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.
Job Tags
Work at office, Local area,