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Business Analyst
Candescent. Coordinate the operational lifecycle of Professional Services statements of work, work orders, change requests, quotes, and related commercial requests .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in coordinating Professional Services project lifecycles, including managing statements of work, pricing models, and financial attributes. Proficient in reconciling data across enterprise systems and ensuring effective communication with stakeholders.
Highest-signal resume keywords
Project Lifecycle ManagementData ReconciliationRequirements GatheringProcess MappingNetSuite Project Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business OperationsProfessional Services OperationsRevenue ForecastingPricing ProcessesBilling Processes
Soft Skills
Analytical SkillsStakeholder ManagementEffective CommunicationIndependent Work Management
Tools & Technologies
NetSuiteSalesforceSmartsheetPower BIMicrosoft Excel
Industry Keywords
Statements of WorkOperational ControlsException ReportingProcess Performance MetricsWorkflow Automation
About the role
Key responsibilities & impact- Coordinate the operational lifecycle of Professional Services statements of work, work orders, change requests, quotes, and related commercial requests
- Review incoming requests for completeness and route work to appropriate experts
- Track requests through completion and resolve stalled or incomplete work
- Maintain pricing worksheets, commercial assumptions, annual uplifts, support-window pricing, and standardized pricing models
- Validate project and financial information before project creation
- Create or coordinate NetSuite project setup, including project records, tasks, milestones, charge rules, and financial attributes
- Validate handoffs among Salesforce, Smartsheet, NetSuite, and related systems
- Coordinate exceptions when automated project creation or system integration fails
- Monitor contractual, delivery, and billing milestones and coordinate corrective action
- Support reconciliation across project, financial, billing, and forecasting systems
- Conduct forecast reviews with Project Managers and maintain accurate forecast information
- Develop reporting for overdue milestones, forecast movement, billing risk, data quality, and workflow exceptions
- Validate opportunities, purchase orders, and commercial documentation
- Coordinate project manager assignments and operational handoffs
- Coordinate purchase-order requests and provide required vendor information
- Maintain standard operating procedures, process maps, controls, business rules, and exception guidance
- Translate operational problems into business requirements, user stories, acceptance criteria, and automation opportunities
- Partner with Tools Engineering on Salesforce, Smartsheet, NetSuite, Power BI, integration, and workflow improvements
- Participate in user acceptance testing, release validation, adoption, and post-implementation measurement
Requirements
What you’ll need- Bachelor's degree in Business, Finance, Accounting, Information Systems, Operations, or a related field, or equivalent relevant experience
- Five or more years of experience in Business Operations, Professional Services Operations, Finance Operations, Sales Operations, Business Analysis, or a related discipline
- Experience supporting Professional Services project lifecycles, including SOWs, project setup, milestones, revenue forecasting, pricing, and billing processes
- Demonstrated ability to reconcile data across enterprise systems and resolve operational inconsistencies
- Strong requirements gathering, process mapping, documentation, analytical, and stakeholder-management skills
- Ability to independently manage multiple operational workstreams and communicate effectively with Project Managers, Sales, Finance, Engineering, and senior leaders
- Preferred: Experience with NetSuite project management, project accounting, milestones, charge rules, or billing
- Preferred: Experience with Salesforce, Smartsheet, Zuora, Power BI, SharePoint, and advanced Microsoft Excel
- Preferred: Experience with Professional Services Automation platforms, workflow automation, system integrations, and user acceptance testing
- Preferred: Experience creating operational controls, exception reporting, and process performance metrics