Senior Revenue Strategy & Planning Analyst, Planning and Forecasting
94000 - 115000 USD per year
Company:Invoca
Location:U.S., EST, PST
Languages:English
Seniority level:Senior, 5+ years
Experience:5+ years
Skills:
Data AnalysisExcel VBASalesforceTableauStrategyBusiness OperationsMicrosoft ExcelAnalytical SkillsAttention to detailFinancial analysisData modelingSaaSCross-functional collaboration
Requirements:
5+ years of experience in Revenue Operations, Sales Strategy, BizOps, or FP&A in a B2B SaaS environment. Deep expertise in quota design, capacity modeling, and comp plan mechanics. Proven ability to conduct complex Excel/Google Sheets modeling, sensitivity analysis, and scenario planning. Strong understanding of GTM funnel metrics, pipeline coverage, sales productivity, and revenue forecasting. Collaborative working style with the ability to influence across Sales, CS, Finance, and RevOps leadership. Ability to translate complex analysis into clear, actionable recommendations for senior stakeholders. Detail-oriented mindset with a strong bias for structure, clarity, and accuracy. Comfortable working with ambiguity, shifting priorities, and fast-paced environments. High proficiency in Sheets/Excel, Salesforce, Tableau. Experience with Clari or BI tools is a plus.
Responsibilities:
Partner with Sales, CS, Finance, and RevOps leadership to define annual and quarterly booking targets. Support forecast methodology design and analyze assumptions. Identify revenue plan gaps and suggest course corrections. Support the development of Sales and CS compensation plans. Build quota frameworks aligned to booking targets and seller capacity. Build and maintain capacity models across the Revenue organization. Analyze performance trends to inform hiring plans and productivity targets. Analyze quota attainment trends, productivity patterns, and plan effectiveness. Contribute to executive-ready insights on forecast accuracy and pipeline health.
