X-BAT FoS Portfolio Analyst & Insights Lead

Shield; San Mateo (CA); On-site; USD 160,000 - 240,000; Full time

Job summary

Shield AI is seeking a Product Portfolio Analyst for the X-BAT FoS to strengthen pipeline integrity and long-range planning. You will own portfolio data in Salesforce, drive data quality, and produce insightful dashboards that inform prioritization and resource decisions across near-term and multi-year horizons.

As part of the X-BAT FoS Product team, you will partner with finance and the broader organization to translate data into actionable recommendations, ensuring a resilient pipeline for the

Qualifications

• Bachelor's degree with 4+ years of relevant experience or Master's degree with 2+ years of relevant experience.
• Experience in business development, capture, sales operations, program management, finance, consulting, or another analytical operating environment.
• Strong analytical and problem-solving skills, including the ability to evaluate incomplete or changing data and develop clear, actionable recommendations.
• Experience using Salesforce to analyze opportunity data, maintain pipeline visibility, develop reports or dashboards, and support business-planning decisions.
• Strong proficiency in Microsoft Excel and PowerPoint, including development of concise analyses, trackers, dashboards, and briefing materials.
• Demonstrated ability to manage data quality, establish reporting standards, and coordinate updates across multiple record owners or stakeholders.
• Experience evaluating opportunities based on timing, value, probability, customer funding, strategic relevance, and expected business impact.
• Experience leading and delivering cross-functional deliverables, decision points, and follow-up actions across multiple concurrent efforts.
• U.S. citizenship required, with the ability to obtain and maintain a security clearance.

Responsibilities

• Maintain an integrated view of the X-BAT FoS opportunity pipeline across near-term, mid-term, and long-range pursuits.
• Analyze opportunities using criteria including timing, estimated value, probability of win, market attractiveness, strategic relevance, expected revenue contribution, and resourcing requirements.
• Partner with the X-BAT FoS Capture Organization to identify priority opportunities, inform portfolio trade-space decisions, and recommend actions to strengthen the pipeline.
• Track changes in opportunity value, timing, stage progression, probability of win, customer funding, and other factors that affect forecast confidence.
• Identify pipeline gaps, timing shortfalls, concentration risks, single-point dependencies, and opportunities that lack sufficient capture activity or next steps.
• Recommend actions to create pipeline resilience, including alternate pursuits, adjacent customers, related mission areas, acquisition pathways, partner opportunities, and additional sources of demand.
• Maintain a forward-looking view of the X-BAT FoS opportunity space across a multi-year horizon and help identify and track actions needed to mature early opportunities into successful capture efforts.

Skills

Salesforce

Excel

PowerPoint

Data analysis

Cross-functional collaboration

Finance partnering

Problem solving

Education

Bachelor's degree

Master's degree

Tools

Salesforce reports

CRM dashboards

Job description

Shield AI is seeking a Product Portfolio Analyst for the X-BAT FoS to strengthen pipeline integrity and long-range planning. You will own portfolio data in Salesforce, drive data quality, and produce insightful dashboards that inform prioritization and resource decisions across near-term and multi-year horizons.

As part of the X-BAT FoS Product team, you will partner with finance and the broader organization to translate data into actionable recommendations, ensuring a resilient pipeline for the