Project Budget Analyst

Position Summary

The Project Budget Analyst is responsible for supporting key strategic accounts through data-driven account analysis, strategic planning, and OEM / ODM project leadership. The role combines strategic account insight generation with cross-functional project execution, serving as a bridge between Sales, Product, R&D, Engineering, Supply Chain, and China-based manufacturing partners. This position does not carry a direct sales quota. Instead, it focuses on enabling informed decision-making, aligning customer needs with internal capabilities, and ensuring OEM initiatives are strategically sound, commercially viable, and operationally executable.

The role requires frequent collaboration across time zones, including periodic, non-continuous engagement during China business hours.

• Strategic Account Research & Insights
  • Conduct in-depth research and analysis on target strategic accounts (Key Accounts), including:
    • Company background, financial profile, and market positioning
    • Brand portfolio and broader industry landscape
    • Procurement models, supplier structure, and OEM / ODM history
    • Organizational structure, key stakeholders, and decision-making processes
• Develop structured Account Profiles and Account Maps highlighting opportunity areas, entry paths, competitive positioning, and decision dynamics
• Evaluate each account’s strategic value, revenue potential, and risk profile using data-driven and qualitative analysis
• Synthesize market, customer, and internal data into clear insights to support account prioritization and strategy development
• Strategic Account Planning & Sales Enablement
  • Translate account insights into actionable account strategies and entry plans
  • Provide Sales teams with guidance on:
    • Strategic account prioritization
    • Engagement entry points and relationship-building paths
    • Product and OEM solution alignment
    • Phased development and expansion strategies
  • Participate in internal strategy discussions and Go / No-Go decision-making for major account pursuits
  • Support client-facing discussions by articulating value propositions, strategic positioning, and execution considerations when needed
• OEM / ODM Strategy & Project Scoping
  • Partner with Sales during OEM / ODM discussions to:
    • Clarify customer requirements (features, specifications, cost targets, timelines, compliance)
    • Assess feasibility, commercial viability, and execution risks
  • Translate customer needs into well-defined project scopes, including:
    • High-level product and technical direction
    • Preliminary cost ranges and timeline assumptions
    • Key constraints, dependencies, and risk factors
  • Consolidate inputs from customer feedback, factory technical assessments, internal reviews, and market research to surface key questions and decision points early
  • Collaborate with Product, R&D, Engineering, and Supply Chain teams to develop customer-facing OEM solution frameworks
• OEM Project Management & Cross-Functional Coordination
  • Act as the project owner or core coordinator for OEM / ODM projects during early and/or full project lifecycle
  • Manage multiple projects in parallel, ensuring alignment on scope, cost, timeline, and feasibility
  • Define and track project milestones, deliverables, and dependencies
  • Coordinate cross-functional teams (Sales, R&D, Engineering, Quality, Supply Chain) and China-based manufacturing partners
  • Proactively identify and manage risks related to cost, schedule, technical feasibility, and compliance
  • Provide clear, action-oriented project updates and decision support to stakeholders and management at critical milestones
• Data Analysis, Reporting & Decision Support
  • Conduct OEM / ODM–related data analysis, including:
    • Project tracking and performance reporting
    • Market and competitive analysis (e.g., China and North America markets)
  • Support ETL, data consolidation, and reporting efforts to improve visibility and decision quality
  • Maintain accurate project documentation and analytical outputs to support ongoing and future initiatives
• Knowledge Development & Process Optimization
  • Conduct post-project and post-engagement reviews for strategic accounts and OEM / ODM initiatives
  • Identify recurring risks, best practices, and scalable approaches
  • Contribute…