Senior Analyst, CS Strategy and Analytics
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Key skills for this role
About the Role
Clio seeks a Senior Analyst of CS Strategy and Analytics to join Revenue Operations, supporting Customer Success and Financial Services GTM functions. The role involves data analysis, dashboard building, and strategic recommendations.
Key Skills for This Role
Responsibilities
- Act as an advisor to the business, supporting leadership on key strategic initiatives and deliver data driven insights and recommendations
- Analyze Payments Gross Processing Volume (GPV), revenue performance, and conversion funnels to identify growth drivers and efficiency opportunities
- Partner with GTM leaders to evaluate adoption programs and their effect on payment volume and monetization outcomes
- Design and build data models, dashboards, and pipelines to enable scalable analysis of program activities and outcomes
- Partner with data teams to implement analytics in dbt and Databricks, improving data accessibility and depth of insight
- Conduct in depth analysis of complex data sets to extract valuable insights and utilize statistical techniques, data visualization, and advanced analytics
Requirements
- 5+ years experience in a GTM Strategy or Analytics role, ideally in a SaaS or fintech environment
- Strong analytical and quantitative skills, with proficiency in SQL
- Experience building dashboards in data visualization tools (CRMA, Looker, Google Sheets)
- Experience leveraging modern data tool stack (dbt, Databricks, Snowflake) and python to scale analytics
- Understanding of payments business models (e.g., GPV, transaction fees, adoption metrics) and post sale GTM dynamics
- A Builder Mindset—comfortable moving from spreadsheet based analysis toward scalable, repeatable analytics solutions
- Effective communication – ability to communicate with stakeholders of all levels
- Ability to navigate and manage ambiguity
- Excellent collaboration skills with the ability to work effectively in cross functional teams
- Keen interest in improving your craft by using AI
- A breadth of experience interacting across marketing, GTM teams, finance, and business operations
Full Job Posting
Summary
- We are currently seeking a Senior Analyst of CS Strategy and Analytics to join our Revenue Operations team.
- This role is available to candidates in our Vancouver, Calgary, or Toronto hub cities, or remotely across Canada (excluding Québec).
What your team does
- Revenue Operations drives growth by supporting our revenue generating and revenue retaining teams.
- We work closely with Sales, Customer Success, Finance, Marketing, Channel, Customer Enablement, and Customer Support to provide insights and recommendations, improve the efficiency of the GTM motions, and enable GTM teams to be innovative and self sufficient.
Who you are
- As a Senior Analyst of CS Strategy and Analytics, you’ll be part of the team that values excellence and initiative, loves solving complex challenges, and cares about results.
- Your work will immediately and meaningfully impact key strategic decisions that shape Clio’s growth trajectory.
- You will initially focus on supporting our Financial Services go to market function.
- Our payments business generates revenue through adoption of our billing and payment capabilities.
- You will analyze these dynamics to help shape headcount planning, GTM strategy, and performance tracking.
- You will also contribute analytical and operational support across our broader post sale GTM teams, including Customer Success, Support, and Implementation.
What you’ll work on
- Acting as an advisor to the business, supporting the leadership on key strategic initiatives and deliver data driven insights and recommendations.
- Analyzing Payments Gross Processing Volume (GPV), revenue performance, and conversion funnels to identify growth drivers, efficiency opportunities, and the impact of GTM motions.
- Partnering with GTM leaders to evaluate adoption programs and their effect on payment volume and monetization outcomes.
- Designing and building data models, dashboards, and pipelines to enable scalable analysis of program activities and outcomes.
- Partnering with data teams to implement analytics in dbt and Databricks, improving data accessibility and depth of insight.
- Conducting in depth analysis of complex data sets to extract valuable insights and utilize statistical techniques, data visualization, and advanced analytics to identify patterns, trends, and opportunities to drive operational excellence and inform strategic decisions.
What you bring
- 5+ years experience in a GTM Strategy or Analytics role, ideally in a SaaS or fintech environment.
- Strong analytical and quantitative skills, with proficiency in SQL.
- Experience building dashboards in data visualization tools (CRMA, Looker, Google Sheets).
- Experience leveraging modern data tool stack (dbt, Databricks, Snowflake) and python to scale analytics.
- Understanding of payments business models (e.g., GPV, transaction fees, adoption metrics) and post sale GTM dynamics (e.g., retention, expansion).
- A Builder Mindset—comfortable moving from spreadsheet based analysis toward scalable, repeatable analytics solutions.
- Effective communication – ability to communicate with stakeholders of all levels, translating data into insights and recommendations that influence GTM strategy and execution.
- Ability to navigate and manage ambiguity, and clearly define the best course of action and finds solutions despite incomplete information.
- Excellent collaboration skills with the ability to work effectively in cross functional teams.
- Keen interest in improving your craft by using AI.
- A breadth of experience interacting across marketing, GTM teams, finance, and business operations.
What you will find here
- Competitive, equitable salary with top tier health benefits, dental, and vision insurance
- Hybrid work environment, with expectation for local Clions to be in office min. twice per week.
- Flexible time off policy, with an encouraged 20 days off per year.
- $2000 annual counseling benefit
- RRSP matching and RESP contribution
- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
Salary Transparency
- The expected salary range for this role is $100,300 to $118,000 to $135,700 CAD.
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