Senior Business Analyst
Core
Own weekly and monthly reporting on retention, renewal, expansion, cross-sell, account health and capacity; prepare proactive analyses that flag at-risk accounts, renewal risks and growth opportunities, and recommend next steps.
Role type
Senior Business Analyst (Client Services Operations)
Builds
Monthly business reviews, quarterly reviews, executive meeting materials, and AI-assisted workflows for Client Services
Domain
AdTech / Digital Marketing
Deliverable
dashboards & analysis
Required skills
forecasting, reporting, performance analysis, financial modeling, SQL, BI tools, CRM data management, AI tool usage
Preferred skills
Pipedrive, consulting/advisory background, presenting to senior leadership
Responsibilities
Own weekly and monthly reporting on retention, renewal, expansion, cross-sell, account health and capacity; Prepare proactive analyses that flag at-risk accounts, renewal risks and growth opportunities, and recommend next steps; Prepare analysis and materials for monthly business reviews, quarterly reviews and executive meetings; Support forecasting, annual planning and capacity planning; Handle ad hoc analysis requests from Client Services leadership, Directors and the Account Management team; Keep CRM data accurate and reliable for reporting and forecasting; Find manual, repetitive work and simplify or automate it, including building AI-assisted workflows (e.g., with Claude); Lead selected Client Services operations improvement projects together with the Client Services Enablement Manager.