Technical Services Business Analyst

Trimble•Lake Oswego, OR

3d•Onsite

About The Position

The Technical Services Business Analyst serves as a consultant between enterprise customers’ business needs and technical software design. The role analyzes customer goals and requirements for Spectrum and related software customization projects, then develops tailored solutions on the Viewpoint Spectrum platform to support customers’ financial and operational efficiency. The position develops solution proposals, Rough Order of Magnitude (ROM) estimates, and Work Orders; defines project needs, strategy, scope, and delivery plans; and supports handover to assigned Technical Services Specialists. The analyst also gathers internal feedback to improve future scoping and keeps related documentation current. The role requires strong organization, problem-solving, communication, customer relationship, and project management skills, along with the ability to maintain current expertise in the relevant software products and construction business practices. The role is based onsite in Lake Oswego, Oregon, or Westminster, Colorado, and requires 5% travel. Trimble describes its work as focused on practical, real-world impact, including solutions intended to make work faster, safer, and more sustainable, and emphasizes a collaborative, inclusive culture and individual ownership.

Requirements

Bachelor’s degree in business, training, or technology; or an equivalent combination of education and experience.
At least three years of software consulting experience or two years of custom solution delivery experience.
Demonstrated expertise across Viewpoint Spectrum modules and disciplines, including Accounting, Operations, and Service Management.
Ability to analyze SQL data.
Relationship-building, requirements-gathering, and negotiating skills.
Demonstrated ability to drive multiple projects in parallel.
Subject matter expertise in accounting principles and practices, including payroll, accounts payable, accounts receivable, inventory, purchase orders, and general ledger.
Subject matter expertise in construction project management principles and practices, including project setup via estimate, project buy-out, project documents, change orders, job costing, and job billing.
Strong organization, self-direction, time management, and planning skills.
Systematic problem-solving ability and proactive risk identification and mitigation.
Excellent written and verbal communication, listening, presentation, and feedback-seeking skills.
Professionalism, discretion, and sound judgment in interactions with coworkers, customers, vendors, and others.
Ability to adapt to changing work conditions, competing demands, interruptions, delays, and unexpected events.

Nice To Haves

Prior professional services or software consulting experience managing billable projects using tools such as NetSuite, FinancialForce, or Kimble.
Practical familiarity with Viewpoint Field Management, Human Resources Management, or Financial Controls solutions.
Background knowledge or direct operational experience in the construction industry.
Experience with a PSA or similar software tool, such as NetSuite, FinancialForce, or Kimble.

Responsibilities

Complete intake for Spectrum and related software customization projects by analyzing customers’ business goals, objectives, and needs.
Develop proposed solutions and prepare related Rough Order of Magnitude estimates and Work Orders.
Consult with customers to define needs, determine strategy, and develop project delivery plans and proposals.
Provide approved project scope details to assigned Technical Services Specialists and assist with customer handover activities as appropriate.
Drive internal feedback cycles to refine future scoping efforts and maintain related documentation.
Maintain current, expert knowledge of software products from both internal and user perspectives.
Plan and prioritize work, manage multiple projects, analyze and solve problems systematically, and proactively mitigate risks.
Monitor work to ensure quality solution delivery and communicate effectively with customers and other stakeholders.
Perform other miscellaneous duties as assigned.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Time off plans
Retirement plans
Tax savings plans for health, dependent care, and commuter expenses (offered by most businesses)
Paid Parental Leave
Employee Stock Purchase Plan