[Hiring] Lead Sales Strategy & Planning Analyst @UKG

Role Description

As an Analytics & Insights professional, you’ll build the trusted analytical foundation for Partner Ecosystem and Strategic Engagement. You’ll develop recurring performance reporting, analyze pipeline and forecast data, identify trends and exceptions, and translate complex information into clear findings that support business decisions.

Your work will help leaders understand performance, investigate risks and opportunities, and make decisions using consistent, well-documented data.

Key responsibilities:

• Analyze pipeline, bookings, forecasts, activity, and agreed-upon business metrics.
• Identify trends, variances, anomalies, and performance patterns.
• Develop segment, partner, account, territory, and comparative analyses.
• Build and maintain recurring dashboards, scorecards, and performance views.
• Create repeatable weekly, monthly, and executive reporting outputs.
• Translate business requirements into clear analytical products and reporting specifications.
• Analyze pipeline composition, movement, coverage, and forecast signals.
• Surface material variances, risks, and areas requiring further business investigation.
• Provide analytical inputs for forecast and performance discussions without owning business commitments.
• Conduct whitespace, account-targeting, territory, and coverage analyses.
• Identify patterns that may represent growth opportunities, performance gaps, or resource needs.
• Support scenario modeling and strategic planning with fact-based analysis.
• Monitor data consistency, tagging, and reporting inputs.
• Document key performance indicator (KPI) logic, metric definitions, assumptions, and source lineage.
• Own reporting quality assurance and identify data-quality conditions that could affect decision-making.
• Produce Partner Ecosystem and Strategic Engagement dashboards, pipeline and forecast views, partner creation and co-sell measurement, trend and exception analyses, and executive analytical exhibits.
• Provide ad hoc strategic analysis and decision support as needed.

How success is measured:

• Leaders have reliable, consistent, and timely analytical visibility.
• Metric definitions, assumptions, and reporting logic are documented and understood.
• Recurring reporting becomes increasingly repeatable and less manually intensive.
• Analytics surfaces meaningful trends, exceptions, risks, and opportunities.
• Business leaders can trace findings to trusted data and use them to make decisions.

Qualifications

• Experience in business analytics, sales operations analytics, GTM analytics, or a related discipline.
• Strong skills in data interpretation, dashboard design, reporting, and analytical storytelling.
• Experience working with CRM, forecasting, BI, or business-performance data.
• Ability to explain analytical findings clearly to business and executive audiences.
• Strong attention to detail, data-quality discipline, and structured problem solving.

Requirements

• This role owns data extraction, preparation, and analytical modeling.
• This role owns dashboards, scorecards, recurring reporting, and QA.
• This role owns trend, variance, forecast, and whitespace analysis.
• This role owns metric logic and reporting documentation.
• This role owns fact-based analytical findings and decision support.

• This role does not own partner operating cadence and meeting ownership.
• This role does not own chasing business owners for corrective action.
• This role does not own ownership of business commitments or performance outcomes.
• This role does not own final executive prioritization and escalation decisions.
• This role does not own cross-functional program-management accountability.

Role Charter

Build the trusted analytical foundation for Partner and Strategic Engagement, translating business data into reliable reporting, meaningful insights, and decision-support intelligence.

Company Description

UKG is the Workforce Operating Platform with unified HR, payroll, and workforce management, built to solve the unique challenges of frontline work. Powered by people-first AI and decades of labor data, UKG turns workforce intelligence into real-time decisions around staffing, pay, compliance, and productivity, enabling every worker to confidently take action as work happens. That’s why more than 80,000 organizations worldwide trust UKG to run their workforce — not just manage it.