Sales Analytics and Insights Lead - Xero

Job Title: Sales Analytics and Insights Lead
Job Location: Auckland, NZ
Job Listing URL: https://jobs.lever.co/xero/1576364f-5a59-4781-9d0d-39b1e21bb1b7
Job Description: Our Purpose
At Xero, we’re here to help you supercharge your business. We do this by automating routine tasks, surfacing actionable insights and connecting businesses with the right data, advisors and apps. When that happens, we’re not only making life better for small business, we’ll be building a stronger economy that can change the world.

How you'll make an impact

We are looking for a passionate and driven Senior Sales Operations Analyst to join our newly created Customer Success team. In this role, you will play a crucial part in empowering our customers to achieve their business goals by leveraging data-driven insights, coordinating campaigns, and measuring outcomes. You will be responsible for analysing customer data, identifying trends and patterns, and providing actionable recommendations to improve customer experience, retention, and growth.

Your experience working in Sales environments will enable you to optimise our sales processes, improve sales productivity and drive revenue growth.

What you'll do

• Analyse customer data: Dive deep into customer data from various sources, including Xero, CRM systems, and other relevant platforms.
• Analyse revenue & sales data: Collect, clean, and analyse revenue & sales data from various sources (CRM, sales tools, marketing automation platforms, etc.)
• Campaign reporting: Track and analyse key metrics across all Customer Success campaigns - accurately measuring campaign effectiveness against defined objectives.
• Campaign insights: Identify opportunities to improve campaign performance (such as A/B testing, audience segmentation, and channel optimisation; whilst identifying trends, patterns, and anomalies in campaign performance data.
• Identify key metrics: Track and analyse key performance indicators (KPIs) related to customer success (such as churn rate, customer lifetime value, and product adoption);
• Target setting and performance reporting: Establish clear, measurable performance targets for team members aligned with organisational goals, and implement a structured process to regularly monitor, evaluate, and report on individual performance—ensuring accountability, driving continuous improvement, and supporting professional development through timely feedback.
• Develop reports and dashboards: Create visually compelling reports and dashboards to communicate insights and trends to stakeholders across the organisation; and maintain all business as usual reporting for the Customer Success function.
• Uncover opportunities: Identify opportunities for improvement in customer onboarding, engagement, and retention based on data analysis whilst using data analysis skills to design, build, and automate solutions for stakeholders
• Collaborate with cross-functional teams: Work closely with Customer Success Managers, Sales, Product, and Marketing teams to share insights and drive data-informed decisions.
• Support sales operations: Leverage data analysis to optimise sales processes, identify upselling and cross-selling opportunities, and improve forecasting accuracy.
• Stay up-to-date: Keep abreast of industry best practices and emerging trends in data analysis and customer success.

What you'll bring with you

• 5+ years’ experience in data analysis or business intelligence, ideally in a SaaS or tech environment
• Strong grasp of sales processes, CRM systems (like Salesforce), and sales performance metrics
• Proficiency in SQL and DBT, with a knack for turning data into actionable insights
• Experience with A/B testing and experimental design
• A customer-first mindset, using data to understand needs and drive better outcomes
• Clear and confident communicator, comfortable presenting complex data to a range of audiences
• Skilled in setting performance targets and reporting against them—ensuring accountability, continuous improvement, and timely feedback

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