Revenue Insights Analyst

Who are we?

Whatfix is an AI platform advancing the “userization” of enterprise applications, empowering companies to maximize the ROI of their digital investments. Technology needs adoption. It’s no different for AI. As AI reshapes roles, workflows, and human-machine interactions, it also introduces new layers of complexity and user friction. This is where Whatfix plays a pivotal role. A decade old DNA of empowering people to succeed with technology and not replacing them. We call this philosophy Userization: the belief that technology must adapt to the user, not the other way around.

At the heart of userization philosophy is ScreenSense , our proprietary AI engine, which continuously interprets both the context of what users are doing in an application or an AI tool and the intent behind their actions. By combining these signals, Whatfix delivers real-time guidance, nudges, knowledge, and automation directly in the flow of work.

This intelligence powers our entire product suite.

• Digital Adoption helps users get productive faster.
• Product Analytics uncovers friction and closes adoption gaps.
• Mirror allows employees to train in safe, simulated environments.

These are embedded with Whatfix AI Agents which supercharge creation, insights, and user guidance.

Our upcoming AI-first products are already creating a buzz in the market.

• Seek is an AI-native assistant that not only knows your business context but can also act across applications to get work done on your behalf.
• Whatfix Mirror 2.0 is the world’s only System plus Role simulation with a complete assessment to lead the Gen AI simulation category.

Together, these products reflect Whatfix’s commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified, intelligent way to find answers across systems, apps, and knowledge silos and helps anyone looking to deliver fast and contextual answers.

Whatfix is bridging the gap between rapid technological change and human enablement—ensuring AI is not only embedded but also usable, trusted, and outcome-driven for every employee.

At Whatfix, we’re not just making software easier—we’re making AI work for people.

The company has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries.

Customers: 700+ enterprise customers, including 80+ Fortune 500 companies such as Shell, Schneider Electric, and UPS Supply Chain Solutions.

Investors: A total of ~$270 million USD has been raised as yet. Most recently Series E round of $125 Million USD led by Warburg Pincus, with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer, Peak XV Partners, and Stellaris Venture Partners.

Whatfix’s leadership is consistently recognized across top industry analysts and business rankings:

• Won the 2025 AI Breakthrough Award for the Overall AI-based Analytics Solution of the Year
• Only DAP to be recognized as a “Leader” across various DAP reports for the past 5+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.
• With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.
• Named a Gartner Customers’ Choice for DAP for the second year in a row (2024 and 2025)—the only vendor in the market to earn this distinction consecutively.
• We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a super-high CSAT of 99.8%
• Stevie Award winner in the category (Bronze): Customer Service Department of the Year – Computer Software - 100 or More Employees.
• Winner of the ISG Paragon Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category.
• RemoteTech Breakthrough Awards winner for “Software Asset Management Solution of the Year”

These recognitions are matched by business performance:

• Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Fifth Consecutive Year
• Listed on the Financial Times & Statista's High-Growth Companies Asia-Pacific 2025 list.
• Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023
• Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal

Position Overview: Mission To transform our global GTM dashboard ecosystem into a high-velocity engine for growth. This person will move beyond "reporting" to proactively identify friction in our global sales motion (NA, EMEA, and IndustryMotion) and optimize our investment in GenAI and GTM tools.

Outcomes An A-player will hit these specific milestones within the first year:

• Global Dashboard Governance: Full ownership of the 6+ core trackers (NA, EMEA, Business (CEO), Sales, Finance, Marketing, IndustryMotion/GenAI). Success is defined by 100% data consistency across regions, ensuring a VP can compare NA and EMEA performance without manual normalization.

• The "So-What" Bi-Weekly Cadence: Move the team from reactive data pulls to a weekly Insight Briefing. Instead of just updating a GTM Analytics Tracker, you will provide actionable observations per week that highlight gaps in overall GTM. shifts.

• GTM Tool Utilization Optimization: Conduct a deep-dive analysis of tool usage. Identify underutilized licenses or overlapping tool functionalities to drive optimization in SaaS spend or increase in adoption.

• Cross-Functional Sync: Act as the primary analytical bridge between the multiple GTM Ops teams, ensuring that the outcomes align cross-functionally. For example, "Marketing Tracker" outcomes (MQLs/SQLs) align perfectly with the "Regional Sales Trackers" (Pipeline/Closed Won).

Behavioral Fit

• Strategic Insight: You don’t just manage dashboards but are a proactive investigator who understands the business dynamics and highlights red flags in data before they become more than symptoms of unwanted system challenges
• Analytical Persistence: You have the 5-6 years of experience required to dig into the "why" when numbers don't tie out between the EMEA and NA trackers.
• Proactivity: You operate as a "Predictive Analyst." You flag a pipeline shortfall in the IndustryMotion tracker before the end of the quarter.
• Technical Artistry: You aren't just a spreadsheet or BI Tool expert; you build dashboards that are "Executive Ready".

Key Responsibilities (The Technical Mix)

• Dashboard Architecture: Manage and iterate on the existing Google Sheets/BI trackers (NA, EMEA, Marketing, IndustryMotion).
• Data Storytelling: Present monthly findings to GTM leadership, focusing on conversion rates, rep productivity, and regional variance.
• Tool Analysis: Audit the GTM tech stack usage to ensure we are getting the value we were promised and accepted by the user team when we bought the tool.

Qualifications

• 5-6 Years Experience: In Revenue Operations, Sales Analytics, or GTM Strategy.
• Hard Skills: Expert in Google Sheets/Excel (complex modeling), CRM (Salesforce), BI Tool (Looker preferred), and SQL/Python. Ability to use Google’s AI Suite is a minimum expectation.
• Experience with GTM Tools: Familiarity with GenAI sales tools, sequencing tools, and marketing attribution models.

Note:

• We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it;
• We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status
• At Whatfix, we deeply value collaboration, innovation, and human connection. We believe that being together in the office five days a week fosters open communication, strengthens our sense of community, and accelerates innovation—ultimately helping us achieve our goals more effectively. At the same time, we recognize the importance of flexibility in balancing personal and professional priorities. To support this, we offer the option to work from home up to two days per month.
• In any situation that requires additional flexibility, we’re open to considering exceptions on a case-by-case basis to ensure you’re supported in managing both work and life seamlessly.