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 deadlinesDemonstrates a strong growth mindset with curiosity, adaptability, and a collaborative, team-oriented approachProven program management experience with the ability to drive initiatives end-to-endA natural self-starter who can balance big-picture thinking with meticulous attention to detailExperience in sales strategy and programs is a strong plusStrategic thinker capable of connecting ideas, teams, and stakeholders to move initiatives forwardExceptional verbal and written communication skills, including the ability to craft and deliver executive-level communicationsExperience supporting executive engagement and communicationsBenefits :
Medical, Dental, & Vision Insurance PlansEmployee-Owned Profit Sharing (ESOP)401K offeredThe 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.