Analyst, Solution Sales Strategy & Operations

PTC • Boston, MA

1d • $75,000 - $95,000

About The Position

PTC’s Solution Sales Strategy & Analytics team supports go-to-market strategy for the company’s digital thread offerings. The team uses AI agents, automation, and modern analytics to turn business data into insights and actions for sales leaders, Solution VPs, sales operations, finance, and executive leadership.

The Analyst owns analysis and strategy for the go-to-market performance of PTC’s largest products and business units. The role develops forecasts, pipeline and performance analytics, and executive-ready materials; interprets results into recommendations that sales leaders can act on; and uses AI tools to automate recurring work and improve the speed and quality of insights. The position offers exposure to senior sales leadership, the executive leadership team, PTC’s portfolio and geographies, and the quarter-end forecast-to-earnings process.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, Engineering, or a related field.
• 1 to 3 years of experience in sales operations, sales or revenue analytics, FP&A, consulting, or a similar analytical role; strong new graduates with relevant internships will be considered.
• Advanced Excel skills, including lookups, pivot tables, and building clean, auditable models.
• Experience creating clear, executive-ready PowerPoint materials.
• Working knowledge of sales funnel concepts, including pipeline, coverage, conversion and yield, forecast categories, bookings, and ARR.
• Curiosity about AI tools and a habit of using them to work faster and smarter.
• Strong attention to detail, commitment to accuracy, and discipline in checking and reconciling numbers.
• Clear written and verbal communication skills, including the ability to explain data implications and recommend actions.

Nice To Haves

• Experience with Salesforce, including reports, dashboards, or SOQL, and Clari or a similar forecasting platform.
• Experience with Power BI or another business intelligence tool; SQL or Python is a plus.
• Experience automating workflows with AI agents, copilots, or scripting.
• Familiarity with B2B enterprise software, SaaS metrics, or the PLM, ALM, and service lifecycle markets.
• Experience supporting senior sales leadership or a quarterly forecast and earnings cadence.

Responsibilities

• Own and refresh the weekly Solution Sales forecast deck, incorporating forecast and best-case data from Clari, closed-won and pipeline data from Salesforce, and plan and prior-year comparisons; reconcile totals across solutions and geographies.
• Explain week-over-week forecast changes, identify the deals, segments, and geographies driving them, and flag forecast risks and upside.
• Develop current- and next-quarter outlooks, including yield-based landing estimates, forecast trajectory views, and half-year roll-ups.
• Maintain forecast history and supporting models to enable ongoing trend and forecast-accuracy analysis.
• Produce monthly solution performance reviews covering pipeline creation, bookings, coverage, and marketing impact, with comparisons to the same point in prior quarters.
• Track current-quarter and rolling four-quarter pipeline coverage, flag gaps, and quantify what is needed to close them.
• Analyze ARR, renewals, and churn risk, including renewal and price-increase terms and mitigation status for top at-risk accounts.
• Monitor key account and deal activity, including top accounts, pushed or missed deals, and reasons for changes in close timing.
• Prepare leadership and earnings deal summaries that cover current state, next steps, compelling events, and forecast confidence.
• Write concise commentary and summary slides that lead with the implications and recommended actions.
• Partner with Solution VPs, sales leaders, sales operations, and finance to turn analysis into actions such as focus accounts, pipeline-generation priorities, and deal-level follow-ups.
• Follow through on recommendations and measure their impact on outcomes; provide an objective view of business health.
• Use AI agents and assistants across Excel, PowerPoint, Word, Salesforce, and Clari to automate data pulls, deck refreshes, reconciliations, and first-draft commentary.
• Document repeatable workflows and convert them into reusable automations.
• Improve data quality and definitions with sales operations, and validate AI-generated output for accuracy.
• Execute annual territory and quota planning, validate long-range and annual plans, and independently own weekly forecast and monthly review deliverables for assigned solutions.

Benefits

• Performance-based bonus eligibility.
• Employee share purchase program offering discounted PTC stock; certain roles may also be eligible for equity programs.
• Medical, dental, and vision insurance.
• Paid time off and sick leave.
• Tuition reimbursement.
• 401(k) contributions and employer match.
• Flexible spending accounts.
• Life insurance and disability coverage.
• Commuter subsidy for office-assigned employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level