Business Planning & Operations Partner

JobgetherSaaS technology

Based in the United StatesFull-TimeSenior

Salary104,000 - 145,333 USD per year

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Job Details

Experience: At least 8 years of relevant experience with a bachelor's degree, or at least 6 years with a master's degree
Required Skills: SQLMicrosoft ExcelGoogle Sheets

Have a bachelor's degree and at least 8 years of relevant experience, or a master's degree and at least 6 years of experience.
Bring experience in business planning, operations analytics, customer analytics, or business intelligence within a SaaS or technology organization.
Have experience developing capacity planning, workforce planning, or headcount forecasting models.
Have advanced SQL skills.
Be proficient in Excel or Google Sheets.
Have experience with a business intelligence platform such as Tableau, Looker, or Power BI.
Demonstrate analytical capabilities including scoring, segmentation, and trend analysis, and turn complex data into clear recommendations.
Show experience influencing senior leaders' decisions based on analytical findings.
Have collaboration and stakeholder management skills, including building alignment across teams with different priorities.
Be able to work independently, exercise sound judgment, and manage responsibilities with minimal direction.
Have strong written, verbal, and presentation skills, including communicating insights to directors and senior executives.
Have experience using AI tools such as Claude to automate analytical and reporting workflows, with human review to validate outputs.
Experience with Support, Education, or Enablement data is strongly preferred.

Partner with Support and Education leaders to prepare and facilitate business reviews, analyze data, agree on follow-up actions, and develop contributions to quarterly business health reports.
Build and maintain Support capacity plans with operational leaders, aligning with Finance and HR on operating plans, workforce requirements, and headcount planning.
Analyze Support and Education performance, learning adoption, and operational trends, and translate findings into practical recommendations.
Collaborate with Support, Education, and Customer Success teams to define and refine customer risk indicators for the customer health framework.
Work with Business Intelligence teams to define reporting needs, validate dashboards, and contribute operational definitions to the KPI dictionary.
Align Support and Education metrics, planning processes, and reporting with Professional Services and Customer Success Operations.
Partner with operational leaders and technology product management to develop business cases for technology and AI initiatives, define measurable outcomes, and monitor results.
Present analytical findings and recommendations alongside business leaders to senior commercial leadership.
Mentor and support less experienced analysts, sharing knowledge and analytical and business partnering practices.

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