Serve as the primary bridge between global professional services operations and executive leadership
Transform complex business requirements into automated system workflows that impact revenue recognition and resource forecasting
Design and configure scalable Kantata SX workflows that simplify project delivery, resource planning, and client onboarding processes
Build and maintain high-visibility dashboards to track Billable vs. Non-Billable utilization across global teams in EMEA, Americas, and O&PS
Perform deep-dive margin analysis to identify financial "leakage" and provide actionable recommendations to improve project performance
Develop sophisticated resource demand reports that empower Directors of Implementation to make data-driven hiring decisions
Lead the migration of manual, "off-system" processes into Kantata to drive global efficiency and eliminate reliance on external trackers

Requirements

5+ years of experience as a Business Analyst
At least 3 years of direct experience managing both Salesforce and Kantata (Mavenlink/SX)
Strong technical command of Salesforce configuration, including custom objects, flows, and validation rules
Proven ability to translate complex technical system constraints into clear, actionable guidance for non-technical stakeholders
High proficiency in Excel for data modeling and experience with process mapping tools like Lucidchart or Visio
Bonus Points For Experience working within an AECO (Architecture, Engineering, Construction, and Operations) environment
Familiarity with BI tools such as Tableau, PowerBI, or Kantata’s native Insights/Looker-based reporting
Basic understanding of SaaS accounting principles, including Revenue Recognition, COGS, and WIP.

Benefits

Medical
Dental
Vision
Life
Disability
Time off plans
retirement plans
Paid Parental Leave
Employee Stock Purchase Plan

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business analysisSalesforce configurationKantata SXdata modelingprocess mappingresource demand reportingmargin analysisworkflow automationExcelfinancial analysis

Soft Skills

communicationleadershipdata-driven decision makingstakeholder managementproblem solvinganalytical thinkingcollaborationadaptabilitycritical thinkingproject management