.

Pay Transparency Statement:

US Base Salary Range: $99,500.00 - $129,400.00 Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements.

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Vertex is an affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you'd like to view a copy of the company's affirmative action plan, please email [e-mail]. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact 610-640-4200 or [e-mail]. This telephone line and email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response.