Lead Sales Strategy & Planning Analyst

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.

About the team

The Partner Ecosystem and Strategic Engagement organization uses data, reporting, and business insights to support partner performance and strategic growth. The Analytics & Insights function provides reliable reporting, analytical visibility, and decision support for business leaders.

You’ll partner closely with the Senior Business Program Manager and Strategic Engagement leadership. This role owns the analytical products, reporting, and evidence, while the Senior Business Program Manager owns business cadence, resulting actions, and cross-functional accountability.

About the role

As an Analytics & Insights professional, you’ll build the trusted analytical foundation for Partner Ecosystem and Strategic Engagement. You’ll develop recurring performance reporting, analyze pipeline and forecast data, identify trends and exceptions, and translate complex information into clear findings that support business decisions.

Your work will help leaders understand performance, investigate risks and opportunities, and make decisions using consistent, well-documented data.

Key responsibilities:

• Analyze pipeline, bookings, forecasts, activity, and agreed-upon business metrics.

• Identify trends, variances, anomalies, and performance patterns.

• Develop segment, partner, account, territory, and comparative analyses.

• Build and maintain recurring dashboards, scorecards, and performance views.

• Create repeatable weekly, monthly, and executive reporting outputs.

• Translate business requirements into clear analytical products and reporting specifications.

• Analyze pipeline composition, movement, coverage, and forecast signals.

• Surface material variances, risks, and areas requiring further business investigation.

• Provide analytical inputs for forecast and performance discussions without owning business commitments.

• Conduct whitespace, account-targeting, territory, and coverage analyses.

• Identify patterns that may represent growth opportunities, performance gaps, or resource needs.

• Support scenario modeling and strategic planning with fact-based analysis.

• Monitor data consistency, tagging, and reporting inputs.

• Document key performance indicator (KPI) logic, metric definitions, assumptions, and source lineage.

• Own reporting quality assurance and identify data-quality conditions that could affect decision-making.

• Produce Partner Ecosystem and Strategic Engagement dashboards, pipeline and forecast views, partner creation and co-sell measurement, trend and exception analyses, and executive analytical exhibits.

• Provide ad hoc strategic analysis and decision support as needed.

How success is measured:

• Leaders have reliable, consistent, and timely analytical visibility.

• Metric definitions, assumptions, and reporting logic are documented and understood.

• Recurring reporting becomes increasingly repeatable and less manually intensive.

• Analytics surfaces meaningful trends, exceptions, risks, and opportunities.

• Business leaders can trace findings to trusted data and use them to make decisions.

About you

You’re an analytical and detail-oriented professional who can turn complex business data into clear, useful insights. You bring strong reporting and dashboard skills, structured problem-solving abilities, and the communication skills needed to explain findings to business and executive audiences.

Preferred Qualifications

• Experience in business analytics, sales operations analytics, GTM analytics, or a related discipline.

• Strong skills in data interpretation, dashboard design, reporting, and analytical storytelling.

• Experience working with CRM, forecasting, BI, or business-performance data.

• Ability to explain analytical findings clearly to business and executive audiences.

• Strong attention to detail, data-quality discipline, and structured problem solving.

Role Boundaries

This role owns This role does not own

Data extraction, preparation, and analytical modeling Partner operating cadence and meeting ownership

Dashboards, scorecards, recurring reporting, and QA Chasing business owners for corrective action

Trend, variance, forecast, and whitespace analysis Ownership of business commitments or performance outcomes

Metric logic and reporting documentation Final executive prioritization and escalation decisions

Fact-based analytical findings and decision support Cross-functional program-management accountability

Role Charter

Build the trusted analytical foundation for Partner and Strategic Engagement, translating business data into reliable reporting, meaningful insights, and decision-support intelligence.

Company Overview:

UKG is the Workforce Operating Platform with unified HR, payroll, and workforce management, built to solve the unique challenges of frontline work. Powered by people-first AI and decades of labor data, UKG turns workforce intelligence into real-time decisions around staffing, pay, compliance, and productivity, enabling every worker to confidently take action as work happens. That’s why more than 80,000 organizations worldwide trust UKG to run their workforce — not just manage it. Learn more at ukg.com.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

View The EEO Know Your Rights poster (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf)

UKG participates in E-Verify. View the E-Verify posters here (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf) .

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected]

The pay range for this position is $105,800 to $150,750. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at https://www.ukg.com/about-us/careers/benefits

It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.