Loading...
SeniorFull-timeRails
Salary Range
$13,260 - $17,940 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Business Analyst to support FPS Operations with a primary focus on Services bookings, pipeline visibility, forecast accuracy, commercial performance tracking, and reporting governance. This role will work closely with Services Sales stakeholders, regional leadership, Finance, and Operations to ensure reporting is accurate, actionable, and aligned to AOP targets.
Key Responsibilities
- →Own recurring reporting and review for Services pipeline, forecast, and bookings performance, primarily from Salesforce (SFDC CRM)
- →Build, maintain, and optimize SFDC dashboards and reporting views aligned to leadership needs
- →Ensure accurate rollups by region, sub-region, segment, and leader reporting hierarchy
- →Partner with stakeholders to enforce consistency across opportunity stages, close dates, forecast categories, product/service classification, and pipeline hygiene
- →Track commercial drivers across Services performance, including attainment vs targets, forecast accuracy trends, conversion/coverage drivers, key risks and changes week-over-week
- →Translate reporting into concise leadership-ready insights, highlights, and risks
- →Track and report on sold rates vs bill rates (rate realization)
- →Identify trends, variances, and exceptions impacting margin and performance
- →Own recurring reporting for discount usage and discount trends
- →Track discounting against commercial guardrails, budgets, and AOP expectations
- →Maintain reporting tied to AOP targets, and support performance visibility by quarter/month
- →Monitor and resolve reporting inconsistencies and definition gaps across sources
- →Establish documentation for metric definitions, report logic, and reporting cadences
Requirements
- ✓Expertise in Salesforce (SFDC CRM) is critical
- ✓Experience in building, maintaining, and optimizing SFDC dashboards and reporting views
- ✓Strong understanding of commercial performance tracking and reporting
- ✓Ability to track and report on sold rates vs bill rates
- ✓Experience in discount reporting and governance
- ✓Ability to maintain reporting tied to AOP targets
- ✓Strong analytical and problem-solving skills
- ✓Excellent communication and stakeholder management skills
