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Principal, Strategy & Planning Business Advisor

May 27, 2026

<div class="container-3Gm1a">Why UKG: At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That’s what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters—and so do you. About the role: The Global Partner & Ecosystems (GP&E) Business Advisor is a critical, high-impact role responsible for bringing clarity, rigor, and operational discipline to a complex and rapidly evolving business. This individual will act as the leader for data, reporting, and insights across the GP&E organization, partnering directly with senior leadership to enable effective decision-making, drive accountability, and improve business performance. This role will work in close partnership with a the Business Advisor manager, the Partner Sales analytics team and peer Business Advisors to stabilize the foundation for how the business is measured and run as well as translate a highly complex ecosystem spanning four partner motions, multiple partner types, and several other business dimensions into clear, accurate, and actionable insights. Run-the-Business Leadership • Establish and run core operating cadences, including weekly forecast and pipeline reviews, performance tracking (actuals and pipeline vs. targets), Quarterly Business Reviews (QBRs) • Deliver clear visibility into pipeline health and progression and risks, gaps, and opportunities Business Insight & Decision Support • Translate complex, multi-dimensional data into clear, executive-ready insights and recommendations • Proactively identify performance trends, risks, and growth opportunities • Support senior leadership with ad hoc analysis, strategic deep dives, board and executive-level materials • Serve as a trusted thought partner to partner organization leaders Reporting Infrastructure & Tooling • Own gathering and refining business requirements for reporting and visualization for partner team and partners • Partner with technical team to build and enhance dashboards, improve usability and adoption, and scale reporting capabilities in connection with broader UKG methods and practices Transformation & Operating Model Maturity • Help define/refine KPIs and establish accurate baselines (and sensitivity analysis) for target setting • Advocate for partner lens in broader UKG data framework settings (e.g., Salesforce, Clari, corporate QBRs, etc.) • Operate effectively in a non-linear transformation environment, balancing immediate needs with long-term improvements Stakeholder Management & Cross-Functional Alignment • Partner closely with senior leaders across the partner organization • Align with GTM Operations, Finance, and Sales teams to ensure consistency and integration • Manage competing priorities and stakeholder expectations in a fast-paced, high-demand environment What Success Looks Like • Leadership has clear, accurate, and trusted visibility into business performance • Pipeline, forecast, and partner contribution are well understood and actionable • Reporting is consistent, scalable, and aligned to how the business operates • Data quality issues are actively managed and improving over time • The organization runs with greater rigor, accountability, and confidence Basic Qualifications • 8+ years of experience in Sales Operations, Partner Sales Operations, Business Analytics, Sales Finance, or related GTM strategy role in a SaaS company with an understanding of the sales cycle, buying channels, forecast methodologies, and pipeline metrics • Strong ownership mentality and reliability: takes accountability for outcomes and follows through • Uncompromising standards for accuracy and quality • Exceptional attention to detail across a broad and complex surface area • Ability to rapidly context-switch across multiple priorities and problem spaces • Proactive, solutions-oriented, “can do” mindset • Passion to grow their role and desire to be a trusted business advisor to field leadership • Excellent written and verbal communication, with active listening and summarization skills • 5+ years and highly skilled in Excel, PowerBI, Microsoft suite, and Salesforce.com (SFDC) including, field facing dashboards, and data analysis • Proven ability to translate complex data into executive-ready insights and actionable recommendations • Proven ability to build credibility, trust, and rapport with stakeholders at all levels Preferred Qualifications • Experience supporting partner / ecosystem / channel organizations • Experience in transformation or scaling environments • Familiarity with Clari, MEDDPPICC, Gainsight, and PowerBI • Experience building or scaling reporting frameworks from the ground up Why This Role Matters This role is foundational to unlocking the next phase of growth for the Global Partner & Ecosystems business. Today, limited visibility constrains decision-making, execution, and performance. This individual will play a central role in bringing structure to complexity, clarity to ambiguity, and insight to action, enabling the organization to operate with the rigor required to achieve its strategic ambitions. Company Overview: UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry — because great organizations know their workforce is their competitive edge. Learn more at ukg.com. Equal Opportunity Employer UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories. View <a href="https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf" rel="noopener">The EEO Know Your Rights poster</a> UKG participates in E-Verify. View the E-Verify posters <a href="https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf" rel="noopener">here</a>. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Disability Accommodation in the Application and Interview Process For individuals with disabilities that need additional assistance at any point in the application and interview process, please email <a href="mailto:UKGCareers@ukg.com" rel="noopener">UKGCareers@ukg.com</a>. The pay range for this position is $129,500 to $186,100. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at <a href="https://www.ukg.com/about-us/careers/benefits" rel="noopener">https://www.ukg.com/about-us/careers/benefits</a></div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...