GTM Operations Analyst - Analytics & Automation

Vertex Inc.; Philadelphia (Philadelphia County); On-site; USD 100,000 - 129,000; Full time

Job summary

Vertex Inc. seeks an Analyst within the Global Go-to-Market Operations team to deliver commercial analysis, reporting, and automation across the organization.

You'll work with GTM colleagues, business leaders, and technologists to develop reliable insights and practical solutions that improve decision-making and reduce manual work. You will build and maintain dashboards and models for planning, pipeline management, forecasting, and execution; identify trends and risks; develop workflow

Qualifications

• Strong understanding of pipeline, forecasting, recurring revenue, and commercial processes.
• Hands-on BI and data modeling skills, including dashboards, data analysis, and validation.
• Practical experience with workflow automation and AI tools to improve processes.
• Track record delivering analytical or automation solutions with sustained business use.
• Ability to translate business questions into practical solutions and collaborate with technical specialists.
• Bachelor’s degree or equivalent.
• Experience with Salesforce reporting and Power BI.
• Familiarity with SQL, Microsoft Fabric, Snowflake, APIs, Agentforce, or Copilot Studio.

Responsibilities

• 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.

Skills

Pipeline forecasting

BI and data modeling

Workflow automation

Analytical solutions delivery

Translate business questions

Education

Bachelor’s degree or equivalent

Tools

Salesforce reporting

Power BI

SQL

Microsoft Fabric

Snowflake

APIs

Agentforce

Copilot Studio

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.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.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.
• Bachelor’s degree or equivalent professional experience.
• Experience with Salesforce reporting and Power BI.
• Familiarity with SQL, Microsoft Fabric, Snowflake, APIs, Agentforce, or Copilot Studio.

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. 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'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. Let's speak plainly about what's working and what isn't and help each other improve.

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