Analyst Ii, Strategic Insights

Affirm Affirm · Fintech · Canada, United States · Remote · Revenue Operations & Analytics

This role focuses on strategic insights and revenue analytics within a fintech company, leveraging AI tools for automation and analysis. The primary responsibilities include strategic partnership with sales, defining performance metrics, and scaling reporting through AI tools. It requires strong analytical skills, SQL proficiency, and the ability to influence stakeholders.

What you'd actually do

  1. Act as a strategic partner to the sales team, using data-driven analyses to inform critical business decisions, forecast performance, prioritize territories, and lead cross-functional projects.
  2. This includes defining internal KPIs, benchmarks, and goals, and providing support for core sales processes such as compensation design and goal setting.guid
  3. Leverage AI tools (ie, Cursor, Claude) to automate and scale reporting and analyses for the Revenue team.
  4. Work with structured and unstructured data sources to generate actionable insights

Skills

Required

  • 3+ years of experience in an analytically-driven role (consulting, finance, analytics, etc.) and / or analytics roles at other mid-to-large scale Tech organizations
  • Strong working knowledge of SQL and data visualization tools (e.g. Sigma, Looker, Tableau).
  • Demonstrated aptitude in leveraging AI tools for analytics (Cursor, Claude Code, etc.)
  • Knowledge of common sales analytics concepts: Territory analysis, sales funnel conversion, sales velocity
  • Exceptional problem-solving skills, including ability to operate in ambiguity and establishing analytical frameworks to apply to business problems
  • Ability to communicate effectively, and craft compelling narratives to influence business and technical stakeholders across all levels of the organization, internally and externally
  • Strong organization and execution skills, including ability to operate independently and drive multiple strategic initiatives simultaneously to drive business goals
  • Prior track record in building successful cross-functional relationships with partners internally and externally
  • Prior track record of successfully driving projects from end to end (from building strategy to implementation)

Nice to have

  • Understanding or a demonstrated aptitude to learn Python is a plus
  • Knowledge of the FinTech or Payments industry
  • Knowledge of CRM and sales reporting tools (Salesforce, Gong)
  • Prior experience with sales compensation planning and/or design

What the JD emphasized

  • Leverage AI tools (ie, Cursor, Claude) to automate and scale reporting and analyses for the Revenue team.
  • Demonstrated aptitude in leveraging AI tools for analytics (Cursor, Claude Code, etc.)