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Business Analyst (San Francisco) at KellyMitchell Group
KellyMitchell Group
San Francisco, CA
Finance
Posted 3 days ago
Job Description
Job Summary:Our client is seeking a Business Analyst to join their team! This position is located in San Francisco, CA or Seattle, WA. Duties:Vet and prioritize CMO meeting requests from field and customersManage intake from our CRM system, email, and Slack channelsSupport FY27 CMO customer engagement strategy, helping to create process and structure, as well as Office of CMO initiativesManage the full operational lifecycle for customer engagements: vetting and coordinating customer engagements; obtaining meeting approvals; preparing briefing documents; as well as run the debriefing and follow-up processCoordinate with internal stakeholders to align on invite lists, meeting agendas, logistical details, and seating chartsManage shared systems: maintain prep doc folders, event templates, media archives, CMO customer engagement calendarDraft customer-facing follow-up communications and action items post-meeting or eventTrack sales and marketing metrics to determine strategy for meetings and eventsMaintain and manage Tableau dashboards and internal reportsDesired Skills/Experience:Highly creative and comfortable working in ambiguous, fast-moving environments with tight deadlinesDemonstrates a strong growth mindset with curiosity, adaptability, and a collaborative, team-oriented approachProven program management experience with the ability to drive initiatives end-to-endA natural self-starter who can balance big-picture thinking with meticulous attention to detailExperience in sales strategy and programs is a strong plusStrategic thinker capable of connecting ideas, teams, and stakeholders to move initiatives forwardExceptional verbal and written communication skills, including the ability to craft and deliver executive-level communicationsExperience supporting executive engagement and communicationsBenefits:Medical, Dental, & Vision Insurance PlansEmployee-Owned Profit Sharing (ESOP)401K offeredThe approximate pay range for this position is between $36.60 and $52.29. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
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