Principal Sales Strategy & Planning Analyst

Customer Value Advisory Business Analyst

At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work mattersand so do you.

Job Description :

The Customer Value Advisory Business Analyst role supports UKG's CVA, Strategic Engagement, and Presales organization as part of the GTM Strategy & Planning team. This Principal role will partner with Sales by analyzing data, identifying trends, and collaborating across departments to drive business impact and revenue growth. The CVA team is a strategic partner to the Sales organization, working with senior executives to build compelling business cases, quantify the return on investment of UKG solutions, and ensure that value is realized post-sale. The position involves complex analysis of business goals, financial data, and key metrics to optimize resources and support strategic initiatives.

Key Responsibilities :

Work directly with Senior Vice President (Customer Value Advisory), Chief of Staff VP of Presales, VP of Strategic Growth, VP of Value & Industry, VP of Competitive & Market Intelligence, and Finance to analyze adoption trends and customer data to identify risks, opportunities, and areas for improvement

Work with the GTM Advanced Analytics team and Finance to develop tools, dashboards, and workflows to improve efficiency and visibility

Partner with members of the GTM function to provide program support for growth initiatives (i.e. Sales Plays, pipeline hygiene)

Track and report on key metrics supporting forecast and pipeline health and business growth

Collaborate with cross-functional teams to streamline and enhance current Customer Value Advisory programs

Communicate Customer Value Advisory insights and findings to key stakeholders and leadership

Serve as the trusted advisor and go-to-resource for the Customer Value Advisory team for any questions relating to Salesforce, sales tools, and / or general ad-hoc requests

Support Quarterly Business Review preparation and slideware, gather and analyze commentary to build actionable insights and trends

Required Qualifications :

5+ years supporting VP+ level Sales Leaders in a SaaS company with a deep understanding of the sales cycle and pipeline metrics

5+ Years experience working with the GTM Advanced Analytics team and Finance to develop tools, dashboards, and workflows to improve efficiency and visibility

Passion to grow their role and desire to be a trusted business advisor to field leadership

Excellent judgment, interpersonal, communication skills, and follow-through

Excellent written and verbal communication, with active listening and summarization skills

Highly skilled in Excel, Power BI, and Salesforce.com

Highly self-motivated, analytical with demonstrated problem solving, and have sound business decision making skills in a fast-paced environment

Preferred Qualifications :

Bachelor's degree in business administration, Finance, Data Analytics, or a related field

Proficient in slideware creation in PowerPoint and presenting at an executive level

Excellent analytical and problem-solving skills

Ability to proactively influence, advise, and collaborate with teams

Ability to work in a remote team environment and cross-functionally

Ability to build credibility, trust, and rapport with stakeholders at all levels

Travel Requirements :

Less than 25% Travel

What We Value :

Be Unreasonably Passionate.

Be Humble.

Stay Curious.

Lead with Solutions.

Own the Result.

Do More.

Company Overview :

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry because great organizations know their workforce is their competitive edge. Learn more at ukg.com.