Beacon Platform is looking for a Strategy & Operations Business Partner, reporting to the Senior Business Partner for Strategy & Analytics.
The Strategy & Operations team at Beacon has 5 key missions:
Strategy - Work with Beacon Heads of Businesses in setting and driving vision, strategy and operational effectiveness
Analysis - Establish goals and metrics and take responsibilities for removing blockers to achieve those goals
Operations - Drive business forward through translating short-term and long-term strategy into actions to ensure scalable growth
Partnership - Help build inclusive culture by partnering with team members to help them thrive and achieve their full potential at Beacon
Alignment - Enable cross-functional communication and projects spanning multiple business units
This role will act as a business partner to the Senior Vice President of Solutions & Delivery to make improvements within the Professional Services organization (supporting our teams that help clients onboard and expand their usage of Beacon). This is simultaneously a strategic and hands-on role, where a self-motivated, detail-oriented critical thinker will drive internal business initiatives, identify opportunities to make our teams more effective, and implement new processes as we grow to scale.
Strategy & Analysis:
• Envision, research and propose business initiatives within post sale client facing teams
• Define and establish appropriate metrics and KPIs for the organization
• Track and monitor PS Revenue and Profitability metrics to help the team achieve their goals
• Facilitate ad-hoc requests and special projects and provide insights to influence outcomes and add value to the different client success teams
Operations:
• Work through data-driven staffing and resource allocation processes to ensure high quality and good outcomes for our clients and ability to meet pipeline demand
• Manage the operations of working with third party consulting firms as resource augmentation for our Professional Services Organization
• Validate and monitor methodology for prioritization of initiatives
• Create and manage a customer satisfaction survey process
• Serve as administrator for the project management software tool
Partnership & Alignment:
• Provide support for business management
• Partner with Finance, Sales, Marketing, and Engineering on projects or other business related matters
• Develop rapport with various team members and become a trusted advisor
• Work with 3rd party consulting firms to augment our resourcing needs
Qualifications
Required:
• 3+ years in the software industry, preferably with SaaS experience and/or 3+ years experience in operations/consulting
• Proven success in running programs and processes that enable organizations to scale quickly and efficiently, leading to improvement in KPIs related to retention, expansion, and customer health
• Deep understanding of service delivery
• Familiarity with Professional Services/Consulting methodologies, metrics and KPIs
• Familiarity/Expertise in Project Management Software
• Strong quantitative skills and ability to analyze financial dataset
• Sound judgment and ability to challenge decisions when necessary
• A self-starter with the ability to independently research and arrive at and deliver conclusions
• Curiosity and desire to research / analyze the competitive landscape of the Financial Platform industry, and its associated ecosystem
• Experience in operations management or management consulting
• Preferred:
• Familiarity/Expertise in Salesforce.com
• Financial technology industry experience
• Understanding of financial products
Expected Salary Range: $125,000 - 150,000
What You’ll Love About Beacon
• Unlimited PTO - This isn’t your typical unlimited PTO plan. All employees take at least 20 days off a year. After that? Take the time off you need to strike the perfect work/life balance for you.
• 401k match
• Charitable donation match
• Access to Udemy - An online learning and teaching marketplace with over 185,000 courses. Learn programming, marketing, data science, or brush up on your public speaking and writing skills.
• Startup Culture - Our employees have a voice and can make a big impact across the organization. A lot of people in large companies don’t feel connected to what they’re doing and feel like they’re put in a box. Here you will have the freedom to be creative and innovative. We’re looking for smart and driven people to help get us to the next level.
Location: New York, NY, United States
Posted: Aug. 15, 2024, 6:26 a.m.
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