Business Planning & Operations Partner - 11955

The company makes margins multiply through its community-generated AI and industry-leading total spend management platform for businesses large and small. The company AI is informed by trillions of dollars of direct and indirect spend data across a global network of 10M+ buyers and suppliers. We empower you with the ability to predict, prescribe, and automate smarter, more profitable business decisions to improve operating margins.

Why join the company?

Pioneering Technology: At the company, we're at the forefront of innovation, leveraging the latest technology to empower our customers with greater efficiency and visibility in their spend.

Collaborative Culture: We value collaboration and teamwork, and our culture is driven by transparency, openness, and a shared commitment to excellence.

Global Impact: Join a company where your work has a global, measurable impact on our clients, the business, and each other.

Learn more on Life at the company blog and hear from our employees about their experiences working at the company.

What You’ll Do

• Partner with Support and Education leaders to run their business reviews: prepare thedata, agree the actions, and write their section of the quarterly Health Pack

• Build Support capacity plans with Support leaders, and work with FP&A and HR on Support and Education inputs to the AOP and to capacity and headcount planning

• Analyze Support and Education performance and learning adoption with their teams, and turn the results into recommendations leaders can act on

• Work with Support, Education, and Customer Success teams to define and test the signals that point to customer risk, and feed them into the cross-VS customer health view

• Work with Business Intelligence: say what leaders need to see, validate what gets built, and contribute Support and Education definitions to the KPI dictionary

• Align Support and Education metrics and plans with Professional Services and Customer Success operations so cross-VS views match

• Work with leaders and the Tech Product Manager to write business cases for technology and AI requests, each with a named outcome and measure, and track the results

• Present findings alongside leaders to the CCO team, and mentor less experienced analysts

What You Will Bring to the company

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Bachelor's degree and 8+ years (or a Master's degree and 6+ years) in business planning, operations analytics, customer analytics, or BI in a SaaS or technology company; background in management consulting, corporate strategy, or strategic FP&A looking to move into a business partner role is highly welcome; support, education, or enablement data experience strongly preferred

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Experience building capacity or workforce planning models

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Advanced SQL, strong Excel/Sheets, and a BI tool (Tableau, Looker, or Power BI)

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Skill with scoring, segmentation, and trend analysis, and a track record of getting leaders to act on your analysis

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A collaborative style: you build agreement across teams with different priorities, and you work independently with minimal direction

• Clear communication and presentation skills with directors and senior leaders; uses AI tools such as Claude to automate analysis and reporting, with human review

The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location.

At the company, we are 100% committed to creating and nurturing an environment that supports your physical, mental, and community well-being. We offer a comprehensive suite of benefits designed to help you and your family thrive:

Global Well-Being Perks (For All Employees Globally)

Global Wellness Days: Enjoy two designated, company-wide paid wellness days off each year (typically the first Friday in March and the last Friday in September) so the entire global team can unplug, step away, and recharge together .

Birthday Time-Off: Celebrate your day! The company provides a paid day off on your birthday or another day of your choice within your birthday month .

Volunteer Time Off (VTO): Giving back is in our DNA. We offer 40 hours of paid VTO annually to support the community initiatives and volunteer programs you are passionate about .

Employee Assistance Program (EAP): Access free, confidential, 24/7/365 counseling and resources for emotional support, work-life solutions, financial advice, legal guidance, and support for new parents .

Business Travel Protection: Travel with peace of mind. Zurich Travel Assist provides medical, safety, pre-trip planning, and emergency support during any business travel .

Referral Bonus Program: Share the the company experience! Receive generous monetary referral bonuses when you successfully refer talented friends or acquaintances who are hired into open roles .

Please note: In addition to these global well-being perks, the company offers highly competitive, location-specific benefits packages (which include comprehensive medical/dental insurance, retirement/pension plans, and life or accident protection) tailored to your primary work location. Your recruiter will walk you through the specific regional benefits package for this role during the interview process.

The company complies with relevant laws and regulations regarding equal opportunity and offers a welcoming and inclusive work environment. Decisions related to hiring, compensation, training, or evaluating performance are made fairly, and we provide equal employment opportunities to all qualified candidates and employees.

Please be advised that inquiries or resumes from recruiters will not be accepted.

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