Published: September 16, 2024 – The Customer Business Analyst drives collaboration discussions with customers to generate accurate demand forecasts, and aligns with internal and external teams, including marketing, logistics, and finance. This role focuses on understanding customer strategies, market trends, and competition to influence supply decisions, manage orders, and resolve issues in a dynamic and high-pressure environment. Additionally, the analyst emphasizes using data to address challenges, communicate customer needs to senior managers, and continuously improve processes through best practices.
Tips for Customer Business Analyst Skills and Responsibilities on a Resume
1. Customer Business Analyst, Insight Solutions Group, Austin, TX
Job Summary:
- Work in close collaboration with the data conditioning team to ensure the accuracy and timely availability of POS data in PowerBI
- Applying analytical skills to internal, external and syndicated datasets
- Interpret information, examine variables, ask the right questions and draw conclusions to support decision-making.
- Presenting data and key facts dynamically and convincingly to internal stakeholders and strategic key accounts.
- Actively participating in planogram optimization (JDA Space Planner).
- Support Call center IT Integrations like VMware, OS and other core technology upgrades.
- Supports monthly Service Reporting, including Customer Experience and Major Incident Reporting.
- Establish health check management in partnership with L1/L2 teams (inventory, thresholds, triggers, tools, scripts, and procedures) maintaining consistency across all apps and domains.
- Facilitates the shift left of Level 3 activities to Level 2 and Level 2 activities to Level 1.
- Primary interaction point for businesses seeing Production Support services.
Skills on Resume:
- Data Accuracy Management (Hard Skills)
- Analytical Data Interpretation (Hard Skills)
- Decision Support (Soft Skills)
- Dynamic Data Presentation (Soft Skills)
- Planogram Optimization (Hard Skills)
- IT Integration Support (Hard Skills)
- Service Reporting (Hard Skills)
- Health Check Management (Hard Skills)
2. Customer Business Analyst, BrightPath Consulting, Denver, CO
Job Summary:
- Clear and discreet communication with stakeholders on key business issues/requests
- Driving key collaboration discussion with stakeholders regarding demand forecast and product ramping information
- Order management including driving order delivery on time, logistic requests, etc.
- Building, managing and maintaining key stakeholder relationships with key groups within Intel such as the logistic team, supply team, finance team, etc.
- Improving efficiency through process streamlining and outsourcing
- Run daily, weekly, monthly and quarterly reports for Customer Operations management.
- Analyze customer forecast, backlog, shipping, inventory and revenue data to develop models of customer behavior.
- Create visual representations of data to depict business trends.
- Develop new data models and reports.
- Develop ad-hoc data analysis as business conditions change.
Skills on Resume:
- Stakeholder Communication (Soft Skills)
- Collaboration Facilitation (Soft Skills)
- Order Management (Hard Skills)
- Relationship Building (Soft Skills)
- Process Streamlining (Hard Skills)
- Report Generation (Hard Skills)
- Data Analysis (Hard Skills)
- Data Visualization (Hard Skills)
3. Customer Business Analyst, SynergyTech Partners, Raleigh, NC
Job Summary:
- Provides expertise in Production Support Incident and Problem Mgt services and processes for Contact center Processes and technology.
- Active engagement with impacted lines of business to relay incident status and capture business impacts in transactions, client impact, financial loss/Near loss and regulatory.
- Manage and report on internal SLA’s goals, and deadlines associated with the business Contact Center.
- Review analysis, create monthly operational Reporting documents, identify opportunities/Challenges and drive these efforts to completion.
- Meet with the Contact Center managers daily to review current issues and risks.
- Define business SLA/SLO/Green Zone/Yellow Zone requirements.
- Partners with Service Delivery and Service Health managers to ensure the Service Management framework is applied to day-to-day operations.
- Partner with Level 1, Level 2 and Level 3 support teams to improve resolution rates, efficiency targets, and organizational Service Level Agreements.
- Supports the creation and implementation of Service Improvement Plans and root cause remediation activities.
- Consults with primary business clients in conjunction with Development managers to understand strategic objectives and contribute to the formulation of strategies for support.
Skills on Resume:
- Incident Management (Hard Skills)
- Problem Resolution (Soft Skills)
- SLA Management (Hard Skills)
- Operational Reporting (Hard Skills)
- Risk Assessment (Soft Skills)
- Service Management (Hard Skills)
- Team Collaboration (Soft Skills)
- Service Improvement (Hard Skills)
4. Customer Order Management Business Analyst, Global Reach Analytics, Tampa, FL
Job Summary:
- Functional Business process for Customer Order Management process.
- System requirement design and enhancements (WGS).
- Ensure proper system testing before releases, process alignment, and new functionalities.
- Business training (train the trainer in the regions and if necessary, support overall training).
- Understand report's requirements, evaluating scalability across the globe.
- Work with the Engagement leader on development.
- Data consumption and governance coordination with the data management office team.
- Identify and /or define best practices across regional teams – Customer Order Management process.
- Interaction with other workstream on new requirements/system development and process improvement that would have inference for COM.
- New ERP project implementation – expected 50% time during “delivery phase” - Test, Train - Process & System, Implementation across the globe.
Skills on Resume:
- Order Management Process (Hard Skills)
- System Requirement Design (Hard Skills)
- System Testing (Hard Skills)
- Business Training (Soft Skills)
- Report Requirement Analysis (Hard Skills)
- Data Governance Coordination (Hard Skills)
- Best Practices Definition (Soft Skills)
- ERP Project Implementation (Hard Skills)
5. Customer Order Management Business Analyst, Nexus Strategies, Portland, OR
Job Summary:
- Support regional teams/individuals to ensure understanding of business processes, proper application, innovation, and waste reduction opportunities.
- Identify and bring best practices back to regional teams to enhance process efficiency and effectiveness.
- Assist regional organization (ISM) on what good looks like (WGLL) for process execution (through benchmarking and definition of best practices, new development…).
- Be the reference to drive new system enhancements/ requirements that will support the order management process.
- Interactions with Business Analyst (BA) and Developer on system-related issues/implementations.
- 1st level of testing new developments/ enhancement and support (T1 compass).
- Training business on new functionalities (order management functionalities) and/or systems.
- Understand data availability, reports, and data required for the proper business decisions and measurements.
- Measure regional level of understanding and utilization of system and well as process execution across the regions.
- Be an active participant in new ERP implementation for the COM workstream, joining workshops, testing, UAT, process and system training.
Skills on Resume:
- Process Improvement (Soft Skills)
- Best Practices Identification (Soft Skills)
- Benchmarking (Hard Skills)
- System Enhancement Support (Hard Skills)
- System Issue Resolution (Hard Skills)
- Testing and Support (Hard Skills)
- Business Training (Soft Skills)
- Data Analysis for Decision Making (Hard Skills)
6. Customer Success Business Analyst, Horizon Data Insights, Columbus, OH
Job Summary:
- Develops and maintains accurate weekly, monthly, and quarterly Executive reporting, coordinating internal reviews needed for finalization.
- Produces quarterly analysis on KPIs to identify trends, and develop, and finalize Board of Directors reporting.
- Maintains existing SFDC Reporting Dashboards for recurring reporting and KPIs, ability to identify improvements available or to enhance in PBI.
- Identifies additional reporting to help efficiencies or performance of the team, performs analysis on trends, and works to automate reporting where available.
- Supports Customer Success Department initiatives.
- Generates and analyses customer data trends and advises Customer Success and Marketing leaders for needed Customer Nurture campaigns.
- Coordinates requested ad hoc SFDC data pulls and reporting analysis.
- Establishes and documents processes for tracking top customer Service Level Agreement (SLA) reporting.
- Consolidates and maintains SLA reporting based on contractual requirements.
- Partners with Internal teams and Customer Success Manager to meet customer delivery requirements.
- Identify and deploy additional operational or automation opportunities to increase CS efficiency or to deliver improved customer service and experience.
- Collaborates and delivers a high level of responsiveness to CSX Leadership, Product & Engineering, Finance, and CEO Staff.
Skills on Resume:
- Executive Reporting (Hard Skills)
- KPI Analysis (Hard Skills)
- Dashboard Management (Hard Skills)
- Reporting Automation (Hard Skills)
- Customer Data Analysis (Hard Skills)
- SLA Management (Hard Skills)
- Process Documentation (Soft Skills)
- Cross-Functional Collaboration (Soft Skills)
7. Customer Business Analyst, Pinnacle Advisory Services, Kansas City, MO
Job Summary:
- Partner with teams inside of GCS to support the analysis of their key indicators and metrics and provide guidance and recommendations on actions for improvement.
- Document business requirements to enable the development of analytics systems.
- Design and optimize business processes to provide sufficient data to monitor identify issues and drive actions.
- Convert data into meaningful indicators and information that can be used by customers.
- Ensure tools and reporting development meet the needs of the program and customers.
- Work closely with WW Support Engineering and Contact Center Managers to provide the right indicators, tools and analysis to drive closed-loop processes and KPI improvement plans.
- Document business requirements to enable analytics platform to provide the data needed to analyze service business.
- Manage change through communication, documentation and delivering of user training
- Provide detailed analysis of current or proposed processes that lead to the assignment of business value to prioritize change requests.
- Ensures data integrity, identifies data issues and partners with internal stakeholders to remediate or develop needed plans to improve.
Skills on Resume:
- Metric Analysis (Hard Skills)
- Business Requirement Documentation (Hard Skills)
- Process Optimization (Hard Skills)
- Data Interpretation (Hard Skills)
- Tool Development (Hard Skills)
- KPI Improvement (Soft Skills)
- Change Management (Soft Skills)
- Data Integrity Management (Hard Skills)
8. Customer Business Analyst, Summit Analytics Group, Phoenix, AZ
Job Summary:
- Driving key collaboration discussions with the Customer regarding their demand forecast & marketing strategies
- Investigate and understand key data indicators to be used in conjunction with collaboration discussions to generate an accurate demand forecast which will be used by factories, and other team groups across Intel
- Liaising with multiple groups, both internally (such as marketing, logistics, product supply and finance) and externally (the customer and freight carriers) which makes the role very dynamic and interactive
- Understanding customer sales strategies, market conditions, and competition trends to help drive accurate demand signals
- Understanding customer needs and Intel's operations and/or strategies to influence supply decisions
- Influencing and adding value by identifying and offering product alternatives
- Dealing with conflicting information and managing a high-pressured environment
- Managing customer supply line to ensure they get the right products at the right time (placing, tracking orders & resolving issues)
- Escalating and crisply communicating customer issues with clear recommendations on actions needed
- Communicating and representing customer strategies internally to senior managers
- Using data to drive problem resolution
- Building trust and respect with co-workers, managers and worldwide counterparts (buyers, peers, and direct managers)
- Improving productivity and process by developing, using and sharing best-known methods to help others complete assignments
- Presenting ideas and/or opinions in a direct manner
Skills on Resume:
- Collaboration Discussions (Soft Skills)
- Demand Forecasting (Hard Skills)
- Cross-Functional Liaison (Soft Skills)
- Market Trend Analysis (Hard Skills)
- Supply Chain Management (Hard Skills)
- Product Alternatives Identification (Hard Skills)
- Issue Escalation (Soft Skills)
- Process Improvement (Soft Skills)