Pensions Analyst

Whatfix is a leading global B2B SaaS provider and the largest pure-play digital adoption platform (DAP). Whatfix empowers organizations to maximize the ROI of their digital investments by tailoring it for the needs of each unique user. Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category. Digital adoption to help users right within any software, no-code Product Analytics to uncover and resolve adoption gaps, and Mirror for application simulation, driving safe, hands-on learning in software replicas. It began with the software era , when enterprise applications first digitized core processes across industries — a $650B opportunity. Then came the cloud and mobile era , a $2.7T wave of transformation that moved businesses from on-prem to SaaS and unlocked anytime, anywhere access. It was in this phase that Whatfix was born — helping enterprises accelerate digital adoption by making software easier to use, easier to learn, and easier to extract value from. Unlike past waves, this is not just another technology shift — it is foundational. The opportunity has expanded to more than $15 trillion , but it’s not just a software story anymore — it’s a labor story . Roles, workflows, and human-machine interactions are being rewritten in real time. We call this philosophy Userization : the belief that technology must adapt to the user, not the other way around. This intelligence powers our entire product suite. Digital Adoption helps users get productive faster. Mirror allows employees to train in safe, simulated environments. On top of these, our embedded AI Agents supercharge creation, insights, and user guidance. Alongside Salesforce automation with “Seek for Salesforce Agent”, Seek also includes a conversational AI search tool that helps users find information faster in the flow of work. Together, these products reflect Whatfix’s commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified, intelligent way to find answers across systems, apps, and knowledge silos and helps anyone looking to deliver fast and contextual answers. Our Mirror 2.0 helps teams practice real-world conversations using dynamic, AI-powered personas — whether it's sales, support, or compliance training. The innovation that has gone into building these products has gained us 10 patents granted by the US patent office and we are already on our way to get a grant of 20 more patents with 2 specifically for the AI work we have done. Unlike point solutions that either stay confined to one ecosystem or solve only for onboarding, Whatfix works across web, mobile, desktop, OS, and AI-driven apps — and supports the entire transformation lifecycle from planning to training to continuous improvement. The velocity of transformation has collapsed. And that is the story of Whatfix: bridging the gap between exponential technological change and human enablement, ensuring that AI becomes not just embedded, but usable, trusted, and outcome-driven for every employee, across every system, in every workflow . Whatfix’s leadership is consistently recognized across top industry analysts and business rankings: Only DAP to be recognized as a “Leader” across various DAP reports for the past 5+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group. With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards. Award winner in the category (Bronze): Customer Service Department of the Year – Computer Software - 100 or More Employees. Winner of the ISG Paragon Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category. winner for “Software Asset Management Solution of the Year” Be one of the key Leaders in this awesome journey of building a billion-dollar company This role is critical in ensuring the accuracy and hygiene of our CRM and pipeline data, managing day-to-day operations in our Sales forecasting tool, and owning the documentation and periodic updates of Rules of Engagement (RoEs). CRM & Pipeline Hygiene: Maintain data accuracy, completeness, and standardization in Salesforce to ensure reliable forecasting and reporting. Conduct regular audits of pipeline data in collaboration with regional RevOps leads and Sales/Marketing teams. Sales forecasting Operations: Own day-to-day operations and hygiene in sales forecasting tool (forecasting & pipeline management platform). Ad-hoc Analysis: Drive on-demand analysis, data pulls, and insights generation for RevOps and GTM stakeholders. Partner with senior analysts to support deeper analytics and dashboard builds. Required Skills & Experience ~2–4 years of professional experience, preferably in Revenue Operations, Sales Operations, or an analytics-oriented role in a SaaS/product company. ~ Strong proficiency in data analysis with advanced knowledge of Excel/Google Sheets (pivot tables, complex formulas, data visualization). ~ Hands-on experience with Salesforce CRM; familiarity with data quality frameworks. ~ Ability to synthesize data into clear, actionable insights and communicate effectively with cross-functional stakeholders. ~ We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status We believe that being together in the office five days a week fosters open communication , strengthens our sense of community, and accelerates innovation—ultimately helping us achieve our goals more effectively. To support this, we offer the option to work from home up to two days per month .