Senior Business Analyst, Professional Services (Req #1417)

ePlus Technology, inc.; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) eligible

Employee stock purchase plan

Paid time off

Job summary

ePlus Technology, inc. seeks a Senior Business Analyst to deliver senior-level analytical support across the commercial lifecycle for our technology services portfolio, including professional, managed, security, and related services.

You will develop scalable reporting and analytical models to clarify deal objectives, strengthen recurring revenue and profitability, and provide end-to-end visibility across the services lifecycle.

Qualifications

• 5+ years of progressively responsible experience in sales operations, financial analysis, business analytics, or a related discipline supporting sales, finance, or commercial decisions.
• Bachelor’s degree in finance, business, data analytics, or a related field, or equivalent relevant experience.
• Experience establishing and reporting managed services or subscription metrics, including NRR, GRR, churn, logo retention, customer-level analysis, and FinOps.
• Demonstrated ability to analyze complex cost-to-serve, revenue, margin, and scenario models.
• Advanced Excel skills, including experience with Power Query, VBA, or comparable automation methods; ability to build repeatable dashboards and exception reports.
• Advanced proficiency with Excel and working proficiency with SQL and Power BI or Tableau.
• Strong experience with Salesforce, Microsoft Dynamics CRM, or another enterprise CRM, including data reviews, validation rules, cleansing, and forecast-integrity practices.
• Demonstrated ability to translate financial and sales data into concise recommendations and presentations for senior leaders and to influence stakeholders without direct authority.

Responsibilities

• Gather requirements, define metrics, map processes, and translate business needs into reporting solutions.
• Present performance trends, risks, and recommendations to senior leadership.
• Evaluate pricing, costs, margins, contract value, licensing, and deal profitability with the deal desk.
• Analyze end-to-end services performance, identifying handoff gaps, risks, and improvement opportunities.
• Build capacity models to align skills and labor supply with backlog, demand forecasts, and resource needs.
• Develop reporting for NRR, GRR, churn, logo retention, customer performance, and FinOps metrics.
• Align services, financial, and sales data to support integrated analysis and business decisions.
• Forecast bookings, backlog, revenue, and margin; identify risks impacting revenue realization.
• Deliver analytics for complex opportunities, including security services and procurement-to-implementation engagements.
• Develop renewal and consumption models that drive actionable business recommendations.
• Create executive dashboards and automate reporting using Power BI, Tableau, SQL, Excel, and related tools.
• Improve data quality, validation, forecasting accuracy, and reporting integrity within Microsoft Dynamics CRM.
• Collaborate with sales, finance, delivery, procurement, legal, and leadership on commercial and operational initiatives.
• Build and maintain standardized metrics, models, and analytical frameworks.
• Connect prospect and opportunity insights to delivery, renewal, and leadership decision-making.

Skills

Advanced Excel

Executive communication

Financial analysis

Forecasting

Education

Bachelor's degree in finance, business, data analytics

Tools

Power BI

Tableau

SQL

Salesforce

Microsoft Dynamics CRM

Job description

Overview

The Senior Business Analyst provides senior-level analytical support across the commercial lifecycle for our technology services portfolio, including professional, managed, security, and related services—from prospecting and presales through contracting, implementation, renewals, and ongoing performance management. This role serves as a strategic analytical partner to service leadership, Sales Operations, and other stakeholders. The analyst develops scalable reporting and analytical models that clarify deal objectives, strengthen recurring revenue and profitability, and help leaders make informed business decisions and provides end-to-end visibility across the services lifecycle to improve revenue predictability, backlog, utilization, customer outcomes, and profitability.

Your Impact

The essential functions of this role include but are not limited to the following:

• Business Analysis & Requirements: Gather requirements, define metrics, map processes, and translate business needs into reporting solutions.


• Executive Communication: Present performance trends, risks, and recommendations to senior leadership.


• Business & Deal Analysis: Evaluate pricing, costs, margins, contract value, licensing, and deal profitability with the deal desk.


• Services Lifecycle Performance: Analyze end-to-end services performance, identifying handoff gaps, risks, and improvement opportunities.


• Capacity & Demand Planning: Build capacity models to align skills and labor supply with backlog, demand forecasts, and resource needs.


• Recurring Revenue & Retention: Develop reporting for NRR, GRR, churn, logo retention, customer performance, and FinOps metrics.


• Field Operations & FP&A Partnership: Align services, financial, and sales data to support integrated analysis and business decisions.


• Services Forecasting & Revenue Performance: Forecast bookings, backlog, revenue, and margin; identify risks impacting revenue realization.


• Operational & Presales Analytics: Deliver analytics for complex opportunities, including security services and procurement-to-implementation engagements.


• Renewals & Consumption Insights: Develop renewal and consumption models that drive actionable business recommendations.


• Dashboard Development & Automation: Create executive dashboards and automate reporting using Power BI, Tableau, SQL, Excel, and related tools.


• CRM & Data Quality: Improve data quality, validation, forecasting accuracy, and reporting integrity within Microsoft Dynamics CRM.


• Cross-Functional Partnership: Collaborate with sales, finance, delivery, procurement, legal, and leadership on commercial and operational initiatives.


• Reusable Analytics Library: Build and maintain standardized metrics, models, and analytical frameworks.


• Prospect-Level Collaboration: Connect prospect and opportunity insights to delivery, renewal, and leadership decision-making.

Qualifications

• 5+ years of progressively responsible experience in sales operations, financial analysis, business analytics, or a related discipline supporting sales, finance, or commercial decisions.


• Bachelor’s degree in finance, business, data analytics, or a related field, or equivalent relevant experience.


• Experience establishing and reporting managed services or subscription metrics, including NRR, GRR, churn, logo retention, customer-level analysis, and FinOps.


• Demonstrated ability to analyze complex cost-to-serve, revenue, margin, and scenario models.


• Advanced Excel skills, including experience with Power Query, VBA, or comparable automation methods; ability to build repeatable dashboards and exception reports.


• Advanced proficiency with Excel and working proficiency with SQL and Power BI or Tableau.


• Strong experience with Salesforce, Microsoft Dynamics CRM, or another enterprise CRM, including data reviews, validation rules, cleansing, and forecast-integrity practices.


• Demonstrated ability to translate financial and sales data into concise recommendations and presentations for senior leaders and to influence stakeholders without direct authority.

Positions Specifics

The initial base salary range for this position is expected to be between $90,000 and $120,000 annually. The final base salary offered will be determined by multiple factors, including, but not limited to, job-related knowledge, depth of experience, skills, certifications, and geographic location. In addition to the base salary, our compensation structure may include other components such as commissions and discretionary bonuses.

ePlus offers a full range of medical, financial, and/or other benefits (including 401(k) eligibility, employee stock purchase program and various paid time off benefits, such as vacation, sick time, and personal leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an offer of employment is extended.

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Who We Are

At ePlus, we believe technology is a people business. Our team is passionate, skilled, and driven to deliver solutions that make a real difference. Join us and be part of a culture that values collaboration, innovation, and extraordinary results.

Corporate Values

• Respectful communication and cooperation: We prioritize respectful communication, fostering an environment where everyone is treated with dignity and respect.


• Teamwork and employee participation: Collaboration and teamwork thrive through diverse perspectives, both within our teams and in our interactions with our customers.


• Work/life balance that supports our employees’ varying needs: We value the well‑being of our employees, recognizing that a healthy work‑life balance is pivotal to our collective success.


• Embracing communities: We embrace and support the communities that nurture us. Our employees' dedication to fostering positive change is a source of immense pride for us.

Commitment to Diversity, Inclusion and Belonging

• We are an equal opportunity employer that does not discriminate or allow discrimination based on race, color, religion, sex, sexual orientation, gender identity, age, national origin, citizenship, disability, veteran status, or any other classification protected by federal, state, or local law.


• ePlus is dedicated to fostering, cultivating, and preserving a culture that represents diversity, enables inclusion, and makes our employees feel comfortable bringing their full, unique selves to work.

Physical Requirements

• While performing this role, you will engage in both seated and occasional standing or walking activities. We provide reasonable accommodations, in accordance with relevant laws, to support success in this position.


• By embracing our values, you will contribute to our collective mission of making a positive impact within our organization and the broader community. We understand that this job description serves as a guide and is not an employment contract.

ePlus maintains a California Consumer Privacy Act (CCPA) Privacy Notice on our Trust Center, available here: CCPA Privacy Notice.