Data Analyst (Professional Services)

Data Analyst:

We are seeking a highly analytical, detail-oriented Data Analyst to support our growing Professional Services organization within a high-growth SaaS software company. This role will play a critical part in driving business insights and improving decision-making by partnering closely with the SVP of Professional Services, FP&A, and cross-functional teams. The Data Analyst will work across a variety of data sources including Salesforce, financial systems, and operational platforms to deliver actionable analysis, develop and refine forecasts, and uncover trends that inform strategic initiatives.

What You'll do:

• Analyze large datasets from Salesforce, financial systems (e.g., NetSuite, SAP, etc.), and operational tools to provide meaningful insights on business performance, customer engagement, resource utilization, project delivery, and financial health.
• Support forecasting and planning cycles by leveraging historical data trends, pipeline analysis, backlog, and bookings data.
• Design and maintain dashboards and reports that clearly articulate key business metrics (e.g., utilization, realization, revenue, margin, capacity planning).
• Partner with the FP&A team to ensure alignment on forecast methodologies, assumptions, and business drivers.
• Build models that help improve forecast accuracy, resource planning, and scenario analysis.
• Proactively identify areas of variance between forecast and actuals, analyze root causes, and recommend corrective actions.
• Collaborate with internal stakeholders to improve data integrity across Salesforce and other systems of record.
• Assist in defining operational KPIs, benchmarks, and best practices to improve service delivery and operational efficiency.
• Recommend and implement process improvements to streamline data collection, reporting, and analysis.
• Serve as a key liaison between Professional Services, FP&A, Sales Operations, and Business Systems teams.
• Translate business questions into structured analytical projects and deliver concise, data-driven recommendations.
• Assist in the development of business cases, board reporting, and strategic planning presentations.

What You'll Bring

• Bachelor’s degree in Business Analytics, Finance, Economics, Statistics, Computer Science, or a related field (Master’s degree a plus).
• 3+ years of experience in a data analyst, business analyst, or operations analyst role, ideally within a SaaS or professional services environment.
• Proficient in Salesforce reporting & data extraction, as well as experience working with financial data and ERP systems.
• Strong hands-on experience with data analysis tools such as Excel, SQL, Tableau, Power BI, or similar platforms.
• Solid understanding of forecasting techniques, business modeling, and data storytelling.
• Strong business acumen and comfort working with senior executives and cross-functional stakeholders.
• Excellent communication skills, with the ability to present complex data in a clear and concise manner.
• Self-starter with a high attention to detail and a passion for solving problems with data.
• Experience with Professional Services Automation (PSA) tools (e.g., Planview, Mavenlink, FinancialForce, Kantata, or similar).
• Experience integrating and automating data pipelines between systems.
• Familiarity with SaaS financial metrics (e.g., ARR, churn, CAC, TTV, TTL, etc.).

The base salary for this position is $60,000.00 - $70,000.00. Compensation may vary depending on several factors, including a candidate’s qualifications, skills, experience, competencies, and geographic location. Some roles may qualify for extra incentives like equity, commissions, or other variable performance-related bonuses. Our Talent Acquisition team will provide further details during the interview process.