Senior Business Intelligence Specialist

NetDocuments is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone, video, and in person meetings and communications from emails using the @netdocuments.com domain. If you have any concerns or questions about communications you have received, please send them to  [email protected] m  so our team members can review. NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team. At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022, 2023, & 2024 list of Inc. Magazine’s 5000 Fastest-Growing Private Companies in America. Other recent awards include: Five-time winner (2025, 2024, 2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune Four-time winner (2025, 2023, 2022, 2021) Best Companies to Work for by Utah Business magazine Three-time winner (2025, 2023, 2022) Top Workplace Employee Appreciation and Employee Well-Being Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits Two-time winner (2024, 2023) National Top Workplaces Two-time winner (2024, 2023) Top Workplace Innovation 2025 Remote Work 2024 Technology Industry NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day! About the role We are hiring a Senior BI Analyst to serve as the dedicated analytics partner to our Technology organization. This role sits on the central BI team alongside analysts supporting other business functions and a small team of BI developers who own our modern data platform. You will be the primary analytics point of contact for the CTO org and the Finance partners supporting it, with a particular focus on engineering efficiency, capacity, delivery metrics, and public cloud spend. This role is uniquely important right now. As a SaaS company in the late stages of migrating from private cloud to public cloud, public cloud economics — unit costs, usage drivers, commit strategies, and efficiency metrics — will be a core part of this role. Prior depth here is a plus but not required; we expect the right analyst to build that expertise quickly by partnering closely with our Finance and FinOps teams, and to translate what they learn into insights the CTO, engineering leaders, Finance, and FinOps can actually act on. You will also inherit a set of existing tech ops and efficiency reports (sprint planning, team capacity, delivery throughput, etc.) that today live outside our standard architecture. A core part of your charter is partnering with our BI developers to modernize these reports and bring them onto our tech stack — with proper models, governance, and documentation. What You’ll Do Be the Analytics Partner to the Tech Org Serve as the dedicated BI analyst for the CTO organization and the Finance team supporting Tech Build strong working relationships with engineering leaders, product/program managers, FinOps, and Finance partners Translate ambiguous business questions into clear analyses, metrics, and self-service reporting Drive the roadmap for Tech org analytics in partnership with stakeholders and the Director of BI Own Public Cloud Spend & Efficiency Analytics Partner with FinOps to build a unified view of public cloud spend — by service, environment, team, product, and workload Develop and maintain unit economics and efficiency metrics (e.g., cost per tenant, cost per transaction, cost per environment, utilization, commit coverage, waste) Track migration progress from private to public cloud and surface cost, performance, and efficiency implications for leadership Help leadership connect cloud spend to engineering activity, product usage, and business outcomes — not just a bill Identify optimization opportunities and partner with FinOps and engineering teams to quantify, prioritize, and track them Modernize Tech Ops & Engineering Efficiency Reporting Take ownership of the existing tech ops / engineering efficiency reports (sprint planning metrics, team capacity, delivery throughput, and related analyses) currently built outside our standard architecture Partner with the BI developer team to migrate these reports onto Snowflake + Power BI, with documented definitions and proper governance Define and standardize engineering metrics (velocity, throughput, capacity, quality, cycle time, etc.) so the organization has a single source of truth Retire legacy spreadsheets and one-off reports in favor of trusted, scalable assets Deliver High-Quality Analysis & Reporting Build and maintain Power BI dashboards, semantic models, and ad-hoc analyses that answer real questions for Tech and Finance stakeholders Contribute requirements back to the BI developer team to shape the underlying data models, and help validate them before they land in production Communicate findings clearly — with context, caveats, and recommendations — to both technical and executive audiences Collaborate Across the BI Team and the Business Work side-by-side with other BI analysts supporting different functions to share patterns, reuse assets, and ensure metric consistency across the company Partner with BI developers to move from “report-by-report” delivery to scalable, well-modeled data products Act as a trusted, embedded analyst within the Tech org while representing central BI standards Documentation & Enablement Document metric definitions, data sources, and assumptions so stakeholders can self-serve with confidence Enable CTO-org leaders and Finance partners to get to answers faster through well-designed Power BI experiences and clear training Other duties as assigned What You’ll Need to be Successful Core BI & Analytics Experience 5+ years of hands-on BI/analytics experience, with a track record of supporting senior stakeholders Comfortable reading SQL and working with curated data layers delivered by the BI developer team Strong experience with Power BI (DAX, semantic modeling, performance tuning) or a comparable enterprise BI tool with a clear path to ramp up on Power BI Working knowledge of modern cloud data stacks — Snowflake (or close equivalents) Solid grasp of dimensional modeling concepts and how to collaborate with data engineers to get the models you need Public Cloud Spend & Efficiency Any exposure to public cloud spend analysis (AWS, Azure, and/or GCP) — billing data, tagging, usage, cost allocation — is a plus, but not required; we expect the right candidate to ramp up in this area by partnering closely with our Finance and FinOps teams Interest in FinOps concepts (unit economics, showback/chargeback, commit and reservation strategy, rightsizing, anomaly detection) and a willingness to learn them on the job Curiosity about SaaS infrastructure economics and how engineering decisions translate into cost and efficiency Experience working on or alongside a cloud migration (private-to-public, data center exit, or similar) is a bonus Tech Org Partnership Comfortable partnering with engineering leaders, EMs, and program managers — you understand how software teams actually work Familiarity with engineering efficiency and delivery metrics (sprint/velocity, throughput, capacity, cycle time, DORA-style metrics, etc.) Experience working with Finance/FP&A partners on cost, headcount, and capacity analyses Engineering & Analytical Discipline Strong instincts around data quality, reconciliation, and “is this number actually right?” Comfortable with Git-based workflows and a structured dev → prod promotion path for BI assets Clear communicator — written and verbal — with a track record of telling a story with data for executive audiences AI-First Mindset Demonstrated ability to use AI tools (Copilot, Claude, Cursor, etc.) to accelerate SQL, DAX, documentation, and analysis work Strong judgment to validate AI-generated output rather than trust it blindly Interest in applying AI/agents to BI workflows — metric QA, narrative generation, anomaly explanation, etc. What Will Make You Stand Out Familiarity with dimensional modeling best practices (star schemas, conformed dimensions, slowly changing dimensions Type 2, etc.) — enough to partner effectively with BI developers on model design Exposure to Jira, Azure DevOps, GitHub, or similar as data sources for engineering metrics Prior experience at a SaaS company, ideally PE-backed or growth-stage What You’ll Love About NetDocuments The People! 90% healthcare premiums company covered HSA company contribution 401K match at 4% with immediate vesting Flexible PTO (typically 3 to 4 weeks a year) 10 paid holidays Monthly contributions for life activities & wellness Access to LinkedIn learning with monthly dedicated time to explore Compensation Transparency The compensation range for this position is:  $110,000 - $120,000 The posted cash compensation for this position includes on target earnings, base salary and variable if applicable. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate, such as career level, skills, experience, geographic location, qualifications, and other job-related #LI-HYBRID Equal Opportunity NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, individual qualifications, without regard to race, color, religion, sex, (including pregnancy), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity and/or expression, military and veteran status, or any other status protected by laws or regulations in the locations where we operate. NetDocuments believes diversity and inclusion among our employees is critical to our success, and we are committed to providing a work environment free of discrimination and harassment.

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