Business Intelligence & GTM AI Associate

Job description

An Introduction to Primer Primer is the unified infrastructure for global payments. We give finance and payments teams the visibility and control to reduce complexity, improve performance, and capture more revenue - all from a single platform. Backed by Sofina, Peak XV Partners, ICONIQ, Tencent, Accel, and Balderton, we're building the payments layer the world's best companies rely on. Watch our showcase > https://primer.io/the-primer-showcase Read up on our $100m Series C https://www.primer.io/blog/series-c Learn more about our culture > https://primer.io/careers 🔍 WHAT WILL YOU BE DOING? Own Primer's GTM intelligence layer Maintain and continuously improve the dashboards and data models at the core of how our GTM teams operate and make decisions. You'll identify gaps, build new views, and ensure the data our teams rely on is accurate, trusted, and acted upon - not just looked at. Keep the AI in our BI sharp Continuously train and improve our BI tool’s (Omni) AI model so that natural-language queries, whether through Omni directly or via Claude, return accurate, contextually aware results. You are the steward of how well our BI tool thinks. Partner with data engineering to optimise performance, and build what's missing Own and maintain the semantic data layer and transformation logic so that dashboards are fast, consistent, and built on a foundation that scales. Identify where missing data sources are limiting GTM intelligence and work with the data engineering team to build the pipelines that close those gaps. You understand the data landscape end-to-end and can make a clear case for what needs to be optimised or built. Surface pipeline and account intelligence Build models and dashboards that go beyond historical reporting - surfacing engagement signals, account health indicators, and expansion opportunities that help GTM reps prioritise the right actions at the right time. Partner with data engineering and product ops to embed analytic events across Primer's web and dashboard environments, capturing user and intent signals that bring a new layer of behavioural intelligence into GTM. Model Salesforce data correctly Ensure CRM data is well-structured, correctly modelled, and fully leveraged in reporting. Work with RevOps and GTM leadership to make sure what lives in Salesforce is trusted, clean, and meaningful, so that any reporting built on top of it actually reflects reality. Build models that drive revenue decisions Partner with RevOps to develop data models that calculate potential ROI for prospects evaluating Primer products, and build the forecasting infrastructure that improves the accuracy of payment volume and revenue projections. Own the GTM data foundation Define and maintain field definitions, naming conventions, and data quality standards across the GTM tech stack. Good AI starts with good data, and good data starts with clear governance. Build the AI context layer for GTM Create and maintain the shared knowledge infrastructure that gives AI tools, including Claude, the right context to produce high-quality outputs. You'll build and curate the GTM knowledge base that sits behind our AI. Build GTM AI workflows, with Claude at the core Work with GTM stakeholders, and Primer’s AI Strategy & Enablement Lead to spot processes where in-house AI workflows, skills and artifacts unlock real self-serve value. Build the more complex workflows hands-on, and upskill others to build the simpler ones themselves. Since Claude is central to AI at Primer, this includes enabling connectors to key business tools and building the skills that make Claude genuinely useful in a GTM role. Own adoption and impact, not just the build Shipping something is the start, not the finish. You own the rollout until it sticks, partnering with GTM Enablement on training and documentation so it lands inside existing enablement programmes rather than as a one-off. Collect feedback, iterate, and track and report on GTM AI use cases and their measurable impact. Promote self-serve data literacy Coach GTM stakeholders to explore data autonomously. Build the education and support that turns Omni from something people request help with into something they reach for themselves. Stay ahead of the AI landscape Proactively assess new AI tools and new features in Primer's existing tech stack. Make clear recommendations on what to adopt, pilot, or ignore. Ensure we're extracting full value from what we already pay for. 👀 WHAT WE’D LOVE TO SEE Solid data and analytics foundation 3-5 years of experience in a data analytics, BI, or revenue operations role. You're comfortable working with complex datasets, building dashboards, and communicating what the numbers mean - without needing someone else to pull the data for you. SQL proficiency You write SQL fluently. Joins, window functions, aggregations - you can interrogate a data warehouse directly and know how to model data correctly, not just query it. Hands-on AI experience You use AI tools in your daily work, have built workflows or automations using LLMs, and understand enough about how they work to make them reliably useful rather than impressively unreliable. Strong understanding of APIs and MCPs You know how to retrieve data from APIs, trigger actions via them, and think in terms of integrations. You don't need to be a software engineer, but you're comfortable operating at the boundary between data and tooling. CRM data experience You understand how Salesforce (or similar CRM) data is structured, where it tends to go wrong, and how to model it for reliable reporting and AI consumption. Clear communicator with a coaching instinct You can explain data and AI concepts to non-technical stakeholders clearly, and you care about building their capability - not just doing it for them. High autonomy in ambiguous environments You don't wait for the problem to be fully defined. You identify the opportunity, make a case for it, and go build it. ✅ NICE TO HAVE Payments or fintech experience Familiarity with the metrics, data models, and commercial dynamics of a payments or B2B SaaS business. Experience with dbt, Snowflake or similar data tooling You've worked alongside or within data engineering pipelines and understand how data gets from source to warehouse. Python or scripting proficiency Useful for data manipulation, automation, and building lightweight AI tools beyond what SQL alone can handle. Omni or comparable BI tool experience You've worked with a modern BI tool and understand how to get the best out of its AI layer. Prompt engineering practice You have a structured approach to prompt design and can teach others how to improve the quality of their AI interactions. ✅ A TYPICAL INTERVIEW PROCESS - An initial intro call with a Talent Partner - An interview with the Hiring Manager - Challenge Stage - Contextualised to the role - A final, values-alignment interview WHAT'S THE CULTURE LIKE AT PRIMER? We're building a culture where people can do their best work and be proud of the impact they have. You'll be working with people who are mission-driven, smart, and reflective, and who are genuinely invested in building exceptional products and delivering success for our merchants. We work remotely, and have done since day one. We believe that building a successful, profitable company goes beyond proximity. We invest in our relationships through great remote working practices and thoughtfully designed face-to-face time, including workations, our annual company retreat, and access to co-working spaces across most major cities. The work is challenging. Scaleups are a challenge, and building category-defining products is a challenge. But there's a meaningful difference between a challenge and a struggle. At Primer, the right challenge comes with the right support: strong onboarding, a collaborative environment, and a team that is genuinely invested in your success. It's never something you face alone. OUR BENEFITS 🌍 We are fully remote and globally distributed; and have been since day one 💰 Competitive share options 🌴 Uncapped holiday, with 25 days minimum to be taken 🗣️ Co-working space access across major cities 📅 Workations & Company Retreat 💻 The best equipment for your role 🏠 £500 towards your home office setup 🔎 Generous learning budget 🏥 Private Medical Insurance 📈 A broad set of additional perks and benefits (depending on location) DON’T MEET EVERY SINGLE REQUIREMENT? At Primer, we're dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification listed, we encourage you to apply. You may be the right candidate for this or other roles. Primer is committed to the equal treatment of all current and prospective employees and adopts a zero-tolerance approach to discrimination, regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, marriage and civil partnership, or any other background or belief.