Senior Business Analyst, Professional Services

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

📋 Description

• Provide high-level analytical support throughout the commercial lifecycle for the technology services portfolio.

• Collect requirements, establish metrics, outline processes, and convert business needs into reporting solutions.

• Communicate performance trends, risks, and suggestions to senior leadership.

• Assess pricing, costs, margins, contract value, licensing, and deal profitability in collaboration with the deal desk.

• Examine end-to-end service performance to pinpoint handoff gaps, risks, and areas for improvement.

• Create capacity models that align skills and labor supply with backlog, demand forecasts, and resource necessities.

• Generate reports on NRR, GRR, churn, logo retention, customer performance, and FinOps metrics.

• Integrate services, financial, and sales data to facilitate comprehensive analysis and informed business decisions.

• Anticipate bookings, backlog, revenue, and margin, while identifying risks that could affect revenue realization.

• Provide analytics for intricate opportunities, including security services and procurement-to-implementation projects.

• Formulate renewal and consumption models that yield actionable business insights.

• Design executive dashboards and automate reporting utilizing Power BI, Tableau, SQL, Excel, and other relevant tools.

• Enhance data quality, validation, forecasting accuracy, and reporting integrity within Microsoft Dynamics CRM.

• Collaborate with sales, finance, delivery, procurement, legal, and leadership on commercial and operational projects.

• Develop and maintain standardized metrics, models, and analytical frameworks.

• Link prospect and opportunity insights to delivery, renewal, and leadership decision-making.

⛳️ Requirements

• A minimum of 5 years of progressively responsible experience in sales operations, financial analysis, business analytics, or a related field supporting sales, finance, or commercial decisions.

• A Bachelor’s degree in finance, business, data analytics, or a related discipline, or equivalent relevant experience.

• Proven experience in establishing and reporting managed services or subscription metrics, including NRR, GRR, churn, logo retention, customer-level analysis, and FinOps.

• Proficient in analyzing complex cost-to-serve, revenue, margin, and scenario models.

• Advanced skills in Excel, including Power Query, VBA, or similar automation techniques.

• Capable of building repeatable dashboards and exception reports.

• High proficiency in Excel and working knowledge of SQL and Power BI or Tableau.

• Solid experience with Salesforce, Microsoft Dynamics CRM, or other enterprise CRMs, including data reviews, validation rules, cleansing, and forecast-integrity practices.

• Skilled at translating financial and sales data into clear recommendations and presentations for senior leadership.

• Ability to influence stakeholders without direct authority.

🏝️ Benefits

• Medical benefits.

• Financial benefits.

• Eligibility for 401(k).

• Employee stock purchase program.

• Paid time off, encompassing vacation, sick leave, and personal leave.

• Discretionary bonuses.

• Commission may be part of the compensation structure.

• Reasonable accommodations in accordance with applicable laws.

• Work/life balance that supports employees’ diverse needs.