← Alteryx
Alteryx role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Platform that automates data prep and analytics workflows, working with Snowflake, Databricks and BI tools.
Who you'd be calling
Heads of data and analytics, analytics managers, finance and operations analytics leaders at mid-size and large companies
Your opener
“Hi, this is Morgan from Alteryx. I know I'm calling without warning, do you have 30 seconds? I work with analytics teams that spend more time preparing data than analyzing it, and I wanted to see if that sounds familiar.”
Problems you solve for them
- Analysts waste hours on manual spreadsheet and data cleaning work
- Insights arrive too late because data workflows are slow and fragile
- Data in many places is hard to bring together for reports
Discovery questions to ask
- How much of your team's time goes to preparing and cleaning data?
- Which tools do your analysts use today for data workflows?
- Which reports are still built by hand every week or month?
Objections they'll throw at you
“I'm busy right now.”
→ No problem. Can I try you at a better time, maybe early next week for 10 minutes?
“We're not interested.”
→ Fair enough. Is manual data work not a big issue for your team, or just not a priority this quarter?
“We already use Snowflake / Databricks / Excel.”
→ Great, and the product works with those. Who does the data prep and reporting work before it lands there, and how long does that take?
“Just send me an email.”
→ Happy to. What's one manual process you'd love to remove? I'll tailor it, and then could we talk for 15 minutes?
Competitors worth knowing
Dataiku, Informatica, KNIME
Interview tips for this company
- Understand 'workflow automation' for data: replacing repeated manual steps with a saved process anyone can rerun.
- The company mentions Alteryx One and integrations with Snowflake and Databricks, so be ready to say it works alongside those tools, not instead of them.
Written from public information about Alteryx to help you practice. Ask an insider what their role play looked like; it's the best prep there is.