Principal, Strategy & Planning Business Advisor

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.

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UKG participates in E-Verify. View the E-Verify posters here ( .

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 View email address on click.appcast.io .

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

It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.