Senior Associate, Planning and Insights

This is a fully remote position, open to applicants in Canada.

📋 Description

• Create and present executive-level reports and dashboards.

• Monitor business KPIs, SaaS metrics, and OKRs.

• Evaluate performance in areas such as new logo acquisition, upsell/cross-sell, and churn.

• Facilitate regular operational reviews with the leadership team.

• Simplify complex signals into clear, actionable insights.

• Collaborate with leadership to develop performance narratives.

• Convert insights into recommendations that affect budgeting, roadmaps, and quarterly planning.

• Discover opportunities through cohort analysis and segmentation.

• Create performance forecasting models in partnership with business leadership, finance, and data teams.

• Assess strategic initiatives, model potential outcomes, and assist in prioritization with the GTM and Product teams.

• Aid leadership decision-making through strategic analyses, business cases, and ad-hoc modeling.

• Collaborate with leadership at Invoice Simple and Joist as a vital analytical partner.

• Report directly to the Director of Planning and Insights.

⛳️ Requirements

• Over 5 years of experience in high-growth startup operations, finance, business strategy, or consulting.

• Proficiency in financial modeling.

• Strong understanding of SaaS metrics and KPIs.

• Expertise in data visualization and business intelligence tools.

• Experience with SQL, Python, or R for data manipulation and analysis.

• Demonstrated history of driving growth through data-informed decision-making.

• Experience with PLG business models is highly regarded.

• Strategic thinker with a commercial outlook.

• Inquisitive nature about business operations and a willingness to collaborate closely with functional teams.

• Proficiency in data that is linked to business outcomes.

• Strong statistical rigor combined with business acumen.

• Ability to translate intricate data into easily understandable insights.

• Capability to influence decisions through data storytelling.

• Competence in working effectively across various functions.

• Comfort in alternating between high-level business frameworks and tactical insights delivery.

• Must be eligible to work without the need for sponsorship.

• Willingness to travel to company offices as necessary.

🏝️ Benefits

• Flexibility to work in your preferred manner—be it in-office, remote, or hybrid—within your country of employment.

• Comprehensive wellness benefits, including an annual wellness stipend.

• Starting with 3 weeks of vacation.

• Paid volunteer day of your choice.

• 2 floating holidays to commemorate significant occasions for you.

• Ongoing investment in your professional development.

• Employee Stock Purchase Program.

• Registered Retirement Savings Plan (RRSP) with a 4% company match.