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James Zuba

@jameszuba

Senior Business Operations Manager at NiCE who cut pipeline reporting time 40% with AI-assisted processes.

At NiCE, I built AI-assisted pipeline analysis processes that reduced reporting time by 40% and improved leadership visibility. I also use Claude to automate reporting workflows, executive summaries, and operational analysis.

I deliver forecasting and data-driven insights for strategic planning and revenue growth, and created Power BI dashboards supporting 240+ sales representatives. I prepare weekly executive business reviews and recommendations for the President and senior leadership team.

As a Business Operations Manager at NiCE, I evaluated territory performance, quota attainment, and quarterly pipeline trends to inform resource allocation. I developed KPI frameworks and Salesforce dashboards to strengthen pipeline visibility and operational decision-making.

Earlier, as an Analyst at JP MORGAN CHASE, I used SQL, Excel, and Alteryx to analyze financial datasets and automate reporting and reconciliation processes. I also worked as an Associate Banker and as a Project Manager/Junior Engineer at NODE ARCHITECTURE, ENGINEERING, CONSULTING P.C.

Experience

Work history, roles, and key accomplishments

Current

Senior Business Operations Manager

Current

NiCE

Mar 2025 - Present (1 year 7 months)

Built AI-assisted processes for pipeline analysis, reducing reporting time by 40% and improving leadership visibility. Delivered data-driven insights and forecasting for a $2.4B organization, leveraging AI tools and Power BI dashboards.

AI Claude Power BI Salesforce Pipeline Analysis Forecasting Strategic Planning Team Leadership

Business Operations Manager

NiCE

Jul 2022 - Mar 2025 (2 years 8 months)

Evaluated territory performance and quota attainment to optimize resource allocation. Developed KPI frameworks and Salesforce dashboards to improve pipeline visibility and operational decision-making.

Salesforce KPI development Pipeline Analysis Territory Planning Data Analysis Strategic Planning

Analyst

JP Morgan Chase

Jul 2021 - Jul 2022 (1 year)

Analyzed complex financial datasets using SQL, Excel, and Alteryx to support business reporting and strategic initiatives. Automated manual reporting processes, reducing processing time by 30% and improving data accuracy.

SQL Excel Alteryx Data Analysis Process Automation Reporting

Associate Banker

JP Morgan Chase

Oct 2018 - Jul 2021 (2 years 9 months)

Managed client banking relationships and advised customers on financial products and services. Maintained compliance with banking policies and improved customer satisfaction through effective communication.

Customer Relationship Management Banking Products Compliance Communication Skills

Project Manager/Junior Engineer

Node Architecture, Engineering, Consulting P.C

Jul 2015 - Sep 2018 (3 years 2 months)

Managed multiple concurrent engineering and construction projects, overseeing budgets, timelines, and deliverables. Coordinated with clients and contractors to ensure project execution aligned with scope and regulatory requirements.

Project Management Budgeting Construction Client Coordination Reporting