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Introduction

We are seeking a highly skilled and experienced Senior Operations Analyst to join our Globa Business Operations team at Apptio, an IBM Company. This role is essential in supporting our Professional Services’ global business operations through effective project management, data analysis, and process optimization. The ideal candidate will have extensive knowledge of business applications, a strong ability to troubleshoot and resolve issues, and the capability to work independently on complex tasks while contributing to the overall success of the organization. The role also emphasizes a strong focus on the customer renewals business and offers opportunities to develop global operational processes and build relationships across diverse internal teams, including senior customer success executives and sales operations.

Your role and responsibilities

You are a highly motivated person with a passion for driving business outcomes through data manipulation and analysis, program management and cross-functional teamwork.  You enjoy working independently on data manipulation and analysis projects and are comfortable performing multiple iterations of analysis and presentations, based on input from multiple stakeholders.  You are equally comfortable and effective at leading calls and meetings, with co-workers from various functions and levels and find it easy to establish mutual understanding and credibility.  You are diligent about performing other follow-up activities to drive and track programs, which may be initiated based on your data analysis or other motivators. People who work with you would describe you as detail oriented, strategic, committed and enjoyable to work with.

 

Responsibilities include (but not limited to):

Standard Operating Processes (SOPs):

· Co-own maintenance of specific SOPs, including documentation updates, identifying gaps, and suggesting enhancements with Operations Manager. Ensure the execution of SOPs aligns with business needs.

· Work with cross-functional teams to document process flow used to drive enhancement

Business Applications:

· Possess extensive knowledge of our business applications, enabling you to execute projects effectively, identify system gaps, and propose automation opportunities. 

  • Provide operational support for a variety of initiatives to streamline processes, reduce administration and achieve team/business goals

· Serve as the subject matter expert of business applications, able to identify system gaps for fixes and/or automation

Reporting & Analysis:

· Run out-of-the-box reports, fully understand the concepts behind them, and utilize them to meet defined business needs. Independently troubleshoot and resolve related issues. Provide ad hoc reports and intermediate analysis with minimal guidance.

Financial Tasks:

· Independently perform a variety of financial tasks with accuracy and timeliness, escalating complex issues to the manager as necessary

· Execute the month-end financial close process using defined SOPs

· Coordinate revenue tie off with Accounting to accurately report on revenue

· Document and communicate key driver in the forecast; identify any data gaps impacting forecast accuracy

Data Management:

· Highly proficient in working with large datasets in Excel, with the ability to identify, analyze, and document business requirements. Assess the implications of business needs and pass them to the relevant business owner when appropriate

Project Management:

· Undertake high-quality initiative work as prioritized by the Senior Manager, managing the work effort to achieve desired outcomes within target timelines.

· Documentation:

· Develop and maintain professional and functional documentation related to internal SOPs and enablement, with minimal guidance from teammates.

Required education
High School Diploma/GED
Preferred education
Bachelor's Degree
Required technical and professional expertise


· 4+ years of experience in an operations or business analyst role, preferably in a technology or software environment.

· Strong proficiency in Excel and experience working with large datasets

· Experience working in revenue recognition and forecasting with a strong reporting mentality

· Proven ability to independently manage projects and complex tasks

· Excellent problem-solving skills and the ability to troubleshoot issues with a sense of urgency

· A methodical and organized approach to managing a high-volume workload

· Demonstrated communication skills, both written and verbal, with the ability to interact effectively with various

 stakeholders

Preferred technical and professional experience
  • Prior experience working in SaaS software company in Customer Success or Finance
  • Must be flexible with work hours/availability to work with team members in other time zones
  • Competency in other reporting and data analysis tools such as Tableau, Salesforce.com, databases, statistical packages, etc.
  • Training in/experience with project management methodologies
  • Advanced data analysis and MS Excel skills.  Ability to analyze data and create complex, customized reports and charts in MS Excel and other reporting tools.  MS Excel skills must include the ability to automatically merge multiple data sets, use lookups, familiarity with array formulas, develop and debug complex formulas, apply data validation code and ability to format/organize information in a way that intuitive and understandable to a variety of audiences
  • Bachelor’s degree in Business, Finance, Operations, Math, or a related field.

ABOUT BUSINESS UNIT

IBM Software infuses core business operations with intelligence—from machine learning to generative AI—to help make organizations more responsive, productive, and resilient. IBM Software helps clients put AI into action now to create real value with trust, speed, and confidence across digital labor, IT automation, application modernization, security, and sustainability. Critical to this is the ability to make use of all data, because AI is only as good as the data that fuels it. In most organizations data is spread across multiple clouds, on premises, in private datacenters, and at the edge. IBM’s AI and data platform scales and accelerates the impact of AI with trusted data, and provides leading capabilities to train, tune and deploy AI across business. IBM’s hybrid cloud platform is one of the most comprehensive and consistent approach to development, security, and operations across hybrid environments—a flexible foundation for leveraging data, wherever it resides, to extend AI deep into a business.

YOUR LIFE @ IBM

In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.

Being an IBMer means you’ll be able to learn and develop yourself and your career, you’ll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.

 

Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.

 

Are you ready to be an IBMer?

ABOUT IBM

IBM’s greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.

 

Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we’re also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business. 

 

At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it’s time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.

IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

OTHER RELEVANT JOB DETAILS

IBM offers a competitive and comprehensive benefits program. Eligible employees may have access to:

 

- Healthcare benefits including medical & prescription drug coverage, dental, vision, and mental health & well being

- Financial programs such as 401(k), cash balance pension plan, the IBM Employee Stock Purchase Plan, financial counseling, life insurance, short & long- term disability coverage, and opportunities for performance based salary incentive programs

- Generous paid time off including 12 holidays, minimum 56 hours sick time, 120 hours vacation, 12 weeks parental bonding leave in accordance with IBM Policy, and other Paid Care Leave programs. IBM also offers paid family leave benefits to eligible employees where required by applicable law

- Training and educational resources on our personalized, AI-driven learning platform where IBMers can grow skills and obtain industry-recognized certifications to achieve their career goals

- Diverse and inclusive employee resource groups, giving & volunteer opportunities, and discounts on retail products, services & experiences

 

We consider qualified applicants with criminal histories, consistent with applicable law.

 

This position was posted on the date cited in the key job details section and is anticipated to remain posted for 21 days from this date or less if not needed to fill the role.  

IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.

The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.