Business Planning & Operations Partner
Core
Partner with Support and Education leadership to strengthen business performance, planning, and operational decision-making by translating complex operational data into actionable insights.
Role type
Senior Business Planning & Operations Partner
Builds
Support capacity plans, workforce models, performance analytics, and business cases for technology/AI initiatives
Domain
SaaS / Technology
Deliverable
dashboards & analysis
Required skills
Business planning, Workforce/capacity modeling, Performance analytics, SQL, Excel/Google Sheets, Tableau/Looker/Power BI, Data segmentation, Trend analysis, Stakeholder influence
Preferred skills
Management consulting, Strategic financial planning, Support/Education data experience, AI tool automation
Technologies
SQL, Excel, Google Sheets, Tableau, Looker, Power BI, Claude
Responsibilities
Prepare and facilitate business reviews and quarterly health reports; Build and maintain Support capacity plans aligned with Finance and HR; Analyze performance trends and translate findings into recommendations; Define and refine customer risk indicators; Validate leadership reporting dashboards and KPI definitions; Develop business cases for technology and AI initiatives; Mentor less experienced analysts
Seniority
Senior, hands-on IC with mentorship
