CareerPlan

Business Planning & Operations Partner - 11955

Texas, United StatesFull-time2026-10-29 → 2026-11-12

Core

Partner with Support and Education leaders to run business reviews, build capacity plans, analyze performance, and align metrics across teams to improve operating margins.

Role type

Senior Business Planning & Operations Partner

Builds

Support and Education capacity plans, business cases for technology/AI requests, and cross-functional health views

Domain

SaaS / Technology / Spend Management

Deliverable

dashboards & analysis

Required skills

Business planning, operations analytics, capacity planning, SQL, Excel/Sheets, BI tools (Tableau/Looker/Power BI), scoring and segmentation, trend analysis

Preferred skills

Management consulting background, corporate strategy, strategic FP&A, support/education data experience

Responsibilities

Run business reviews and prepare quarterly Health Packs, build capacity and headcount plans, analyze performance and learning adoption, define customer risk signals, align metrics with Professional Services and Customer Success, write business cases for tech/AI requests, present findings to CCO team

Seniority

Senior, hands-on IC