Business Analyst

Key Responsibilities

• Conduct comprehensive analyses of customer and account performance using data from multiple systems, including bookings, ARR, ticketing/support trends, telemetry/usage data, and customer demographics.

• Develop frameworks and models that surface churn indicators, retention drivers, and upsell/cross-sell opportunities, enabling data-driven account strategies

• Create and maintain executive-level dashboards and reports that highlight customer health, renewal risk, expansion opportunities, and overall account performance, working closely with regional leads to ensure relevance and accuracy.

• Collaborate with Sales, Finance, Product Management, and other teams to gather and analyze data, ensuring accuracy and completeness.

• Prepare clear, compelling PowerPoint presentations to communicate findings and recommendations to executive leadership.

• Conduct research and benchmarking to support customer/account strategy and strategic initiatives or programs.

• Partner with stakeholders to assess potential divestiture opportunities, including financial modeling and market analysis.

• Provide ad-hoc analysis and strategic recommendations for optimizing the portfolio, programs and aligning resources with growth priorities.

• Ability to develop advanced scripts to automate and refresh PowerPoint presentations with various Power BI graphics.

Required Skills

• Advanced proficiency in Excel for data analysis and visualization (including PowerQuery and PowerPivot).

• Expertise in PowerPoint, with the ability to create high-impact, professional presentations.

• Proficiency in SQL for extracting and analyzing complex datasets.

• Experience with modern BI tools (Power BI, Tableau, or similar) for dashboard creation and data visualization.

• Familiarity with programming languages like DAX/Python or R for advanced analytics (preferred but not required).

• Strong knowledge of product analytics tools and methodologies for assessing usage and customer behavior.

• Experience with Salesforce, Revenue Cloud, or comparable CRM systems.

Required Experience

• Bachelor’s degree in Business, Finance, Data Analytics, or a related field.

• 5+ years of experience in product analysis, financial analysis, or related roles, ideally within a SaaS/software environment.

• Strong proficiency in data analysis tools and platforms, including Excel, SQL, and Power BI or Tableau.

• Demonstrated ability to synthesize large data sets into actionable insights and executive-level recommendations.

• Experience in financial modeling, including cost-revenue analysis and product profitability assessment.

• Proven track record of creating and delivering executive-level presentations.

• Familiarity with SaaS metrics (ARR, CAC, LTV, NRR) and understanding of software product lifecycle management.