Lead Sales Strategy & Planning Analyst

Why UKG:

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 matters—and so do you.

We’re looking for an Enterprise Sales Strategy & Planning Business Analyst!

The role of the Sales Business Analyst is crucial in supporting UKG’s Sales teams, existing customer base, and the acquisition of new clients. This position involves conducting moderately complex analyses of business objectives, financial data, and the broader business landscape. Successful candidates must possess deep Sales partnership skills and proficiency in sales tools, as well as the ability to gather, analyze, and interpret a wide range of sales data to enhance sales performance. A thorough understanding of standard sales operations metrics is required, including insights into the sales process, sales cycle, conversion rates, and win rates.

As part of your role, you will have the following key responsibilities:

• Work directly with Group Vice President to support business needs, strategic planning, in a proactive Chief of Staff type of capacity
• Collaborating closely with Sales leaders to build, model & oversee sales territories specific to the Enterprise Retail vertical. This position entails the development of a structured process for handling transitions in account management, with assistance from the Account Governance Team for data-related requirements in Salesforce.
• Conducting weekly forecasting sessions with sales representatives and leaders to identify forecast risk, opportunity, and overall health.
• Serving as a trusted advisor and primary point of contact for the Group Vice President, Sales Vice President, and sales representatives, while addressing inquiries related to Salesforce and sales tools and managing ad-hoc data requests.
• Ensuring the accuracy and integrity of sales and account data within Salesforce and other relevant systems.
• Partner with members of the GTM function to provide program support for growth initiatives (i.e. Sales Plays, pipeline hygiene)
• Providing guidance on best practices for Salesforce and facilitating training sessions for sales partners to promote consistent adoption of Salesforce tools.
• Acting as a direct liaison between the sales and Salesforce systems teams.
• Developing customized reports and dashboards in Clari and SFDC to support sales initiatives. Work with the GTM Advanced Analytics team and Finance to develop tools, dashboards, and workflows to improve efficiency and visibility
• Managing and conducting audits on data, sales roles, users, and sharing rules utilized by the sales department.
• Reviewing closed deals to verify data accuracy and ensure system alignment.
• Offering system enablement and tool administrative support to the sales leadership team as needed.
• Participating in ongoing auditing activities and month-end audits to ensure data accuracy and integrity.
• Support Quarterly Business Review preparation and executive level slideware as needed

Required Qualifications:

• 5+ years supporting VP+ level Sales Leaders in a SaaS company with a deep understanding of the sales cycle, forecasting methodologies, deal qualification and pipeline metrics
• 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, PowerBI, Microsoft suite, and Salesforce.com
• Highly self-motivated, analytical with demonstrated problem solving, and have sound business decision making skills in a fast-paced environment
• Proven ability to build credibility, trust, and rapport with stakeholders at all levels

Preferred Qualifications:

• Experience specifically supporting Enterprise Sales leaders and sellers with an understanding of Enterprise size business nuances and metrics.
• 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
• Familiarity and prior usage of Clari, MEDDPPIC
• Ability to proactively influence, advise, and collaborate with teams
• Experience working in a remote team environment and cross-functionally

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.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

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UKG participates in E-Verify. View the E-Verify posters here.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected].

The pay range for this position is $102,300 to $147,050. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at https://www.ukg.com/about-us/careers/benefits