AOP Planning Consultant

Personally led or run an AOP (annual planning cycle) for a B2B or B2B SaaS company. Strong stakeholder management with the ability to drive alignment across functions and push toward closure. Advanced Excel or Google Sheets skills, comfortable building planning models from scratch. Ability to translate ambiguous inputs into a crisp plan with strong structure and clarity. Excellent communication skills with experience running working sessions, documenting decisions, and creating executive-ready outputs. Background in RevOps, Revenue Strategy, Strategy Consulting, or Founder’s Office within high-growth SaaS (nice-to-have). Familiarity with planning and operating cadences such as AOP, QBR, MBR, and forecasting rhythms (nice-to-have).

Lead development of the Annual Operating Plan (AOP) and supporting quarterly and bridge plans. Run the full planning cycle including data gathering, modeling, alignment, leadership reviews, and final plan packaging. Produce decision-ready outputs with clear assumptions, gaps, tradeoffs, and recommendations. Align targets, resource capacity, and performance expectations across GTM functions. Facilitate working sessions to lock goals and key metrics, pipeline and revenue assumptions, headcount capacity and productivity benchmarks, prioritization, and dependencies. Create or refine planning artifacts such as AOP templates, input sheets, planning calendar, decision log, and review checkpoints. Establish a repeatable planning cadence and documentation to enable smooth continuity.