Analyst Relations and Insights Program and Process Management

Key Responsibilities to Include:

Reporting and Insights

• KPI and performance monitoring

• Develop dashboards and executive reports that measure AR program effectiveness.
• Help track analyst engagement metrics, sentiment trends, competitive positioning, and influence on business objectives.
• Support quarterly business reviews and executive presentations with data-driven reporting.
• Track the performance, utilization, and business impact of thought leadership and custom research assets, providing reporting and recommendations to stakeholders.

Budget and Vendor Management

• Support AR budget planning, forecasting, and expense tracking.

• Vendor & financial management including procurement & internal reimbursements

• Support management of analyst firm contracts and renewals
• Coordinate with finance, legal, and procurement teams on vendor relationships and agreements.

• Assist with sourcing research agencies for bespoke research projects.

Process & Policy Governance

• AR policy adherence and compliance
• Maintain AR policies, workflows, and best practices.
• Process Documentation and Management (Documents and maintains all policies and procedures.)

• Drive process improvements and automation opportunities to increase team efficiency.

• Analyst event support, including event budgeting, contracting and logistical/scheduling support

Required Qualifications

• 5+ years of experience in program management, operations, analyst relations, marketing operations, or a related function.
• Proven ability to manage multiple complex projects simultaneously.
• Strong organizational, planning, and execution skills.
• Experience creating executive-level reporting and presentations.
• Excellent communication and stakeholder management capabilities.

Preferred Qualifications

• Experience working with Analyst Relations and industry analyst firms, such as Gartner, Forrester, IDC, Everest Group, ISG, independent research firms, and others
• Research Program Management
• Knowledge of enterprise technology markets and B2B go-to-market organizations.
• PMP, PgMP, Agile, or similar project management certification.

Key Competencies

• Strategic Planning
• Program Management
• Operational Excellence
• Executive Communication
• Stakeholder Management
• Data Analysis and Reporting
• Process Improvement
• Budget Management
• Cross-Functional Collaboration
• Attention to Detail