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Senior Business Analyst, Professional Services
ePlus Technology Solutions. Provide senior-level analytical support across the commercial lifecycle for the technology services portfolio .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, sales operations, and business analytics, with a strong focus on developing actionable insights and reporting solutions. Proficient in utilizing advanced analytical tools and methodologies to support commercial decision-making and improve operational efficiency.
Highest-signal resume keywords
Financial AnalysisSales OperationsBusiness AnalyticsAdvanced Excel SkillsPower BI Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisSales OperationsBusiness AnalyticsData AnalyticsCost-to-Serve AnalysisRevenue ForecastingMargin AnalysisDashboard DevelopmentReporting AutomationSubscription Metrics
Soft Skills
Stakeholder InfluencePresentation SkillsCollaboration
Tools & Technologies
Power BITableauSQLExcelSalesforceMicrosoft Dynamics CRM
Industry Keywords
Managed ServicesSubscription MetricsNRRGRRChurnLogo RetentionFinOps
Tech Stack
Tools & technologiesSQLTableauVBA
About the role
Key responsibilities & impact- Provide senior-level analytical support across the commercial lifecycle for the technology services portfolio
- Gather requirements, define metrics, map processes, and translate business needs into reporting solutions
- Present performance trends, risks, and recommendations to senior leadership
- Evaluate pricing, costs, margins, contract value, licensing, and deal profitability with the deal desk
- Analyze end-to-end services performance and identify handoff gaps, risks, and improvement opportunities
- Build capacity models aligning skills and labor supply with backlog, demand forecasts, and resource needs
- Develop reporting for NRR, GRR, churn, logo retention, customer performance, and FinOps metrics
- Align services, financial, and sales data to support integrated analysis and business decisions
- Forecast bookings, backlog, revenue, and margin and identify risks impacting revenue realization
- Deliver analytics for complex opportunities, including security services and procurement-to-implementation engagements
- Develop renewal and consumption models producing actionable business recommendations
- Create executive dashboards and automate reporting using Power BI, Tableau, SQL, Excel, and related tools
- Improve data quality, validation, forecasting accuracy, and reporting integrity within Microsoft Dynamics CRM
- Collaborate with sales, finance, delivery, procurement, legal, and leadership on commercial and operational initiatives
- Build and maintain standardized metrics, models, and analytical frameworks
- Connect prospect and opportunity insights to delivery, renewal, and leadership decision-making
Requirements
What you’ll need- 5+ years of progressively responsible experience in sales operations, financial analysis, business analytics, or a related discipline supporting sales, finance, or commercial decisions
- Bachelor’s degree in finance, business, data analytics, or a related field, or equivalent relevant experience
- Experience establishing and reporting managed services or subscription metrics, including NRR, GRR, churn, logo retention, customer-level analysis, and FinOps
- Ability to analyze complex cost-to-serve, revenue, margin, and scenario models
- Advanced Excel skills, including Power Query, VBA, or comparable automation methods
- Ability to build repeatable dashboards and exception reports
- Advanced proficiency with Excel and working proficiency with SQL and Power BI or Tableau
- Strong experience with Salesforce, Microsoft Dynamics CRM, or another enterprise CRM, including data reviews, validation rules, cleansing, and forecast-integrity practices
- Ability to translate financial and sales data into concise recommendations and presentations for senior leaders
- Ability to influence stakeholders without direct authority
Benefits
Comp & perks- Medical benefits
- Financial benefits
- 401(k) eligibility
- Employee stock purchase program
- Paid time off, including vacation, sick time, and personal leave
- Discretionary bonuses
- Commission may be included in the compensation structure
- Reasonable accommodations in accordance with relevant laws
- Work/life balance supporting employees’ varying needs