Business Analyst II (SFBAY ONLY)

Suki•Redwood City, CA

41d•$125,000 - $145,000

About The Position

We are looking for a highly analytical professional to join our Customer Success Operations team. The ideal candidate will have strong modeling and data skills to help build and scale forecasting, headcount, and revenue models that enable data-driven planning and decision-making for the Customer Success (CS) organization. This role is ideal for someone who enjoys working with data, building structure from ambiguity, and translating analytical insights into business impact.

Requirements

6-8 years of experience in Business Analytics, Financial Modeling, FP&A, or Strategy/Ops roles, ideally in a SaaS or Customer Success environment.
Advanced Excel/Google Sheets proficiency, adept at complex formulas, pivot tables, scenario modeling, and logical structuring.
Demonstrated experience in building bottoms-up financial or operational models from scratch.
Strong ability to work with large, unstructured datasets like data cleaning, normalization, and reconciliation across multiple sources.
Excellent problem-solving, attention to detail, and communication skills.

Nice To Haves

Working knowledge of SQL or BI tools (Tableau, Looker, etc.) is a plus.
Prior experience in investment banking, management consulting, or strategy roles is a strong plus.

Responsibilities

Design, build, and maintain analytical and financial models to support a wide range of Customer Success (CS) planning and forecasting needs such as capacity, headcount, revenue, retention, and margin models.
Develop scalable frameworks for forecasting, budgeting, and performance tracking, ensuring consistency and accuracy across multiple business scenarios.
Work with large, complex datasets from Salesforce, internal dashboards, and other CS tools cleaning, reconciling, and structuring them to drive reliable insights.
Partner with CS leadership to translate strategic priorities into measurable metrics, projections, and data-backed narratives.
Conduct ad-hoc analyses and scenario modeling to support decision-making across areas such as productivity optimization, key CS metric trends, health score development and maintenance, and NPS trend analysis.
Collaborate cross-functionally with Finance, Sales Ops, and Data teams to align on data definitions, model assumptions, and business logic.
Build intuitive dashboards and visualizations (in Excel, Sheets, Tableau) to communicate insights clearly to leadership and other stakeholders.
Identify opportunities to automate recurring analytical processes and enhance overall data hygiene and forecasting reliability.

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