Job Description

Job Description

Job Summary:

Our client is seeking a Business Analyst to join their team! This position is located in San Francisco, CA or Seattle, WA.

Duties:

• Vet and prioritize CMO meeting requests from field and customers
• Manage intake from our CRM system, email, and Slack channels
• Support FY27 CMO customer engagement strategy, helping to create process and structure, as well as Office of CMO initiatives
• Manage the full operational lifecycle for customer engagements: vetting and coordinating customer engagements; obtaining meeting approvals; preparing briefing documents; as well as run the debriefing and follow-up process
• Coordinate with internal stakeholders to align on invite lists, meeting agendas, logistical details, and seating charts
• Manage shared systems: maintain prep doc folders, event templates, media archives, CMO customer engagement calendar
• Draft customer-facing follow-up communications and action items post-meeting or event
• Track sales and marketing metrics to determine strategy for meetings and events
• Maintain and manage Tableau dashboards and internal reports

Desired Skills/Experience:

• Highly creative and comfortable working in ambiguous, fast-moving environments with tight deadlines
• Demonstrates a strong growth mindset with curiosity, adaptability, and a collaborative, team-oriented approach
• Proven program management experience with the ability to drive initiatives end-to-end
• A natural self-starter who can balance big-picture thinking with meticulous attention to detail
• Experience in sales strategy and programs is a strong plus
• Strategic thinker capable of connecting ideas, teams, and stakeholders to move initiatives forward
• Exceptional verbal and written communication skills, including the ability to craft and deliver executive-level communications
• Experience supporting executive engagement and communications

Benefits:

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

The approximate pay range for this position is between $36.60 and $52.29 . Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

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