UpClear makes a SaaS revenue management software that is used by some of the most recognizable consumer goods brands in the world. Our system supports Trade Promotion Management, Trade Promotion Optimization, Integrated Business Planning and Revenue Management.

We serve more than 80 brands in over 20 countries. Our growth is substantial and consistent; we have been on the Inc 5000 list of fastest growing private companies for nine years.

UpClear's global headquarters is in New York City and we have international offices in London, Paris, and Singapore.

This role requires on site collaboration. You must be able to commute to our West 22nd Street office in New York.

About The Role

We are seeking a detail-oriented Business Systems Analyst to support our Compass product capabilities. In this role, you will work with clients to observe, document, and analyze how they build commercial plans such as pricing, promotions, and volume assumptions, and how those decisions translate into financial outcomes. You will translate real-world planning workflows into actionable product requirements, helping shape simulation capabilities that allow users to evaluate and compare business scenarios, while ensuring features remain intuitive, accurate, and aligned with commercial decision-making.

Responsibilities

Engage with clients to observe and documenting specific data processing and business workflows

Analyze client data administration processes to identify pain points, inefficiencies, and gaps in current tools and workflows with a particular focus on how scenario modeling, forecasting, and trade planning are performed.

Use SQL to query and validate client data, supporting deeper analysis of data volumes, promotional performance, financial metrics, and scenario outcomes, ensuring the accuracy and reliability of inputs used in simulations.

Compile and present structured findings from client engagements, including process maps, gap analyses, and prioritized feature recommendations.

Partner with Product Managers to translate client insights into clear, actionable requirements and functional specifications throughout the product development lifecycle.

Collaborate closely with engineering and data teams to ensure that data models, transformations, and calculation layers accurately support scenario simulations, including the integration of pricing, cost, forecast, and promotional data inputs.

Build and maintain strong client relationships during engagements, ensuring a consultative and professional experience throughout each discovery project.

Contribute to defining success metrics, validation criteria, and acceptance standards for new features as they move through development.

Provide clarification on system behavior and expected functionality to internal teams.

Assist the Product Manager with requirements clarification, functional documentation, and refinement of specifications as needed.

Requirements

Bachelor's degree in Information Systems, Business, Computer Science, or related field; or equivalent experience.

0-2 years of experience as a Business Systems Analyst, functional consultant, or related role, ideally within a SaaS, analytics, or CPG / trade finance / revenue management environment.

Proficiency with SQL for querying and analyzing large datasets, with the ability to validate data accuracy and investigate discrepancies across complex data models

Exposure to planning, forecasting, or scenario modeling tools (e.g., Excel-based models, BI tools, or SaaS planning platforms), with the ability to understand and document calculation logic and assumptions.

Familiarity with data modeling concepts, including how data is structured, transformed, and used to support analytics, reporting, and simulation use cases.

Demonstrated experience conducting client-facing discovery, process analysis, or requirements gathering engagements.

Strong analytical and problem-solving skills, with the ability to synthesize complex operational processes into structured, communicable findings.

Excellent communication and presentation skills, with comfort presenting findings and recommendations to both technical and non-technical stakeholders.

Preferred Qualifications

Experience working within Agile/Scrum environments.

Familiarity with APIs, data structures, or system integrations.

Experience with BI or analytics tools (e.g., Power BI, Tableau).

Experience using planning tools (Anaplan, SAP IBP, o9, etc.)

Experience using issue tracking tools such as Jira or Azure DevOps.

Benefits

WHY UPCLEAR?

Be part of a growing global SaaS company, with offices in NYC, London, Paris, Singapore.

Weekly happy hours, good office culture, global cross team collaboration, direct access to executive leadership for guidance.

UpClear employees have access to a range of competitive benefits, including

Various Health Care Plans you can choose from to best fits your needs (Medical, Dental & Vision)

Retirement Plan with company match (401k, IRA)

Generous Paid Time Off package that grows with seniority (Vacation, Sick, and Public Holidays)

Paid Maternity leave

Paid Parental bonding leave

One month paid sabbatical after five continuous years of work at UpClear

Hybrid work model

Competitive Salary ($65K - $85K)

The salary range listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary several factors may be considered as applicable including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority.

UpClear

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