Business Analyst

• 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

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