Solutions Analyst IV leading project delivery for Personal & Commercial Banking at TD. Ensuring testing deliverables are met and acting as lead resource in projects.
About the role
- Business Analyst responsible for driving data-informed decision-making and owning commercial analytics. Focusing on automation and AI to improve operational infrastructure.
Responsibilities
- Deliver clean, reliable data and analysis on NRR, GRR, logo retention, expansion and churn, enabling commercial leaders to turn metrics into actionable strategy.
- Partner with Sales, Marketing and Existing Business teams to identify growth levers, segment trends and operational bottlenecks across the customer lifecycle.
- Analyse cohort behaviour, product adoption and revenue drivers, surfacing leading indicators that allow teams to act proactively.
- Translate complex datasets into clear narratives, dashboards and recommendations for senior stakeholders and the board.
- Act as commercial data and systems owner: define data models, governance, definitions and quality standards across Salesforce and associated tools.
- Design scalable workflows, playbooks and operating rhythms that support continuous growth, with an emphasis on automation over manual process.
- Drive Salesforce excellence where needed (structure, hygiene, automation), while recognising that Salesforce is one component of a broader AI‑centred stack.
- Build and maintain executive‑level dashboards (e.g. in QuickSight or similar) that provide real‑time visibility into pipeline health, forecast accuracy and business performance.
- Lead cross‑functional initiatives to improve commercial efficiency, reduce friction and accelerate revenue velocity, using AI and lightweight applications to connect systems.
- Own and evolve the commercial tech stack (Salesforce and other tools), with a growing focus on AI connectivity, automation and “glue” systems that join data and workflows together.
- Use AI coding assistants and Claude to build small internal applications, scripts and dashboards (for example, tools to host and serve dashboards or automate data pipelines).
- Prototype and deploy AI‑enabled workflows for the commercial teams, such as transcript analysis, SDR enablement and campaign insights.
- Ensure seamless data flow between commercial systems, Finance and product/usage data systems.
- Operate as a trusted advisor to the COO, CCO and commercial leadership, providing pragmatic, data‑grounded recommendations.
- Work closely with leaders such as the VP,Sales, VP, Customer and VP,Marketing to understand their questions, then design data and tooling that answers them.
- Support onboarding and enablement of commercial team members on systems, dashboards and AI‑enabled ways of working.
- Build strong cross‑functional relationships, influencing without authority to drive alignment and execution across Commercial, Product, Engineering and Finance.
Requirements
- 3–5 years’ experience in Business Analysis, Data/Commercial Analysis, Product Analytics, Strategy, Operations or Software Engineering, ideally with exposure to commercial or revenue‑facing functions.
- Advanced analytical skills: expert‑level Excel/Google Sheets and strong capability in SQL and/or a BI tool (e.g. QuickSight, Looker, Tableau, Power BI).
- Confident working with APIs, databases and modern data stacks (e.g. PostgreSQL, MongoDB, cloud data stores), and comfortable learning new tools quickly.
- Comfortable working with product usage and adoption data, collaborating with Engineering and Product to analyse behaviour and inform commercial strategy.
- Demonstrable experience using AI tools (e.g. Claude, GitHub Copilot or similar) to accelerate analysis, build small applications or automate workflows.
- Proven ability to design processes, frameworks and documentation that drive operational excellence and can be owned by business teams once implemented.
- Excellent stakeholder management: confident communicating with senior leadership and cross-functional teams
- Structured problem-solver with strong attention to detail and commercial pragmatism
- Background as a junior or mid‑level software developer or data engineer who enjoys business problems more than pure software engineering.
- Experience with AWS QuickSight or similar cloud‑based BI platforms.
- Experience working in legal tech, professional services software or complex B2B sales environments
- Exposure to AI-enabled tools for data analysis, automation or insight generation
- Strong understanding of B2B SaaS business models and key commercial metrics (NRR, GRR, CAC, LTV, pipeline dynamics)
Benefits
- Competitive salary (depending on experience)
- 25 days holiday per year (plus public holidays).
- Early Finish Fridays - on the last Friday of every month, we finish at lunchtime!
- Pension with NEST.
- Personal Learning & Development budget.
- Enhanced parental leave policies so you can spend more time with your family.
- Lots of opportunities for accelerated professional development and career progression.
- Work alongside a supportive and talented team with the opportunity to grow one of the world’s leading LegalTech scale-ups.
- A warm, genuinely collaborative culture and an awesome team; and
- Regular socials.
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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