Senior Business Analyst, Professional Services (Req #1417)

Overview

This Senior Business Analyst role provides senior-level analytical support across the commercial lifecycle for technology services, including professional, managed, security, and related services—from prospecting and presales through contracting, implementation, renewals, and ongoing performance management. You will serve as a strategic analytical partner to service leadership, Sales Operations, and other stakeholders, developing scalable reporting and analytical models to improve revenue predictability, backlog, utilization, customer outcomes, profitability, and decision-making.

Responsibilities

• Business Analysis & Requirements: Gather requirements, define metrics, map processes, and translate business needs into reporting solutions.
• Executive Communication: Present performance trends, risks, and recommendations to senior leadership.
• Business & Deal Analysis: Evaluate pricing, costs, margins, contract value, licensing, and deal profitability with the deal desk.
• Services Lifecycle Performance: Analyze end-to-end services performance, identifying handoff gaps, risks, and improvement opportunities.
• Capacity & Demand Planning: Build capacity models aligning skills and labor supply with backlog, demand forecasts, and resource needs.
• Recurring Revenue & Retention: Develop reporting for NRR, GRR, churn, logo retention, customer performance, and FinOps metrics.
• Field Operations & FP&A Partnership: Align services, financial, and sales data to support integrated analysis and business decisions.
• Services Forecasting & Revenue Performance: Forecast bookings, backlog, revenue, and margin; identify risks impacting revenue realization.
• Operational & Presales Analytics: Provide analytics for complex opportunities, including security services and procurement-to-implementation engagements.
• Renewals & Consumption Insights: Develop renewal and consumption models that drive actionable business recommendations.
• Dashboard Development & Automation: Create executive dashboards and automate reporting using Power BI, Tableau, SQL, Excel, and related tools.
• CRM & Data Quality: Improve data quality, validation, forecasting accuracy, and reporting integrity within Microsoft Dynamics CRM.
• Cross-Functional Partnership: Collaborate with sales, finance, delivery, procurement, legal, and leadership on commercial and operational initiatives.
• Reusable Analytics Library: Build and maintain standardized metrics, models, and analytical frameworks.
• Prospect-Level Collaboration: Connect prospect and opportunity insights to delivery, renewal, and leadership decision-making.

Qualifications

• 5+ years of progressively responsible experience in sales operations, financial analysis, business analytics, or a related discipline supporting sales, finance, or commercial decisions.
• Bachelor’s degree in finance, business, data analytics, or a related field, or equivalent relevant experience.
• Experience establishing and reporting managed services or subscription metrics, including NRR, GRR, churn, logo retention, customer-level analysis, and FinOps.
• Demonstrated ability to analyze complex cost-to-serve, revenue, margin, and scenario models.
• Advanced Excel skills, including experience with Power Query, VBA, or comparable automation methods; ability to build repeatable dashboards and exception reports.
• Advanced proficiency with Excel and working proficiency with SQL and Power BI or Tableau.
• Strong experience with Salesforce, Microsoft Dynamics CRM, or another enterprise CRM, including data reviews, validation rules, cleansing, and forecast-integrity practices.
• Demonstrated ability to translate financial and sales data into concise recommendations and presentations for senior leaders and to influence stakeholders without direct authority.

Compensation & Benefits

• Base salary range (initial): expected between $90,000 and $120,000 annually.
• Final base salary: determined by multiple factors, including job-related knowledge, depth of experience, skills, certifications, and geographic location.
• Additional compensation: compensation structure may include other components such as commissions and discretionary bonuses.
• Benefits: full range of medical, financial, and/or other benefits, including 401(k) eligibility, employee stock purchase program, and various paid time off benefits (e.g., vacation, sick time, personal leave), dependent on the position offered. Details provided if an offer is extended.

Employment Terms

If hired, employment will be in an “at-will” position, and the employer reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

Physical Requirements

• This role involves seated work and occasional standing or walking.
• Reasonable accommodations will be provided in accordance with relevant laws.

Equal Opportunity

The employer is an equal opportunity employer and does not discriminate or allow discrimination based on race, color, religion, sex, sexual orientation, gender identity, age, national origin, citizenship, disability, veteran status, or any other classification protected by federal, state, or local law.

Notice to Recruiting Agencies

The employer accepts unsolicited resumes only when presented directly by a candidate. Unsolicited resumes submitted from other sources will be considered the employer’s property and will not qualify for placement or referral fees unless there is a valid written agreement with advance written approval to submit resumes for a particular opportunity.