ERP Data Analyst designing Excel and SQL reporting solutions for Velixo’s ERP software customers. Demonstrating product capabilities, developing reports, and training clients, partners, and colleagues.
About the role
- Payments & Data Analyst at Traction Rec serving as centralized resource for payments operations and reporting. Collaborating with stakeholders to ensure accuracy and insights for decision-making.
Responsibilities
- Serve as the primary point of contact for payments, data, and reporting requests across all teams and the Senior Leadership Team
- Own Salesforce reporting and data extraction across KPI, notably around customer usage, revenue, and payments performance.
- Pull, analyze, and reconcile data from multiple sources, including Salesforce, payment processors, and finance systems.
- Build, maintain, and improve recurring and ad hoc reports using Salesforce and other analytics tools
- Track and analyze key business metrics such as ARR, churn, expansion average, customer lifecycle, product adoption, transaction success rates, fees, chargebacks, and payout timing.
- Support the payments function with operational reporting, analytics, and insights to help monitor performance and identify optimization opportunities.
- Monitor payment workflows and reconciliation processes to ensure accuracy, compliance, and operational efficiency.
- Support Finance, Sales Operations, and Customer teams with data for planning forecasting and performance tracking.
- Provide accurate, timely metrics and insights for executive and Board level reporting.
- Design, build, and maintain dashboards and data visualizations to communicate payments, revenue, and customer insights to internal stakeholders
- Identify opportunities to improve data quality, reporting processes, and operational visibility across payments and customer data.
- Translate complex payments and operational data into clear, actionable insights through dashboards, visualizations, and executive ready summaries for stakeholders across the organization
- Participate in customer and external partner discussions, as needed.
Requirements
- Experience working in a payments, SaaS operations, analytics, or business analysis role
- Hands on experience working with payment data, transaction reporting, or payment platforms
- Strong experience working with Salesforce, including reporting and data extraction
- Advanced Excel skills, including pivot tables, formulas, and data analysis
- Strong analytical and problem-solving skills with high attention to detail
- Solid business and financial acumen with the ability to connect data to revenue, margin and operational outcomes
- Ability to manage multiple requests and priorities in a fast-paced environment
- Clear, professional communication skills and comfort working with stakeholders at all levels
- Experience supporting finance, sales operations, customer teams, or payments function is a plus.
Benefits
- Competitive salary
- Bonus program
- Benefits package
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