Principal Partner & Channel Sales, Strategy & Planning Business Advisor

About the role

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
  
  What Success Looks Like
  • 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
  Basic Qualifications
  • 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 to grow their role and desire to be a trusted business advisor to field leadership
  • Excellent written and verbal communication, with active listening and summarization skills
  • 5+ years and highly skilled in Excel, Power
    
    BI, Microsoft suite, and  (SFDC) including, field facing dashboards, and data analysis
  • Proven ability to translate complex data into executive‑ready…