Strategy and Planning Lead – Billing/Revenue

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and sustain financial and operational models that link revenue objectives to hiring strategies, team capacity, and overall business performance.

• Assess headcount, productivity, ramp-up time, and quota achievement to guide leadership's investment choices.

• Convert business aspirations into actionable strategies, pinpoint gaps, and suggest enhancements for performance.

• Utilize LLMs to organize planning challenges, create analytical frameworks, construct models, and formulate recommendations, verifying outputs with business insights and actual data.

• Create go-to-market capacity models that connect headcount strategies to revenue objectives, anticipated achievements, and coverage needs across Sales and support teams.

• Establish staffing and capacity frameworks for supporting-role ratios among sales representatives and various business segments.

• Take ownership of productivity, ramp-up, attrition, and performance predictions to forecast headcount needs and assess investment scenarios.

• Collaborate with leadership on quota-setting methods and ramp expectations.

• Evaluate pipeline coverage needs, leading indicators, and activity benchmarks that support revenue objectives.

• Generate quarterly planning outputs, including quota recommendations, headcount strategies, capacity models, and investment proposals.

• Monitor plan-versus-actual performance across headcount, capacity, productivity, and quota achievement; identify discrepancies and assess business impact.

• Work together with Finance, Recruiting, and Data & Analytics to validate assumptions and ensure the accuracy of planning models.

• Create dashboards and reporting tools that enhance visibility into business performance, resource distribution, and future planning necessities.

• Enhance forecasting, reporting, and planning processes through automation and simplification.

• Share effective AI-native workflows, prompts, and models throughout Revenue Operations.

⛳️ Requirements

• Over 6 years of experience in Revenue Operations, Sales Operations, Strategic Finance, Financial Planning & Analysis (FP&A), or a comparable analytical role in a high-growth SaaS environment.

• Demonstrated expertise in constructing and managing headcount, capacity, productivity, or resource allocation models linked to revenue targets.

• Proficient experience in quota-setting, sales ramp modeling, and go-to-market strategies.

• Advanced skills in financial modeling and analysis, with the capability to build intricate models from the ground up and articulate the underlying assumptions.

• Strong grasp of revenue planning, sales productivity, pipeline coverage, and business performance indicators.

• Exceptional Excel or Google Sheets proficiency, with experience in creating sophisticated models and analyzing extensive datasets.

• Familiarity with SQL, BI tools, or data visualization platforms is advantageous.

• Experience collaborating across functions with Finance, Recruiting, Sales, and Data & Analytics teams.

• Comfortable navigating ambiguity and devising structured solutions from incomplete data.

• Innovative problem-solver with a strong drive to succeed.

• Self-sufficient and motivated, with the insight to seek assistance when necessary.

• Highly articulate, capable of conveying intricate analyses and strategic recommendations clearly both in writing and verbally.

• Exceptionally organized, able to juggle multiple projects and priorities in a fast-paced setting.

• Possess a builder's mentality: you find joy in creating frameworks, models, and systems that can scale rather than relying on pre-existing processes.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and flexible work schedules.

• Professional development opportunities and support for further education.

• Collaborative and inclusive company culture.