Field Reporting Insights Manager
Build and own centralized GTM reporting and analytics for pipeline, forecast, and revenue performance. Partner with leadership to translate business needs into scalable, certified dashboards and drive adoption across the organization.
Key responsibilities
Build the reporting foundation
- Design, build, and certify the core reporting suite that serves as the single source of truth for GTM performance — spanning pipeline, forecast, bookings, capacity, customer health, and rep productivity
- Architect reporting with a clear audience hierarchy, so the same underlying data powers the CCO's board prep, the RVP's weekly operating review, and each rep's self-service view of their own book
- Partner with Analytics Engineering and Data Infrastructure to ensure data lineage is clean, metric definitions are governed, and calculations reconcile cleanly across Salesforce, Looker, and BigQuery
- Establish and own the standard for "certified" reporting, so that when a number appears in an operating review, no one has to ask where it came from
Translate leadership needs into durable reporting
- Serve as a trusted analytical partner to GTM leadership; invest time understanding how leaders run their businesses, what decisions they make each week, and what they wish they could see but can't
- Convert loosely scoped asks into tightly scoped deliverables — and know when the right answer is a one-time analysis, a new dashboard panel, or a change to the weekly metrics pack
- Anticipate second-order usage: design reporting that holds up when it gets forwarded, screenshotted into a deck, or pulled into a conversation you weren't a part of
- Drive adoption through enablement; a report no one uses is a failed report, regardless of how well it was built
Drive analytical innovation
- Design the visual language for new concepts — whether that's consumption ramp across a cohort or the shape of a PLG-to-enterprise conversion curve — and find the one view that makes it click for the audience
- Leverage Claude to surface signal from unstructured data (call transcripts, deal notes, customer feedback) and turn it into structured reporting inputs
- Develop original scoring and prioritization methodologies — account propensity, deal health, whitespace, risk — suited to a business where the standard MEDDIC-plus-firmographics playbook only gets you partway there
- Serve as the team's internal R&D function for analytical methods: run experiments, share what works, and raise the bar for what GTM reporting can do
Scale the function
- Build reporting infrastructure that scales ahead of the organization — what works for 30 sellers should still work for 300
- Manage competing stakeholder requests with sound judgment: know when to say yes, when to consolidate three asks into one better solution, and when to push back
- Document standards, build templates, and create the playbook so that reporting quality doesn't depend on any one person being in the loop
Minimum qualifications
- Advanced SQL and hands-on experience building in Looker and LookML (not just consuming dashboards)
- Fluency with Salesforce data models and comfort working in BigQuery or a comparable data warehouse
- Demonstrated ability to translate ambiguous executive asks into well-scoped, structured deliverables
- Strong data visualization sensibility, with an understanding that the best report is often the one with fewer things on it
- Experience building GTM or revenue reporting from the ground up in a high-growth environment
Preferred qualifications
- 8+ years in revenue operations, sales strategy, GTM analytics, or a similar function, with a track record of building reporting that leaders actually use to run their business
- Genuine fluency in how GTM organizations operate: the rhythm of a sales org, what a forecast call sounds like, and how an account executive decides what to prioritize each week
- Experience with consumption-based, usage-based, or PLG revenue models where the standard pipeline-to-bookings-to-revenue funnel needs to be rethought
- Background in management consulting, sales strategy, or FP&A with subsequent operating experience
- Experience standing up data governance or metric certification programs
- A track record of using AI tools to accelerate analytical workflows, and a perspective on where that's headed
Compensation & benefits
- Annual Salary: $190,000—$270,000 USD
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