Reserch Analyst at InvoiceCloud

Hyderabad, Telangana, India -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

0.0

Posted On

06 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Market Research, Competitive Intelligence, Sales Ops, Salesforce, ZoomInfo, LinkedIn, AI Tools, Python, SQL, Communication, Data Visualization, Web Research, Stakeholder Analysis, Automation, Evidence-First Mindset, Systems Curiosity

Industry

Financial Services

Description

About InvoiceCloud: InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It’s an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com. Research Analyst - Account-Based Intelligence Location: Hyderabad Department: Revenue Operations Employment Type: Full-Time Role Overview We’re hiring a Research Analyst to run deep, account-based research that accelerates Sales and Marketing. You will build evidence-first dossiers on target accounts using AI tools and publicly available sources, translate findings into actionable guidance for go-to-market teams, and continuously improve the research engine—process, quality, speed, and impact. You’ll partner closely with SDRs, Account Directors, and Marketing to make better, faster decisions on where and how to win. What you’ll do • Own end-to-end account research. Produce concise executive briefs, org/power maps, buying-center analyses, technology fingerprints, procurement timelines, and risk/modernization signals for named accounts. • Follow a standard research workflow to ensure consistency and completeness: entity resolution → portal discovery → billing/payments or disbursements flow → core systems → contracts/procurement → scale indicators → stakeholder power map → modernization signals → validation & confidence. • Integrate outputs into Salesforce. Publish findings as CRM notes, custom objects/fields, and dashboards; maintain a structured data layer (JSON/CSV/Excel) that Sales and Marketing can query and reuse. • Instrument quality & speed. Hit clear SLAs and accuracy targets with multi-layer QA checks; maintain an audit-ready Evidence Log with sources, dates, and key observations. • Quantify opportunity fit. Apply a transparent fit-scoring model (contract timing, digital maturity, pain signals, scale, competitive presence) and explain the “why” behind the score. • Continuously improve the research engine. Standardize templates and playbooks; automate repetitive steps; fine-tune prompts/agents; run retrospectives and A/B tests to raise signal-to-noise and reduce cycle time. • Collaborate and communicate. Run lightweight intake via tickets, confirm scope, share interim signals, and deliver crisp, presentation-ready summaries and links that are easy to consume in pipeline and account reviews. How you’ll make the process better • Playbooks & templates: Maintain living templates for briefs, power maps, and stakeholder summaries; evolve checklists based on feedback and misses. • AI-assisted workflow: Orchestrate AI agents for web discovery, enrichment, summarization, and de-duplication; standardize prompt libraries and guardrails. • Automation & data plumbing: Partner with RevOps/IT to connect data sources, build lightweight scrapers where appropriate, and push structured outputs into Salesforce with minimal human handoff. • Metrics that matter: Track SLA adherence, research cycle time, accuracy, and GTM adoption; run monthly “quality circles” to remove bottlenecks. What you’ll bring • 2–5 years in market research, competitive intelligence, sales ops/enablement, consulting, or GTM strategy. • Tool fluency: Salesforce (objects/reports/dashboards), ZoomInfo (or similar enrichment), LinkedIn/Sales Navigator, web research, and AI tools/agents (LLM-assisted discovery, summarization, extraction). Experience with Python/SQL for light automation is a plus. • Systems curiosity: Ability to decode a target’s public tech stack and procurement motions from websites, filings, help centers, code artifacts, and board/RFP materials. • Evidence-first mindset: You cite sources, timestamp findings, and separate facts from signals. • Communication: Tight writing, sharp visuals, and the knack for distilling complexity into crisp, decision-ready bullets. Nice to have • Experience supporting account-based sales/marketing programs at B2B SaaS or payments/fintech companies. • Familiarity with utility/government or insurance ecosystems, including portals, billing/payments flows, disbursements/refunds, and core systems research patterns. • Exposure to web scraping, document parsing, and data visualization tools (e.g., Tableau/Power BI). InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race, color, religion, age, sex, nationality, disability, genetic information, veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected under applicable laws. This commitment applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training. If you require a disability-related or religious accommodation during the application or recruitment process, and wish to discuss possible adjustments, please contact jobs@invoicecloud.com. Click here to review InvoiceCloud’s Job Applicant Privacy Policy. For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases, employees, or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.

Responsibilities

The Research Analyst will conduct in-depth account-based research to support Sales and Marketing efforts, producing detailed reports and analyses on target accounts. They will also improve research processes and collaborate with various teams to enhance decision-making.