Sr Business Data Analyst

Company Overview

With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And we’re only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieve? Read on.

At UKG, you get more than just a job. You get to work with purpose. Our team of U Krewers are on a mission to inspire every organization to become a great place to work through our award-winning HR technology built for all.

Here, we know that you’re more than your work. That’s why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose — a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If you’re passionate about our purpose — people —then we can’t wait to support whatever gives you purpose. We’re united by purpose, inspired by you. 

You will be responsible for the following focus areas:
• Collaborate directly with Sales Leaders to plan, coordinate, and oversee territory forecasting, new-year set up, pipeline hygiene, growth initiatives, and business reporting.
• Facilitate weekly forecasts with the sales representatives and leaders for submission to the Finance department.
• Act as the trusted advisor and primary resource for Sales Leaders and Sales Reps within the SMB vertical team, addressing inquiries related to Salesforce, sales tools, and general ad-hoc data requests.
• Assume responsibility for ensuring the accuracy of Sales and Account data in Salesforce and other systems.
• Disseminate Salesforce best practices and educate sales partners to drive Salesforce adoption and consistency.
• Serve as the direct intermediary between sales and Salesforce systems teams.
• Develop custom reports, dashboards, and fields to bolster sales activities.
• Oversee and scrutinize data, sales roles, sales users utilized by sales.
• Implement and document new Salesforce enhancements tailored to sales requirements.
• Conduct audits of all won deals to guarantee data accuracy and systems alignment.
• Furnish administrative support to sales leadership.
• Assist in the Research and management of Account Creations.
• Participate in ongoing and month-end audit activities to ensure data accuracy.
• Collaborate closely with leadership to conceptualize and assess Go-to-Market initiatives in Salesforce.

Responsibilities
• Defining and evaluating sales business performance through the utilization of Salesforce reporting and analysis, with a specific emphasis on pipeline variance, activity, pipeline progression, pipeline growth, close/win rates, and close/lost details.
• Collaborating with Sales Leaders on sales forecasts and managing necessary changes within Salesforce
• Managing financial aspects, including revenue tracking, dashboard creation, and providing management with monthly goal advice. This will also involve collaboration with the Finance team for reporting purposes.
• Assisting in the preparation of the Quarterly Review Ops package, which encompasses significant wins/losses, competitive intelligence, closed/won revenue, as well as year-over-year and quarter-over-quarter analysis.
• Contributing to the preparation of Leadership presentations and coordinating input from other functional area leaders.
• Generating and maintaining Salesforce reports and dashboards for analysis, as well as maintaining a master customer list for team reference.
• Managing Sales Rep Territories within the Salesforce platform.
• Conducting research on accounts to ensure accurate account assignments. - Researching Merger & Acquisition transactions and assessing their impact on assigned accounts.
• Maintaining organizational charts and providing support as needed with miscellaneous ad-hoc reporting and tasks.

Requirements:
• 3-5+ years of experience in a Business Analyst role supporting a SaaS Sales team 
• Proficient in Salesforce.com, Microsoft Office including Excel, Word, PowerBI, and PowerPoint required
• Prior experience supporting Sales in the SaaS industry with a general understanding of the sales cycle, sales compensation, forecasting methodology, and order crediting.
• Bachelor’s degree in business administration, sales and/or marketing, or equivalent experience 5+years 
• Excellent analytical skills, familiarity with Clari is preferred
• Excellent written and verbal communication, with active listening and summarization skills
• Ability to proactively influence, advise, and collaborate with the sales teams
• Excellent judgment, interpersonal, communication skills and follow-through
• Ability to work in a team environment and cross-functionally
• Highly self-motivated, detail oriented, analytical with demonstrated problem solving and have sound business decision making skills in a fast-paced environment
• Ability to build credibility, trust, and rapport with stakeholders at all levels, both within and outside of the organization.

Where we’re going

UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet it’s our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will propel us into an even brighter tomorrow! 

Equal Opportunity Employer   

Ultimate Kronos Group is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.     

View The EEO Know Your Rights poster and its supplement.     

View the Pay Transparency Nondiscrimination Provision    

UKG participates in E-Verify. View the E-Verify posters here.  

Disability Accommodation

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com. 

The pay range for this position is $88,000 to $107,000 yearly however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKG’s comprehensive benefits can be reviewed on our careers site at https://www.ukg.com/careers