Senior Business Analyst, Professional Services
About The Position
The Senior Business Analyst provides senior-level analytical support across the commercial lifecycle for our technology services portfolio, including professional, managed, security, and related services—from prospecting and presales through contracting, implementation, renewals, and ongoing performance management. This role serves as a strategic analytical partner to service leadership, Sales Operations, and other stakeholders. The analyst develops scalable reporting and analytical models that clarify deal objectives, strengthen recurring revenue and profitability, and help leaders make informed business decisions and provides end-to-end visibility across the services lifecycle to improve revenue predictability, backlog, utilization, customer outcomes, and profitability.
Requirements
- 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.
Responsibilities
- Gather requirements, define metrics, map processes, and translate business needs into reporting solutions.
- Present performance trends, risks, and recommendations to senior leadership.
- Evaluate pricing, costs, margins, contract value, licensing, and deal profitability with the deal desk.
- Analyze end-to-end services performance, identifying handoff gaps, risks, and improvement opportunities.
- Build capacity models to align skills and labor supply with backlog, demand forecasts, and resource needs.
- Develop reporting for NRR, GRR, churn, logo retention, customer performance, and FinOps metrics.
- Align services, financial, and sales data to support integrated analysis and business decisions.
- Forecast bookings, backlog, revenue, and margin; identify risks impacting revenue realization.
- Deliver analytics for complex opportunities, including security services and procurement-to-implementation engagements.
- Develop renewal and consumption models that drive actionable business recommendations.
- Create executive dashboards and automate reporting using Power BI, Tableau, SQL, Excel, and related tools.
- Improve 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 initiatives.
- Build and maintain standardized metrics, models, and analytical frameworks.
- Connect prospect and opportunity insights to delivery, renewal, and leadership decision-making.
Benefits
- 401(k) eligibility
- employee stock purchase program
- various paid time off benefits, such as vacation, sick time, and personal leave
- medical
- financial
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
