About The Role
The Operations Intelligence & Analytics Lead is responsible for building and leading the Operations Intelligence function at 2X.
This role serves as the strategic owner of workforce intelligence, business intelligence, operational analytics, data governance, reporting architecture, and analytics modernization. The position enables business leaders to make better decisions through accurate data, scalable analytics solutions, forecasting models, and executive insights.
The successful candidate will transform operational reporting into a modern intelligence platform through Power BI, Azure, Microsoft Fabric, automation, and AI-enabled analytics while maintaining a deep understanding of workforce planning, capacity management, resource allocation, operational performance, and business operations.
This role is both a people leader and a technical leader, responsible for developing a high-performing analytics team while driving the long-term analytics roadmap for the Operations organization.
Operations Intelligence function includes:
- Workforce Intelligence
- Business Intelligence & Reporting
- Data & Analytics Engineering
- Analytics Governance
- Reporting Automation
- Operational Analytics
Job Responsibilities
Operations Intelligence Strategy
- Develop and execute the Operations Intelligence roadmap.
- Define the future-state analytics architecture for Operations.
- Establish a scalable business intelligence capability that supports operational decision-making across the organization.
- Lead the transition from spreadsheet-dependent reporting to enterprise analytics platforms.
- Partner with Operations, Finance, Talent Acquisition, Delivery, Sales, and Leadership teams to evolve data-driven decision-making.
Workforce Intelligence & Forecasting
- Oversee workforce planning analytics, hiring forecasts, supply and demand planning models, and capacity planning intelligence.
- Ensure the organization maintains accurate workforce forecasting capabilities.
- Develop scenario-planning frameworks to support growth, margin improvement, hiring decisions, and deployment strategies.
- Improve workforce planning methodologies and predictive capabilities.
- Oversee utilization, deployment, bench, attrition, and workforce efficiency analytics.
Business Intelligence & Executive Reporting
- Own executive reporting frameworks, operational dashboards, leadership scorecards, and Revenue Flash reporting.
- Establish consistent KPI definitions, reporting standards, and performance metrics.
- Ensure leadership teams have accurate and actionable insights.
- Translate operational data into executive-level recommendations and business intelligence.
- Drive self-service reporting capabilities across the business.
Analytics Engineering & Data Platform Development
- Lead the design and evolution of the Operations analytics ecosystem.
- Oversee development of scalable data pipelines and reporting infrastructure.
- Establish a unified data architecture across platforms including:
- CM2
- Monday.com
- Salesforce
- Airtable
- Other operational platforms
- Partner with technology teams to create integrated reporting solutions.
- Ensure operational data is available, reliable, secure, and scalable.
Data Governance & Source of Truth Management
- Own operational data governance standards.
- Establish data quality controls, reconciliation processes, and validation frameworks.
- Maintain data dictionaries, business rules, and metric governance.
- Ensure consistent definitions and calculations across all reports, dashboards, and planning models.
- Create enterprise standards for operational reporting.
Dashboard Development & Analytics Modernization
- Drive development of enterprise-grade dashboards and analytics solutions.
- Champion adoption of Power BI, Microsoft Fabric, Azure, Power Platform, and modern analytics technologies.
- Oversee dashboard design standards and visualization best practices.
- Reduce manual reporting effort through automation and scalable reporting frameworks.
- Lead modernization of Workforce Planning, Capacity Planning, Revenue Flash, and Executive Dashboards.
Financial & Operational Analytics
- Support margin improvement and operational efficiency initiatives through analytics.
- Develop reporting and models related to:
- Workforce costs
- Capacity utilization
- Resource deployment
- Revenue leakage
- Operational performance
- Productivity trends
- Provide operational intelligence that supports profitability and growth decisions.
AI & Automation Strategy
- Evaluate and implement AI-enabled analytics solutions.
- Identify opportunities to automate reporting, forecasting, and operational analysis.
- Leverage Copilot, Power Platform, Azure AI, and emerging technologies to improve decision-making.
- Drive innovation within the Operations Intelligence function.
Leadership & Team Development
- Lead, coach, and develop the Operations Intelligence team.
- Establish technical standards and best practices.
- Build a culture of analytical rigor, innovation, documentation, and continuous improvement.
- Ensure knowledge management and business continuity across all analytics functions.
- Create technical capability development plans, and career pathways for team members.
Success Measures
Within the first 12 months, the successful candidate will:
- Establish a centralized Operations Intelligence organization.
- Modernize Workforce Planning and Executive Reporting into Power BI and Microsoft Fabric.
- Build a scalable analytics architecture integrating CM2, Salesforce, Monday.com, and Airtable.
- Automate key elements of Revenue Flash and operational reporting.
- Implement enterprise KPI governance and source-of-truth standards.
- Improve forecasting capabilities across workforce planning, capacity planning, and operational performance.
- Reduce manual reporting effort through automation and self-service analytics.
- Create a sustainable analytics capability that supports future growth and operational scale.
Job Qualifications
- Bachelor's degree in Business Analytics, Data Analytics, Statistics, Economics, Mathematics, Engineering, Operations Management, Computer Science, or related quantitative discipline.
- 5+ years of experience in Operations Planning, Workforce Planning, Business Analytics, Operational Excellence, or a similar analytical function.
- Demonstrated experience leading technical workstreams or providing coaching and mentorship to analysts within a collaborative team environment.
- Strong understanding of workforce planning, capacity planning, resource planning, forecasting methodologies, and operational reporting.
- Experience partnering with cross-functional stakeholders including Finance, Talent Acquisition, Delivery, Sales Operations, and Business Operations.
- Comfortable working in a fast-paced environment while managing multiple priorities and competing deadlines.
- Strong ownership mindset with the ability to balance technical execution, team enablement, and continuous improvement.
Technical Skills
- Advanced proficiency in Microsoft Excel and Google Sheets, including complex formulas, Pivot Tables, Power Query, and data analysis techniques.
- Hands-on experience with SQL for querying, validating, and analyzing large datasets.
- Experience developing dashboards and reports using Power BI, Looker Studio, or similar Business Intelligence tools.
- Strong business knowledge of Workforce Planning, Capacity Planning, Resource Allocation, Supply and Demand Management, Hiring Forecasting, Bench Management, Utilization Management, Revenue Operations, Staffing Readiness, Operational KPI Reporting, Executive Reporting, Margin and Productivity Analytics, Process Optimization
- Experience working with data transformation, reporting automation, and process optimization.
- Familiarity with business systems such as Salesforce, Monday.com, Airtable, or similar operational platforms.
- Exposure to BigQuery, Google Apps Script, Python, or other automation and data engineering tools is an advantage.
Core Competencies
- Strong analytical thinking with the ability to solve complex operational and business challenges.
- Proven ability to coach, mentor, and develop the technical capabilities of analysts.
- Excellent stakeholder management and communication skills across both technical and non-technical audiences.
- High attention to detail with a commitment to data accuracy and quality.
- Strong planning, organization, and prioritization skills with the ability to manage multiple workstreams.
- Continuous improvement mindset with a passion for simplifying processes and increasing operational efficiency.
- Ability to work independently while fostering collaboration and accountability across the team.
- Comfortable balancing hands-on analytical work with technical leadership responsibilities.
