Note: The job is a remote job and is open to candidates in USA. Firstup is dedicated to enhancing employee experience through effective communication solutions. The Manager of Revenue Analytics & Planning will oversee revenue predictability and planning, manage a team of analysts, and ensure accurate forecasting and performance reporting.
Responsibilities
- 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
- 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
- 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
- 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
- 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
Skills
- 6–10 years in RevOps, FP&A, or analytics roles
- Strong forecasting and financial modeling experience
- Experience supporting executive-level decision-making
- Advanced Excel/BI skills
- 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
- Prior people management or player-coach experience preferred
- Familiarity with AI/ML tools applied to forecasting or analytics a plus
Benefits
- Excellent PTO program
- Great health benefits
- A casual and friendly environment
- Remote work
- A leadership team who truly believes in your growth – both personally and professionally
Company Overview