Principal Sales Marketing, Strategy & Planning Business Advisor

About the role

This Sales Marketing Business Advisor role directly supports UKG's Marketing team as part of the GTM Strategy & Planning team. Act as the pipeline strategist and attribution governance owner, serving as a trusted growth advisor to Sales Marketing leadership. This role will partner with the Business Advisor manager, a Marketing analytics team, and peer BAs to identify trends, provide insights to VPs+ and collaborate across Sales teams to drive business impact and revenue growth.

The position involves complex analysis of business goals, financial data, and key metrics to optimize resources and support strategic initiatives.

• Serve as a strategic advisor, influencing marketing and business development program structure and execution, to increase marketing’s impact on revenue and growth.
• Prepare marketing pipeline analysis, including insights, trends and opportunities, for weekly executive review.
• Define, report on, and evaluate Sales Marketing business performance & pipeline contribution through the utilization of  (SFDC), Clari, and Power
  
  BI dashboards; to include event ROI, campaign performance, pipeline demand generation, lead conversion, & close rates.
• Co‑develop dashboards and reports required to monitor funnel mechanics and performance.
• Provide insights on pipeline velocity by segment from MCL to MQL to S0 to S1 to Closed Won.
• Partner with Marketing, Sales, and Finance to align campaign planning & assess the ROI of marketing program mix and results.
• Identify underperforming campaigns and recommend optimization strategies. Analyze channel mix effectiveness (events, digital, partner, ABM, etc.).
• Identify whitespace accounts for targeted demand generation; provide thoughtful data‑based insights to leaders.
• Ensure campaign‑to‑opportunity attribution integrity in SFDC.
• Track monthly and quarterly progress to marketing goals, influencing program mix and execution to drive measurable results.
• Assist in the preparation of the Quarterly Business Review/Outlook package; to include gathering and analyzing commentary to build actionable insights and trends.
• Contribute to the preparation of Leadership presentations and coordinate input from other functional area leaders.
• Ultimately serve as the trusted advisor and go‑to resource for the Sales Marketing leadership team for our Sales tools, data & insights, strategic planning, and supporting Sales growth initiatives.

• 5+ years of experience in Sales Marketing Operations, Marketing Analytics, or related GTM strategy role in a SaaS company with an understanding of marketing channels, campaigns, pipeline metrics, and the sales cycle.
• Strong understanding of pipeline management, stage progression, funnel conversion metrics, and forecast methodology.
• Excellent judgment, interpersonal, communication skills, and follow‑through.
• Excellent written and verbal communication, with active listening and summarization skills.
• 5+ years' experience and highly skilled in Excel, Power
  
  BI, Microsoft suite, and  (SFDC) and data structures (opportunities, campaigns, attribution, forecasting).
• Experience analyzing campaign performance, event ROI, and demand generation contribution to revenue.
• Proven ability to translate complex data into executive‑ready insights and actionable recommendations.
• Highly self‑motivated, analytical with demonstrated problem solving, and have sound business decision‑making skills in a fast‑paced environment.
• Proven ability to build credibility, trust, and rapport with stakeholders at all levels.

• Bachelor’s degree in business administration, Marketing, Finance, Data Analytics, or a related field.
• Proficient in slideware creation in PowerPoint and presenting at an executive level.
• Excellent analytical and problem‑solving skills.
• Familiarity and prior usage of Clari, MEDDPPIC, Gainsight, and Power
  
  BI.
• Ability to proactively influence, advise, and collaborate with teams.
• Ability to work in a remote team environment and cross‑functionally.
• Passion to grow their role and desire to be a trusted business advisor to field leadership.

Less than 25% Travel.

The pay range for this position is…