AI Business Analyst

Allied Power Group•Houston, TX

2d•Onsite

About The Position

We are seeking an AI Business Analyst to join our team located in Houston, TX to drive the integration of AI tools, data architecture, and digital workflows across the organization. This role will serve as the bridge between business functions and technology, identifying opportunities to automate, standardize, and enhance decision-making through secure AI and data-driven solutions. The candidate will need to be adept at communicating in cross functional teams to both understand the needs of the business and demonstrate the use of new processes and technology.

Requirements

1-3+ years’ experience in finance, sales ops, analytics, or transformation
Understanding of basic statistics
Salesforce or other CRM experience (Sales Cloud, CPQ, or Revenue Cloud)
Strong Excel and PowerBI skills
Familiarity with AI tools (Claude, Copilot, ChatGPT, etc.)
Experience in cross function teams to create transformative processes
Experience in the industrial or energy sector, ideally within a private equity-owned firm
Experience with Salesforce automation, including Flows, Process Builder, and basic Apex
Understanding of database structures and digital security
Bachelor’s degree in Finance, Engineering, Data Analytics, or related field

Responsibilities

Identify high-value use cases and the impact of AI improvements (pricing optimization, proposal automation, forecasting support)
Embed AI optimization into existing workflows through understanding the users’ needs
Develop AI best practices and instructional documentation
Communicate the importance of improvements through the AI workflow to the end user
Collaborate cross-functionally with Commercial, Finance, Operations and IT teams to improve workflows and business processes
Gather business requirements and translate operational needs into scalable process improvements and system enhancements
Support implementation and adoption of new tools, workflows, and reporting capabilities across departments
Support initiatives that improve workflow efficiency and reporting accuracy
Connect data across ERP, Salesforce, and financial systems in partnership with the relevant departments to ensure aligned workflows and sound architecture
Align account structures and customer/site identifiers across systems (e.g., ERP and Salesforce)
Build structured data models and reporting views to enable deeper analysis of key business areas
Review and improve data collection procedures to promote completeness and accuracy at the point of entry
Support Revenue Cloud and CPQ initiatives
Build pricing databases in Salesforce using existing cost analyses
Automate proposal generation through the pricing database
Implement deal approval workflows through automated notifications
Create dynamic databases for financial information related to work and purchase orders
Support pricing strategy through analysis of revenue and cost data
Support forecasting and budgeting efforts through data gathered from departments