Business Transformation Analyst

About the role

We are seeking a Business Transformation Analyst to help drive our process improvement and business transformation efforts at UES. This is a key strategic role, part of the ongoing growth and enhancement of our company’s operational capabilities. As a high-visibility, cross-functional role, you will work with sales, marketing, legal, finance, and business unit leaders to bring consistency and efficiency to how the organization creates and delivers proposals.

Responsibilities

• Conduct an organization-wide audit of existing proposal templates, formats, and workflows across all regions, branches, and departments.
• For each branch implementation, interview stakeholders to understand current pain points, requirements, and must-have content blocks (legal language, pricing tables, branding, compliance disclaimers, etc.).
• Document current-state processes and identify redundancies, risks, and gaps for use during implementation at that branch.
• Design a unified proposal template framework and content library that meets the needs of all departments while enforcing brand and legal consistency.
• Assist with defining governance standards for template ownership, version control, and future updates.
• Work with brand/marketing and legal teams to validate standardized language, formatting, and compliance requirements.
• Map standardized templates and content blocks to the new proposal tool's architecture.
• Partner with AI and Application development teams to provide input on enhancements based on standardized templates and workflows.
• Provide UAT for tool.
• Update proposal templates in file folders as they change.
• Develop a training curriculum and supporting materials (guides, videos, quick-reference sheets) for end users across the organization.
• Deliver live training sessions and/or train-the-trainer programs across departments/regions.
• Build a communication and rollout plan to drive adoption, including phased pilots, feedback collection, and iteration.
• Establish a support model (FAQs, office hours, champions network) for post-launch adoption.
• Define KPIs to measure adoption, efficiency gains, and proposal quality/turnaround time.
• Establish an ongoing governance process for template updates, new content requests, and tool enhancements.
• Provide regular status updates and outcomes reporting to leadership.
• Solicit feedback from end-users and stakeholders to continuously improve business processes to address emerging needs.

Requirements

• Minimum 1 year of relevant experience.
• Strong quantitative and analytical skills; ability to derive trends and conduct risk/reward analysis.
• Proficiency in data analysis tools and techniques.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively with cross-functional teams.
• Experience with business process modeling and documentation tools.
• Knowledge of project management methodologies and tools.

Preferred Qualifications

• Proficiency in Microsoft Office 365 products and collaboration tools.
• Excellent project management skills with the ability to handle multiple projects simultaneously and meet deadlines.

Travel Requirements

This position requires occasional domestic overnight travel, approximately 10% to 20% of the time, to support business objectives and client engagements. Travel may be both scheduled and on short notice, depending on project needs. Destinations typically include job sites, field locations, or regional offices, where work may be conducted in outdoor or operational environments. Adherence to all company safety protocols and use of PPE is required during travel and on-site work.

Physical Demands & Work Environment

This position operates in a hybrid work environment, requiring flexibility to work effectively from both a professional office and a home office setting.

• Remote Work Requirements:
  • Maintain a professional home office with reliable internet access and minimal distractions.
  • Work is conducted using a computer, phone, and virtual collaboration tools.
  • Manage multiple tasks independently, participate in virtual meetings, and meet deadlines in a dynamic environment.
  • Home office setup must support consistent productivity and professional video/audio communication.
• On-Site Office Requirements:
  • Work is performed at a desk for extended periods using a computer, phone, and standard office equipment in a climate-controlled office environment.
  • Regular in-person communication with team members, clients, and stakeholders is required.
  • Physical demands may include sitting for long durations, occasional standing, walking, bending, and lifting of materials up to 15 pounds.