Senior Business Analyst

ClearTax · Bengaluru

  • Experience2–4 yrs
  • SalaryDisclosed
  • Work modeonsite
  • Levelmid
  • Posted22 Sept 2026
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About ClearTax

ClearTax is hiring in Bengaluru in financial services. This role looks for around 2+ years of experience.

Skills

  • SQL
  • Microsoft Excel
  • QuickSight
  • Looker Studio
  • Tableau
  • go-to-market metrics
  • revenue analytics
  • sales analytics
  • sales productivity

The role

A sales operations analyst at a financial services product company analyzes go-to-market metrics, builds QuickSight dashboards, and automates incentive payouts with SQL and Microsoft Excel. The role connects revenue performance to pipeline coverage and sales productivity for commercial planning.

Full job description

What You Will Work OnRevenue & Funnel Analysis ● Track revenue performance across segments, geographies, and channels.● Analyze end-to-end GTM funnel (from leads to closure) - identify leaks, track conversion rates, and recommend interventions.● Drive insights by segment (e.g., product, customer size, region) to inform targeting, GTM motion design, and sales playbooks.● Benchmark sales team performance - quota attainment, ramp-up, productivity metrics.Dashboarding & Reporting ● Build and maintain dashboards in QuickSight for GTM metrics and performance reviews.● Own metric hygiene and alignment across sales, demand gen, and ops teams.Incentive Automation ● Support design and execution of incentive plans - automate incentive dashboards and payout logic to ensure accurate, timely payouts.● Monitor the link between incentives and performance, and provide data-driven suggestions to improve incentive effectiveness.Governance Enablement ● Drive readiness for MBRs, QBRs, forecast reviews — ensure timely reports with insights and action points.

What You Bring● 2–4 years of experience in GTM / Sales / Revenue Analytics — preferably in a B2B SaaS or tech environment.● Strong command over SQL and Excel; hands-on with QuickSight, Looker Studio, Tableau, or similar tools.● Strong understanding of GTM metrics: revenue, pipeline coverage, funnel conversions, sales productivity.● Experience with incentive modeling or payout automation is a plus.● Analytical thinking, business intuition, and strong attention to detail.● Excellent communication skills - able to translate data into actionable insights for GTM leaders.