Role Overview

The Senior Marketing Analyst, Reporting & Insights is the senior measurement and reporting owner for company

marketing organization. This person is trusted to take a reporting question from ambiguous, scattered data all the

way to an accurate, board-ready answer and to stand behind every number.

Beyond building dashboards, this role identifies where the data actually lives across our platforms, leads the effort

to bring the right data into Salesforce as the system of record, and builds reliable reporting from there. It is also an

early adopter of AI: using tools such as Claude Cowork to automate recurring reporting and manual data

preparation, while holding a high bar for accuracy. The goal is to convert repetitive, manual work into trustworthy

automation so the team can spend its time solving business problems and mastering the platforms not

assembling spreadsheets.

This is a role for a self-directed go-getter who is comfortable operating with ambiguity, figuring out who owns the

answer to a question, and chasing it down across teams.

Key Responsibilities

Board & Executive Reporting

- Own recurring board-, QBR-, and Marketing Leadership-level reporting: pipeline, funnel performance,

campaign effectiveness, channel performance, ROMI, and marketing's contribution to revenue.

- Translate complex, multi-source data into clear, accurate, executive-ready narratives and dashboards for the

CMO, Senior Director of Marketing Operations, and board-level discussions.

- Prepare inputs for board decks, planning cycles, and business reviews, and be accountable for the accuracy of

every figure presented.

- Establish QA and validation routines so executive reporting reconciles consistently across systems and can be

trusted without re-checking.

Cross-Source Data Identification & Salesforce Integration

- Identify and map the data required for reporting across multiple platforms Marketo, Salesforce, product

usage, web analytics (GA4), ABM/intent, enrichment, and finance systems.

- Lead the charge to get the right marketing-level data into Salesforce as the system of record defining fields,

objects, mappings, and integration requirements in partnership with Revenue Operations.

- Own reporting from Salesforce once data lands, ensuring metric definitions and funnel-stage logic are





consistent end to end.

- Troubleshoot data discrepancies, sync errors, and gaps across the Marketo-to-Salesforce integration and

connected systems.

AI-Enabled Reporting & Automation

- Use AI tools (Claude Cowork or similar) to automate recurring reporting requests and manual data-preparation

work.

- Design automation with accuracy built in — source-of-truth checks, validation, and human QA — so speed

never comes at the cost of trust in the numbers.

- Continuously convert manual, repetitive reporting tasks into reliable automated workflows, reinvesting the

reclaimed time into deeper analysis, platform mastery, and business problem-solving.

- Share AI-enabled reporting practices with the broader marketing team and help raise the team's overall

automation maturity.

Performance Measurement & Attribution

- Build, maintain, and optimize marketing dashboards in Salesforce and visualization tools.
- Own and refine attribution models (multi-touch/single-touch) that evaluate marketing's influence on revenue.
- Ensure funnel definitions and stage movements are accurate and consistent across the tech stack.

Strategic Insights & Optimization

- Conduct diagnostic analyses (cohort, funnel, segmentation, content and channel performance) to explain the

“why” behind the numbers.

- Analyze spend efficiency to advise leadership on where to invest, optimize, or pull back across channels.
- Support revenue modeling, forecasting, and scenario planning in partnership with Revenue Operations and

Finance.

Data Governance & Stakeholder Navigation

- Maintain documentation for metric definitions, naming conventions, and data taxonomy to keep the

organization aligned; recommend improvements to marketing data architecture.

- Operate as a self-directed go-getter: proactively determine who owns the answer to a question and pursue it

across Marketing, Revenue Operations, Sales, Finance, and IT until resolved.





- Act as the go-to expert for interpreting marketing data and enables the team to read dashboards and

self-serve.

Required Qualifications

- 5-7+ years in marketing analytics, revenue operations, or business intelligence, ideally within a B2B SaaS

environment.

- Demonstrated experience preparing board- or executive-level marketing reporting, including ownership of

accuracy.

- Experience with ARR, pipeline, and funnel reporting in B2B SaaS.
- Advanced Salesforce reporting, with proven experience bringing data from multiple sources into Salesforce

(field/object design, integrations) and building reporting from it.

- Hands-on experience using AI tools (Claude Cowork or similar) to automate reporting or analysis while

maintaining reporting accuracy.

- Solid technical grasp of the Lead-to-Revenue funnel, including conversion rates, velocity, and multi-touch

attribution logic.

- Proficiency with data visualization tools (AWS QuickSight preferred) and Google Suite.
- Hands-on experience with marketing automation platforms (Marketo preferred) and how they integrate with

CRM and web analytics (GA4 preferred).

- Exceptional data storytelling: the ability to turn complex findings into clear, “so-what” narratives for executive

audiences.

- Communicate complex data mapping and reconciliation efforts clearly to both technical and business

audiences.

- Self-directed and comfortable with ambiguity — able to figure out who to talk to and drive to answers without

being handed the path.

Preferred Qualifications

- Experience with attribution platforms or intent data providers (e.g., Full Circle Insights, Bizible, Qualified).
- Track record of building reporting automations or AI-assisted workflows in a marketing or RevOps setting.
- Experience partnering closely with Revenue Operations, Sales Ops, and/or Finance.

Working Style

- A go-getter who takes ownership of turning ambiguous questions into accurate answers.
- Obsessive about reporting accuracy; treats board-level numbers as sacred.
- A pragmatic adopter of AI — automates the manual, protects the accurate, and frees time for higher-value

work.

- Comfortable operating across teams and driving to resolution in a fast-moving environment.

📌 Senior Marketing Analyst (Pune)
🏢 Shavish Group
📍 Pune