Professional Services Business Operations & AI Analyst

Job Description

Insight Global is seeking a Professional Services Business Operations & AI Analyst to join a leading security and identity solutions organization. This individual will serve as the primary owner and administrator of a mature Quickbase Professional Services Automation (PSA) environment that supports approximately 350 users globally. The role will focus on maintaining and enhancing existing Quickbase applications, supporting business operations, improving reporting and data quality, and helping drive AI initiatives through Microsoft Copilot Studio.

The ideal candidate combines strong Quickbase administration experience with an understanding of Professional Services operations and business processes. This person must be highly autonomous, capable of translating business requirements into technical solutions, and comfortable working directly with leadership to drive operational improvements. The role offers the opportunity to support enterprise-wide AI innovation initiatives while becoming a long-term strategic partner within the Professional Services organization.

Skills and Requirements

• 3+ years of hands-on Quickbase administration, development, or business application support experience
• 3+ years supporting Professional Services operations, PSA platforms, project operations, resource management, forecasting, backlog management, or delivery operations
• Strong understanding of Quickbase administration including tables, fields, forms, dashboards, relationships, formulas, automations, permissions, and Pipelines
• Experience maintaining and enhancing complex business-critical applications
• Strong Microsoft Excel skills including pivot tables, lookups, reporting, validation, and large data analysis
• Experience creating dashboards, reports, KPIs, scorecards, and operational metrics
• Ability to gather business requirements and independently implement solutions
• Strong communication skills and ability to support business users across multiple teams
• Self-starter mentality with the ability to learn quickly and operate with minimal oversight
• Experience with Microsoft Copilot Studio
• Experience building, supporting, or maintaining AI agents
• Software development background or strong technical aptitude
• Experience with APIs, JSON, integrations, and business process automation
• Experience integrating Quickbase with ERP, CRM, Microsoft 365, Power Platform, or similar enterprise platforms
• Experience supporting digital transformation or AI initiatives
• Bachelor's Degree or equivalent professional experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].