# Capture Portfolio Analyst, X-BAT Family of Systems (FoS) (R6011) **Company**: Shield AI **Location**: San Diego, California **Work arrangement**: onsite **Experience**: senior **Job type**: Full Time Employee **Salary**: USD 130,000-240,000 per-year-salary **Category**: Finance **Industry**: Defense **Apply**: https://jobs.lever.co/shieldai/a272274e-6615-4d5f-a369-20aa94f867f2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply **Canonical**: https://yubhub.co/jobs/job_c459c874-078 ## Description Shield AI is seeking a Capture Portfolio Analyst, X-BAT Family of Systems (FoS) to strengthen the analytical rigor, long-range planning, and operating discipline of the X-BAT FoS Capture organization. As a core member of the X-BAT FoS Capture team, you will partner closely with the X-BAT FoS Capture Organization to maintain a high-confidence view of the current and future opportunity pipeline and assist in driving decisive action across the portfolio. **Capture Portfolio Strategy and Management** - Maintain an integrated view of the X-BAT FoS opportunity pipeline across near-term, mid-term, and long-range pursuits. - Analyze opportunities using criteria including timing, estimated value, probability of win, market attractiveness, strategic relevance, expected revenue contribution, and resourcing requirements. - Partner with the X-BAT FoS Capture Organization to identify priority opportunities, inform portfolio trade-space decisions, and recommend actions to strengthen the pipeline. - Track changes in opportunity value, timing, stage progression, probability of win, customer funding, and other factors that affect forecast confidence. - Identify pipeline gaps, timing shortfalls, concentration risks, single-point dependencies, and opportunities that lack sufficient capture activity or next steps. - Recommend actions to create pipeline resilience, including alternate pursuits, adjacent customers, related mission areas, acquisition pathways, partner opportunities, and additional sources of demand. - Maintain a forward-looking view of the X-BAT FoS opportunity space across a multi-year horizon and help identify and track actions needed to mature early opportunities into successful capture efforts. **Salesforce Data Quality and Reporting** - Serve as the X-BAT FoS Capture organization’s lead for pipeline-data integrity, reporting standards, and Salesforce opportunity-management discipline. - Establish and maintain common expectations for opportunity stages, required data fields, forecast assumptions, probability assessments, next steps, and update cadence. - Review Salesforce opportunity records for accuracy, completeness, consistency, and credibility; coordinate with account and opportunity owners to correct gaps, stale data, and unsupported assumptions. - Develop and maintain concise dashboards, trackers, and pipeline-review products that provide visibility into portfolio health, capture status, forecast changes, and key risks. - Partner with enterprise business-systems teams, as required, to improve reports, dashboards, workflows, and data structures that support X-BAT FoS pipeline management. - Maintain common definitions, reporting guidance, and pipeline-management best practices across the organization. **Finance and Revenue Planning** - Partner closely with Finance to ensure a clear, traceable connection between Salesforce opportunity data, bookings assumptions, revenue forecasts, customer funding expectations, and long-range financial plans. - Reconcile pipeline assumptions, forecast timing, probability assessments, and anticipated award values with financial-planning inputs and revenue-recognition assumptions. - Support scenario analysis to assess the effect of opportunity delays, funding changes, competitive losses, scope changes, and alternate capture outcomes on the X-BAT FoS forecast. - Help maintain a recurring pipeline-to-finance review cadence and track resulting actions, decisions, and assumption changes. **Pipeline Risk and Operating Rigor** - Identify risks to current and future pipeline health, including schedule uncertainty, customer-funding risk, acquisition delays, competitive pressure, overreliance on a limited number of pursuits, and insufficient capture activity. - Develop risk-mitigation recommendations and contingency plans with capture leads, account owners, Finance, business development, programs, and other stakeholders. - Support recurring pipeline reviews through time-phased analyses and dashboards that show opportunity maturation, anticipated awards, bookings, backlog, revenue contribution, key decisions, and follow-up actions. - Support knowledge management by maintaining pipeline assumptions, opportunity histories, risk registers, and lessons learned from wins, losses, cancellations, and schedule slips. **Required qualifications:** - Bachelor’s degree with 8+ years of relevant experience, Master’s degree with 6+ years of relevant experience, or PhD with 3+ years of relevant experience. - Experience in business development, capture, sales operations, program management, finance, consulting, or another analytical operating environment. - Strong analytical and problem-solving skills, including the ability to evaluate incomplete or changing data and develop clear, actionable recommendations. - Experience using Salesforce to analyze opportunity data, maintain pipeline visibility, develop reports or dashboards, and support business-planning decisions. - Strong proficiency in Microsoft Excel and PowerPoint, including development of concise analyses, trackers, dashboards, and briefing materials. - Demonstrated ability to manage data quality, establish reporting standards, and coordinate updates across multiple record owners or stakeholders. - Experience evaluating opportunities based on timing, value, probability, customer funding, strategic relevance, and expected business impact. - Experience leading and delivering cross-functional deliverables, decision points, and follow-up actions across multiple concurrent efforts. - U.S. citizenship required, with the ability to obtain and maintain a security clearance. ## Skills ### Required - Salesforce - Microsoft Excel - PowerPoint - Analytical skills - Problem-solving skills - Business development - Capture - Sales operations - Program management - Finance - Consulting ### Nice to have - U.S. Government capture - Defense business development - Government-contracting pipeline management - Aviation - Aerospace - Defense - Autonomy - Uncrewed systems - Tactical aviation - Mission systems - AI-enabled capability - Advanced-manufacturing --- Source: [Apply at jobs.lever.co](https://jobs.lever.co/shieldai/a272274e-6615-4d5f-a369-20aa94f867f2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)