Analyst, Solution Sales Strategy & Operations

Pilot Thomas Logistics•Boston, MA

About The Position

PTC’s Solution Sales Strategy & Analytics team is the analytical engine behind go-to-market efforts for the company’s digital thread offerings. The team uses AI agents, automation, and modern analytics to turn business data into insights and actions that accelerate growth. Its work supports sales leaders, Solution VPs, sales operations, finance, and executive leadership with trusted, forward-looking views of business performance. The Analyst will own understanding and strategy for the go-to-market performance of PTC’s largest products and business units. The role uses forecasting, pipeline, and performance analysis to help leaders accelerate growth and improve outcomes. The Analyst will work with data from Clari, Salesforce, Power BI, and planning models; produce weekly forecast and monthly review materials; and translate findings into clear recommendations for sales leaders. The role also uses AI tools to automate recurring work and improve the speed and quality of insights. Success includes independently delivering accurate forecast and review materials for assigned solutions, supporting annual territory and quota planning and validating long-range and annual plans, becoming a trusted source for business-health insights, automating a recurring workflow, and influencing a concrete go-to-market decision. The role may evolve toward greater strategic exposure as business-partner trust grows.

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 building 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 and commitment to accuracy, including checking and tying out numbers.
Clear written and verbal communication skills, including the ability to explain what data means and recommend what to do.

Nice To Haves

Experience with Salesforce reports, dashboards, or SOQL, and Clari or a similar forecasting platform.
Experience with Power BI or another business intelligence tool.
SQL or Python skills.
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 the weekly Solution Sales forecast deck, refreshing Solution VP and DVP forecasts and best cases from Clari, closed-won and pipeline data from Salesforce, and plan and prior-year comparisons; tie out totals across solutions and geographies.
Explain week-over-week forecast movement, identifying the deals, segments, and geographies driving changes and areas of risk or upside.
Build 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 accuracy analysis.
Produce monthly solution performance reviews covering pipeline creation, bookings, coverage, and marketing impact, with quarter-to-date comparisons against prior quarters.
Track current-quarter and rolling four-quarter pipeline coverage, flag gaps early, 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-account tables, pushed or missed deals, and reasons for changes in close timing.
Prepare deal summaries for leadership and earnings preparation, including current state, next steps, compelling events, and forecast-confidence assessments.
Write concise commentary and summary slides that explain the implications of the data and recommend actions.
Partner with Solution VPs, sales leaders, sales operations, and finance to turn analysis into specific actions, including focus accounts, pipeline-generation priorities, and deal-level follow-ups.
Follow through on recommendations and measure whether they affected outcomes; serve as an objective, trusted voice on business health.
Use AI agents and assistants across Excel, PowerPoint, Word, Salesforce, and Clari to automate data pulls, deck refreshes, tie-outs, and first-draft commentary.
Document repeatable workflows as reusable automations to scale team output without adding manual effort.
Improve data quality and definitions with sales operations and validate AI-generated output before it reaches stakeholders.
Execute annual territory and quota planning to accelerate growth and increase focus, and validate long-range and annual plans.

Benefits

Performance-based bonus may be available.
Employee share purchase program allowing employees to purchase discounted PTC stock.
Some roles may be eligible for equity programs.
Medical insurance.
Dental insurance.
Vision insurance.
Paid time off and sick leave.
Tuition reimbursement.
401(k) contributions and employer match.
Flexible spending accounts.
Life insurance.
Disability coverage.
Commuter subsidy for office-assigned employees.