Senior Analyst, Toast

• 4+ years of analytical experience, preferably focused on customer or field operations
• Expert SQL proficiency and extensive experience with data visualization tools (Sigma preferred, Hex, or Tableau)
• Demonstrated experience building complex forecasting models for capacity planning, territory management, and field utilization
• Experience supporting a 3rd party vendor or partner network and managing performance analysis/optimization
• Proven ability to work with Finance teams on month-end closing and data reconciliation processes
• Experience analyzing large datasets and synthesizing executive-level insights
• End-to-end project management skills

Desirable

• As a Senior Analyst on the customer onboarding strategy and operations (COSO) team, you will play a critical role in shaping the analytics and reporting strategy for our Onboarding Team’s delivery for New Customers joining the Toast platform
• This team is responsible for driving alignment, establishing a single source of truth, and delivering insights that enhance the experience of customers and efficiency of our internal stakeholders
• Build complex vendor capacity forecasting models. Deliver WBR (Weekly Business Review) and month-end performance reports, including mandatory operational/financial reconciliation with the Finance team
• Develop Level of Effort (LOE) models and Field Utilization analyses to accurately assess resource needs, optimize headcount, and manage external vendor resource capacity
• Lead resource allocation for territory management and drive efficiency and performance within the vendor partner network
• Model and analyze customer support data (chat/tickets) during the onboarding phase to identify and address systemic pain points
• Act as the Source of Truth leader, ensuring data consistency and accuracy across all reports. Create and maintain comprehensive documentation for key metrics and data models
• Conduct deep-dive investigations into trends related to onboarding duration (time to go-live) and customer quality to inform strategic improvements
• Optimize reporting cadence by developing and maintaining complex Sigma dashboards and tools to enhance visibility for leadership and stakeholders
• Identify strategic opportunities to leverage data in support of AI-driven process augmentation initiatives
• Partner with Sales, Operations, Finance, and Product teams to translate data into actionable, outcome-driven recommendations
• Collaborate with Systems Analysts to define requirements for future Project Management infrastructure, ensuring accurate measurement of the Onboarding motion