Business Planning & Operations Partner

This is a fully remote position, open to applicants in Texas.

📋 Description

• Collaborate with Support and Education leaders to conduct business reviews, which includes data preparation, action agreement, and drafting quarterly Health Pack sections.

• Create capacity plans for Support in conjunction with Support leaders, working together with FP&A and HR on annual operating plan, capacity, and headcount strategies.

• Evaluate the performance of Support and Education along with learning adoption, transforming outcomes into actionable insights.

• Identify and test customer-risk indicators by working with Support, Education, and Customer Success teams to achieve a comprehensive view of customer health across VS.

• Partner with Business Intelligence to establish reporting requirements for leaders, validate deliverables, and contribute to the KPI dictionary.

• Ensure alignment of Support and Education metrics and strategies with the operations of Professional Services and Customer Success.

• Craft business cases for technology and AI initiatives, specifying desired outcomes and metrics, while monitoring results.

• Share insights and findings alongside leadership to the CCO team.

• Provide mentorship to junior analysts.

⛳️ Requirements

• A Bachelor's degree with 8+ years of experience (or a Master's degree with 6+ years) in business planning, operations analytics, customer analytics, or BI within a SaaS or technology environment.

• Experience in management consulting, corporate strategy, or strategic FP&A transitioning into a business partner role is highly appreciated.

• Preferably have experience with data in support, education, or enablement.

• Proven experience in developing capacity or workforce planning models.

• Proficient in advanced SQL.

• Strong skills in Excel/Sheets.

• Familiarity with BI tools such as Tableau, Looker, or Power BI.

• Competence in scoring, segmentation, and trend analysis.

• Demonstrated ability to motivate leaders to act based on analysis.

• Capable of building consensus among teams with varying priorities.

• Ability to work autonomously with minimal supervision.

• Excellent communication and presentation skills, particularly with directors and senior leaders.

• Experience utilizing AI tools like Claude for automating analysis and reporting, accompanied by human review.

🏝️ Benefits

• Two paid wellness days off for the entire company each year.

• A paid day off on your birthday or another day within your birthday month.

• 40 hours of paid Volunteer Time Off each year.

• Access to a free, confidential, 24/7/365 Employee Assistance Program offering counseling and support for financial, legal, work-life, and new-parent challenges.

• Zurich Travel Assist providing medical, safety, pre-trip planning, and emergency support for business travel.

• Monetary referral bonuses for successful new hires.

• Comprehensive medical/dental insurance specific to your location.

• Retirement/pension plans specific to your location.

• Life or accident protection options available based on your location.