Manager, Sales Strategy & Planning

What you'll do

• Own reporting infrastructure that sales leaders depend on to run the business. Build, maintain, and improve dashboards, data models, and recurring deliverables that serve as sources of truth across the sales org.
• Generate insights from pipeline, forecast, productivity, and revenue data. Synthesize findings into clear, actionable narratives for sales leadership — not just the numbers, but what they mean and what to do about them.
• Support the sales planning cycle end to end, including capacity modeling, territory design, quota allocation, and GTM strategy development.
• Drive the forecasting operating rhythm. Triangulate forecast calls with data and analytics, identify risks and upside, and help leadership sharpen accuracy over time.
• Apply AI tools and workflows to accelerate analysis, automate reporting, and surface insights that would be impractical to produce manually. Evaluate where AI adds real leverage and where it does not.
• Take ambiguous, high-priority requests from across the sales org and turn them into structured plans with clear deliverables. Flex across workstreams rather than operating in a single lane.
• Partner with cross-functional teams — Finance, Marketing, Product, and Revenue Operations — to align on shared metrics, planning inputs, and strategic priorities.

Who you are

• 5–7 years of experience in sales strategy, revenue operations, sales operations, or a related analytical function within a high-growth SaaS or technology company. Equivalent experience in strategy consulting or investment banking with a tech/SaaS focus also qualifies.
• Understand how a sales org works at a foundational level — pipeline mechanics, forecasting methodologies, territory design, and core GTM metrics.
• Deeply analytical. Can build models, interrogate data, and draw conclusions that hold up under scrutiny.
• Fluent in AI as a working tool. Use AI assistants, prompting techniques, and agent-based workflows in day-to-day work. Can evaluate when AI accelerates a workflow.
• Strong communicator who can translate complex analysis into clear, concise narratives for senior leaders.
• Builder mindset. Energized by standing up new processes, improving existing ones, and creating structure where none exists.
• Thrive in ambiguity. Turn unclear prompts into structured plans of action.
• Deeply collaborative. Build trust quickly across functions and levels.
• Advanced proficiency in Google Sheets or Excel, including complex financial modeling, pivot tables, and formula-driven analysis.
• Working knowledge of CRM systems, preferably Salesforce.
• Experience with BI tools such as Looker, Omni or Tableau, or proficiency in SQL (preferred).