Principal Sales Strategy & Planning Analyst

Why UKG: At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. Thatu2019s what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, youu2019ll get flexibility thatu2019s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work mattersu2014and so do you. Job Description: The Customer Value Advisory Business Analyst role supports UKG's CVA, Strategic Engagement, and Presales organization as part of the GTM Strategy & Planning team. This Principal role will partner with Sales by analyzing data, identifying trends, and collaborating across departments to drive business impact and revenue growth. The CVA team is a strategic partner to the Sales organization, working with senior executives to build compelling business cases, quantify the return on investment of UKG solutions, and ensure that value is realized post-sale. The position involves complex analysis of business goals, financial data, and key metrics to optimize resources and support strategic initiatives. Key Responsibilities: u2022 Work directly with Senior Vice President (Customer Value Advisory), Chief of Staff VP of Presales, VP of Strategic Growth, VP of Value & Industry, VP of Competitive & Market Intelligence, and Finance to analyze adoption trends and customer data to identify risks, opportunities, and areas for improvement u2022 Work with the GTM Advanced Analytics team and Finance to develop tools, dashboards, and workflows to improve efficiency and visibility u2022 Partner with members of the GTM function to provide program support for growth initiatives (i.e. Sales Plays, pipeline hygiene) u2022 Track and report on key metrics supporting forecast and pipeline health and business growth u2022 Collaborate with cross-functional teams to streamline and enhance current Customer Value Advisory programs u2022 Communicate Customer Value Advisory insights and findings to key stakeholders and leadership u2022 Serve as the trusted advisor and go-to-resource for the Customer Value Advisory team for any questions relating to Salesforce, sales tools, and/or general ad-hoc requests u2022 Support Quarterly Business Review preparation and slideware, gather and analyze commentary to build actionable insights and trends Required Qualifications: u2022 5+ years supporting VP+ level Sales Leaders in a SaaS company with a deep understanding of the sales cycle and pipeline metrics u2022 5+ Years experience working with the GTM Advanced Analytics team and Finance to develop tools, dashboards, and workflows to improve efficiency and visibility u2022 Passion to grow their role and desire to be a trusted business advisor to field leadership u2022 Excellent judgment, interpersonal, communication skills, and follow-through u2022 Excellent written and verbal communication, with active listening and summarization skills u2022 Highly skilled in Excel, Power BI, and u2022 Highly self-motivated, analytical with demonstrated problem solving, and have sound business decision making skills in a fast-paced environment Preferred Qualifications: u2022 Bacheloru2019s degree in business administration, Finance, Data Analytics, or a related field u2022 Proficient in slideware creation in PowerPoint and presenting at an executive level u2022 Excellent analytical and problem-solving skills u2022 Ability to proactively influence, advise, and collaborate with teams u2022 Ability to work in a remote team environment and cross-functionally u2022 Ability to build credibility, trust, and rapport with stakeholders at all levels Travel Requirements: u2022 Less than 25% Travel What We Value: u2022 Be Unreasonably Passionate. u2022 Be Humble. u2022 Stay Curious. u2022 Lead with Solutions. u2022 Own the Result. u2022 Do More. Company Overview: UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry u2014 because great organizations know their workforce is their competitive edge. Learn more at . Equal Opportunity Employer UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories. View The EEO Know Your Rights poster ( UKG participates in E-Verify. View the E-Verify posters here (. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Disability Accommodation in the Application and Interview Process For individuals with disabilities that need additional assistance at any point in the application and interview process, please email . The pay range for this position is $129,500.00 to $186,100.00, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKGu2019s comprehensive benefits can be reviewed on our careers site at is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.

Created: 2025-11-05