Principal, Strategy & Planning Business Advisor

Why UKG:

At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That’s what we do.

We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters—and so do you.

The Global Partner & Ecosystems (GP&E) Business Advisor is a critical, high-impact role responsible for bringing clarity, rigor, and operational discipline to a complex and rapidly evolving business.

This individual will act as the leader for data, reporting, and insights across the GP&E organization, partnering directly with senior leadership to enable effective decision-making, drive accountability, and improve business performance.

This role will work in close partnership with a the Business Advisor manager, the Partner Sales analytics team and peer Business Advisors to stabilize the foundation for how the business is measured and run as well as translate a highly complex ecosystem spanning four partner motions, multiple partner types, and several other business dimensions into clear, accurate, and actionable insights.

• Establish and run core operating cadences, including weekly forecast and pipeline reviews, performance tracking (actuals and pipeline vs. targets), Quarterly Business Reviews (QBRs)
• Deliver clear visibility into pipeline health and progression and risks, gaps, and opportunities

• Translate complex, multi-dimensional data into clear, executive-ready insights and recommendations
• Proactively identify performance trends, risks, and growth opportunities
• Support senior leadership with ad hoc analysis, strategic deep dives, board and executive-level materials
• Serve as a trusted thought partner to partner organization leaders

• Own gathering and refining business requirements for reporting and visualization for partner team and partners
• Partner with technical team to build and enhance dashboards, improve usability and adoption, and scale reporting capabilities in connection with broader UKG methods and practices

• Help define/refine KPIs and establish accurate baselines (and sensitivity analysis) for target setting
• Advocate for partner lens in broader UKG data framework settings (e.g., Salesforce, Clari, corporate QBRs, etc.)
• Operate effectively in a non-linear transformation environment, balancing immediate needs with long-term improvements

• Partner closely with senior leaders across the partner organization
• Align with GTM Operations, Finance, and Sales teams to ensure consistency and integration
• Manage competing priorities and stakeholder expectations in a fast-paced, high-demand environment

• Leadership has clear, accurate, and trusted visibility into business performance
• Pipeline, forecast, and partner contribution are well understood and actionable
• Reporting is consistent, scalable, and aligned to how the business operates
• Data quality issues are actively managed and improving over time
• The organization runs with greater rigor, accountability, and confidence

• 8+ years of experience in Sales Operations, Partner Sales Operations, Business Analytics, Sales Finance, or related GTM strategy role in a SaaS company with an understanding of the sales cycle, buying channels, forecast methodologies, and pipeline metrics
• Strong ownership mentality and reliability: takes accountability for outcomes and follows through
• Uncompromising standards for accuracy and quality
• Exceptional attention to detail across a broad and complex surface area
• Ability to rapidly context-switch across multiple priorities and problem spaces
• Proactive, solutions-oriented, “can do” mindset
• Passion…