About the role

  • Senior Business Systems Analyst at Trimble managing Kantata PSA platform for global professional services efficiency. Role bridges operations and leadership to enhance revenue forecasting and project management.

Responsibilities

  • Serve as the primary bridge between global professional services operations and executive leadership
  • Transform complex business requirements into automated system workflows that impact revenue recognition and resource forecasting
  • Design and configure scalable Kantata SX workflows that simplify project delivery, resource planning, and client onboarding processes
  • Build and maintain high-visibility dashboards to track Billable vs. Non-Billable utilization across global teams in EMEA, Americas, and O&PS
  • Perform deep-dive margin analysis to identify financial "leakage" and provide actionable recommendations to improve project performance
  • Develop sophisticated resource demand reports that empower Directors of Implementation to make data-driven hiring decisions
  • Lead the migration of manual, "off-system" processes into Kantata to drive global efficiency and eliminate reliance on external trackers

Requirements

  • 5+ years of experience as a Business Analyst
  • At least 3 years of direct experience managing both Salesforce and Kantata (Mavenlink/SX)
  • Strong technical command of Salesforce configuration, including custom objects, flows, and validation rules
  • Proven ability to translate complex technical system constraints into clear, actionable guidance for non-technical stakeholders
  • High proficiency in Excel for data modeling and experience with process mapping tools like Lucidchart or Visio
  • Bonus Points For Experience working within an AECO (Architecture, Engineering, Construction, and Operations) environment
  • Familiarity with BI tools such as Tableau, PowerBI, or Kantata’s native Insights/Looker-based reporting
  • Basic understanding of SaaS accounting principles, including Revenue Recognition, COGS, and WIP.

Benefits

  • Medical
  • Dental
  • Vision
  • Life
  • Disability
  • Time off plans
  • retirement plans
  • Paid Parental Leave
  • Employee Stock Purchase Plan

Job title

Operations Analyst

Job type

Experience level

Mid levelSenior

Salary

$105,600 - $145,200 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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