• Partner with Sales and Marketing leadership to implement and refine regional GTM strategies. • Provide daily front-line support for CPQ, assisting the sales team with creating quotes, managing approvals, and troubleshooting configuration issues. • Support end-to-end electronic signature process, providing support for sending and tracking DocuSigns to ensure timely deal closure. • Oversee sales lead, opportunity, and forecast management to maintain a clean and predictable revenue pipeline. • Document internal processes and oversee the day-to-day usage of GTM applications to ensure operational excellence and data integrity. • Collaborate with Reporting functions to track Sales/Marketing KPIs and provide insights that optimize business outcomes. • Work with Sales Enablement to ensure new hires have proper training plans, documentation, and system access. • Monitor lead routing, assignment volume, and disposition; ensure marketing lead uploads and integrations are successful. • Identify and implement improvements for workflows, training, and sales tools to boost field productivity. • Serve as the primary technical bridge between regional sales teams and global technology administrators.

• Support reporting and analytics by building and maintaining dashboards that surface clear GTM insights for Sales, CS, AM, and leadership • Partner with Data and RevOps leadership to maintain and improve data pipelines across HubSpot, ChurnZero, Tableau, and Snowflake • Design and maintain automation in HubSpot and related tools to improve funnel flow, forecasting accuracy, and CRM hygiene • Enable GTM teams with clean data structures, consistent definitions, and reliable reporting • Support forecasting and revenue tracking initiatives for New Business, Renewals, and Expansion • Improve data quality and consistency through audits, validation rules, and workflow logic • Document processes and system logic to ensure transparency, adoption, and scalability • Collaborate cross-functionally with Sales Ops, CS Ops, Marketing Ops, and Data to translate requirements into operational solutions • Assist with ad-hoc analysis and enablement as revenue priorities evolve

• Serve as the RevOps/automation point of contact for a portfolio of B2B SaaS clients, joining regular client calls and owning day-to-day execution • Design greenfield HubSpot architectures for new clients — lifecycle stages, MQL/SQL definitions, lead routing, deal pipelines across geos/segments, and the rationale behind each choice • Architect and implement HubSpot ↔ Salesforce integrations — sync rules, object ownership, deduce logic, and error handling across Contacts, Companies, Deals, and Custom Objects, with monitoring built in from day one • Build, configure, and optimize HubSpot portals across Marketing, Sales, Service, and Ops Hubs — including complex workflows, lifecycle stages, lead scoring, properties, pipelines, custom objects, and Ops Hub custom code/webhooks where appropriate • Audit new client stacks and deliver a prioritized 90-day roadmap — quick wins, structural fixes, and longer-term improvements — without creating tech debt • Design and enforce SLA frameworks in HubSpot (time-to-first-touch, touch cadence, recycle rules) with escalation logic that actually fires • Implement and maintain integrations across the broader GTM stack (Salesforce, Clay, Zapier/n8n, LinkedIn, Outreach, Google Ads, Clearbit, and others) • Build client dashboards that tie pipeline velocity, conversion rates, and multi-touch attribution back to channel/campaign — surfaced in a way leadership can actually make decisions from • Own data hygiene, enrichment workflows, and database structure across client portals — naming conventions, validation, picklist strategy, and automated cleanup routines • Implement GDPR/CCPA requirements (consent capture, lawful bases, data retention, sensitive property permissions) with auditability • Identify and ship high-ROI AI automations — enrichment, smart routing, content drafting with guardrails, ticket deflection — and measure the lift • Translate client goals and pod-level strategy into working automation — and explain it clearly to non-technical stakeholders on calls • Troubleshoot complex issues (sync drift, duplication, workflow failures) with a structured triage approach that prevents regressions • Document everything you build — contributing reusable workflows, templates, playbooks, and build standards to Kalungi's internal RevOps toolkit so the work scales across pods and clients • Raise the bar across Kalungi's automation team by mentoring specialists on specific builds, running workflow reviews, and helping level up quality and speed across the team • Partner with pod CMOs, PMMs, content, paid, and ABM specialists to keep automation aligned with the broader marketing strategy.

Title: Business Strategy Analyst Senior – Member Experience Analytics Location: continental United States Type: Full-Time Job Description: Job ID R0115301 Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Senior Business Strategy Analyst focused on Member Experience Analytics, you will define and implement instrumentation for end-to-end member experience analytics. Your responsibilities include designing how member interactions are captured across channels, transforming this data into actionable insights via visualization and reporting. You will collaborate with business leaders to understand business questions, define key performance indicators (KPIs) and the precise data instrumentation requirements necessary to measure them effectively. This role leverages your analytical and data instrumentation design skills to shape member experience with data-driven insights. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week. Relocation assistance is not available for this position. What you'll do: - Collaborates with key stakeholders to identify key business assumptions and hypotheses around line of business strategy. - Continuously refines hypotheses and identifies business questions to explore further. - Facilitates the integration of the analytic strategy and business strategy. - Develops the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. - Collaborates with key stakeholders to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience. - Applies analytical rigor to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes, and to evaluate risks to strategic goals. - Leverages advanced data-driven problem-solving techniques to manipulate and interpret business results. - Translates findings into insights for strategy management and execution. - Communicates the significance of strategic insights to senior leaders and other key stakeholders to drive business decisions. - May provide guidance and on-the-job training to team members. - Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: - Bachelor’s Degree in Business, Science, Finance, Economics or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. - 6 years of data and/or analytics or strategy consulting experience; OR a minimum of 4 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 6 years combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 4 years of experience in data and/or analytics or strategy consulting. - Experience identifying business needs and managing strategic plans driven by qualitative/quantitative analysis and market insights. - Demonstrated experience using data analytics to formulate data-driven insights and influence business decisions. - Experience performing complex data analysis using various data analytics tools (i.e. Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). - Demonstrated experience in project management. What sets you apart: - Prior U.S. military service or being a military spouse/domestic partner is highly valued. - Experienced in mapping and analyzing complex customer journeys across multiple touchpoints to identify friction points and opportunities for enhancement. - Experienced in translating ambiguous business questions into specific, measurable KPIs and actionable metrics that accurately reflect omni-channel performance. - Understanding of data integration challenges and discrepancies across disparate systems, with a strong aptitude for identifying and resolving them. - Experienced in partnerships with IT, marketing, sales, and operations teams to ensure data instrumentation aligns with business needs. Compensation range: The salary range for this position is: $103,450 - $197,730. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.