Business Data Analyst - Copperleaf

Company Description

IFS is a billion-dollar revenue company with 7000+ employees on all continents. Our leading AI technology is the backbone of our award-winning enterprise software solutions, enabling our customers to be their best when it really matters–at the Moment of Service™. Our commitment to internal AI adoption has allowed us to stay at the forefront of technological advancements, ensuring our colleagues can unlock their creativity and productivity, and our solutions are always cutting-edge.

Copperleaf is the world’s leading AI powered Asset Investment Planning (AIP) solution, enabling organizations to make better decisions – faster, smarter and with more confidence.

Together Copperleaf and IFS offer the first end-to-end asset lifecycle management solution. Underpinned by Industrial AI, the combining of Copperleaf and IFS will allow our asset intensive customers to deliver on their moment of service through strategic allocation and execution of CAPEX and OPEX; balancing expenditure, business objectives, risk and optimal asset performance.

At IFS, we’re flexible, we’re innovative, and we’re focused not only on how we can engage with our customers but on how we can make a real change and have a worldwide impact. We help solve some of society’s greatest challenges, fostering a better future through our agility, collaboration, and trust.

We celebrate diversity and understand our responsibility to reflect the diverse world we work in. We are committed to promoting an inclusive workforce that fully represents the many different cultures, backgrounds, and viewpoints of our customers, our partners, and our communities. As a truly international company serving people from around the globe, we realize that our success is tantamount to the respect we have for those different points of view.

By joining our team, you will have the opportunity to be part of a global, diverse environment; you will be joining a winning team with a commitment to sustainability; and a company where we get things done so that you can make a positive impact on the world.

We’re looking for innovative and original thinkers to work in an environment where you can #MakeYourMoment so that we can help others make theirs. With the power of our AI-driven solutions, we empower our team to change the status quo and make a real difference.

If you want to change the status quo, we’ll help you make your moment. Join Team Purple. Join IFS.

Job Description

Purpose of the Role

The Business Data Analyst bridges the gap between business stakeholders and technical teams, driving cross-organizational analytics, automation, and insights. This role goes beyond reporting. It is about scoping requirements with business stakeholders, leading data discovery and cataloging efforts, identifying critical systems and data points, and ensuring the data team builds the right pipelines. You will design ELT workflows, build dashboards, and create automation and AI specifications that directly shape Sales, Marketing, Customer Success, and GTM strategy. The ideal candidate is equally comfortable speaking the language of executives and business leaders as they are working hands-on with Databricks, SQL, Python, PySpark, and ELT pipelines.

Key Responsibilities

• Business Scoping and Requirement Gathering : Partner with Sales, Marketing, Customer Success, Finance, and Product leaders to define business questions, KPIs, and success criteria.

• Data Discovery and Cataloging : Identify key systems, source applications, and data points across the organization. Document what data exists, where it resides, and what is missing to enable business insights.

• System Prioritization : Work with stakeholders to determine which systems and data points are most critical for GTM execution, and communicate priorities to the data engineering team.

• ELT and Data Integration : Use Fivetran, Databricks, SQL, and PySpark to design and optimize ELT workflows and integrate data across CRM, marketing automation, customer success platforms, ERP, and other systems.

• Automation and AI Design : Write specifications for agentic AI solutions and automated workflows that reduce manual effort and improve scalability.

• Dashboarding and Storytelling : Build and maintain dashboards in Power BI, Tableau, or Databricks SQL that deliver actionable insights for executives and teams.

• Business Impact Focus : Tie data analysis directly to GTM priorities including lead management, pipeline health, churn prevention, and revenue optimization.

• Stakeholder Communication : Present findings and recommendations in business terms for executives while also collaborating with technical teams to ensure accurate implementation.

• Continuous Improvement : Work with data engineers to refine ELT processes, improve data quality, and expand data coverage as new requirements emerge.

Qualifications

• Bachelor’s degree in Business, Computer Science, Data Analytics, or equivalent experience.

• 4+ years in analytics, BI, or data strategy roles within SaaS or product companies.

• Hands-on experience with ELT workflows, Fivetran, Databricks, SQL, Python, and PySpark .

• Proven ability to design and build dashboards in Power BI, Tableau, or Databricks SQL .

• Strong experience with data discovery, cataloging, and documenting systems and data points across a complex business landscape.

• Strong business acumen in Sales, Marketing, Customer Success, and GTM strategy .

• Ability to gather requirements, scope projects, and translate between business stakeholders and technical teams.

• Experience with automation or AI use cases such as workflow automation, AI-driven recommendations, or predictive insights.

Preferred Qualifications

• SaaS or subscription-based business model experience.

• Familiarity with CRM, marketing, and customer success tools such as Salesforce, HubSpot, Gainsight, or Marketo.

• Knowledge of data catalog tools or practices for documenting systems and data flows.

• Strong process-analysis skills with ability to design and document automation workflows.

• Excellent communication and data storytelling skills for executive audiences.

Why Join this team?

This is not a back-office reporting role. You will be at the front of data discovery and strategy, shaping how the entire organization identifies and uses data to drive GTM execution. From mapping business needs to systems, to designing ELT and automation workflows, to enabling AI-driven insights, you will play a central role in making data a core driver of business growth.

Additional Information

What We’re Offering

• Salary Range: $115,000 to $150,000 annually + bonus
• Flexible paid time off, including sick and holiday
• Medical, dental, & vision insurance
• 401K with Company contribution
• Flexible spending accounts
• Life insurance and disability benefits
• Tuition assistance
• Community involvement and volunteering events

M/F/Disabled/Vet VEVRAA Federal Contractor. We are a Drug-Free Workplace. Interested candidates should apply at:

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. VEVRAA Federal Contractor, Equal Opportunity Employer

We embrace flexibility and hybrid work opportunities to support diverse needs and lifestyles, while also valuing inclusive workplace experiences. By fostering a sense of community, we drive innovation, strengthen connections, and nurture belonging. Our commitment ensures you can work in a way that suits you best, while also engaging with colleagues to share ideas and build meaningful relationships.

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. VEVRAA Federal Contractor, Equal Opportunity Employer