Manager, Revenue Analytics & Planning

Position Overview
Own revenue predictability, planning, and executive insight across new, renewal, and expansion revenue. Acts as a player-coach — managing a post-sales analyst (scaling to 2-3 as the team grows) while personally owning pre-sales analytics and planning. Responsible for forecast accuracy, capacity planning, performance narrative, and applying AI to drive efficiency and predictive insight.

Responsibilities
Leadership Manage and coach a Revenue Insights Analyst focused on post-sales analysis; hire and scale the team as scope grows Own pre-sales analytics and planning personally while overseeing team output and quality Forecasting & Planning Own forecast methodology and accuracy across all revenue streams Lead forecast cadence and executive performance reviews Build and manage capacity models (headcount, coverage, productivity) Lead annual and quarterly planning processes; integrate pipeline signals with planning assumptions Lead quota and territory planning processes, ensuring capacity, coverage, and quota assumptions are aligned and data-backed Insights & Reporting Translate performance data into actionable insight, including CAC, sales effectiveness, and full-funnel conversion/velocity across new, renewal, and expansion Proactively flag performance risks and pipeline gaps early - before quarter-end - with clear recommended actions Deliver executive and Board-level reporting Presales reporting including Build and maintain pipeline reporting (coverage, conversion, progression, aging) Support forecast process (rollups, validation, scenarios) Track leading indicators (pipeline creation, early-stage conversion) Produce weekly forecast packages and dashboards Ensure data accuracy and reporting consistency AI & Efficiency Implement approaches to apply AI to streamline forecast modeling and scenario generation Use AI-driven anomaly detection to surface pipeline/forecast risk earlier Leverage AI to automate draft narratives and insights, freeing time for judgment-level analysis

Qualifications
6–10 years in RevOps, FP&A, or analytics roles; prior people management or player-coach experience preferred Strong forecasting and financial modeling experience Experience supporting executive-level decision-making Advanced Excel/BI skills; familiarity with AI/ML tools applied to forecasting or analytics a plus Strong hands-on knowledge of Salesforce.com and Clari for reporting, dashboards, and pipeline data structures Experience with quota and territory planning methodologies Strong business judgment and communication skills