Principal, Strategy & Planning Business Advisor

Establish and run core operating cadences, including weekly forecast and pipeline reviews, performance tracking (actuals and pipeline vs. targets), Quarterly Business Reviews (QBRs) Deliver clear visibility into pipeline health and progression and risks, gaps, and opportunities Business Insight & Decision Support Translate complex, multi-dimensional data into clear, executive-ready insights and recommendations Proactively identify performance trends, risks, and growth opportunities Support senior leadership with ad hoc analysis, strategic deep dives, board and executive-level materials Serve as a trusted thought partner to partner organization leaders Reporting Infrastructure & Tooling Own gathering and refining business requirements for reporting and visualization for partner team and partners Partner with technical team to build and enhance dashboards, improve usability and adoption, and scale reporting capabilities in connection with broader UKG methods and practices Transformation & Operating Model Maturity Help define/refine KPIs and establish accurate baselines (and sensitivity analysis) for target setting Advocate for partner lens in broader UKG data framework settings (e.g., Salesforce, Clari, corporate QBRs, etc.) Operate effectively in a non-linear transformation environment, balancing immediate needs with long-term improvements 8+ years of experience in Sales Operations, Partner Sales Operations, Business Analytics, Sales Finance, or related GTM strategy role in a SaaS company with an understanding of the sales cycle, buying channels, forecast methodologies, and pipeline metrics Strong ownership mentality and reliability: takes accountability for outcomes and follows through Uncompromising standards for accuracy and quality Exceptional attention to detail across a broad and complex surface area Ability to rapidly context-switch across multiple priorities and problem spaces Proactive, solutions-oriented, "can do" mindset Passion to grow their role and desire to be a trusted business advisor to field leadership Excellent written and verbal communication, with active listening and summarization skills 5+ years and highly skilled in Excel, PowerBI, Microsoft suite, and Salesforce.com (SFDC) including, field facing dashboards, and data analysis Proven ability to translate complex data into executive-ready insights and actionable recommendations Proven ability to build credibility, trust, and rapport with stakeholders at all levels Experience supporting partner / ecosystem / channel organizations Familiarity with Clari, MEDDPPICC, Gainsight, and PowerBI Experience building or scaling reporting frameworks from the ground up Partner closely with senior leaders across the partner organization Align with GTM Operations, Finance, and Sales teams to ensure consistency and integration Manage competing priorities and stakeholder expectations in a fast-paced, high-demand environment What Success Looks Like Leadership has clear, accurate, and trusted visibility into business performance Pipeline, forecast, and partner contribution are well understood and actionable Reporting is consistent, scalable, and aligned to how the business operates Data quality issues are actively managed and improving over time The organization runs with greater rigor, accountability, and confidence