Central Planning, Sr Strategy & Ops Manager — Emerging Mid-Market

Overview

This role supports a high-leverage growth initiative within a larger multi-billion-dollar franchise. The position serves as the strategic engine behind scaling: developing an independent forecast and revenue viewpoint, driving capital-allocation logic, and establishing an operating cadence that turns analysis into executive decisions.

Working within the Planning & Reporting Center of Excellence and partnering closely with EMM Sales leadership, the VP of SMB Sales, and Finance, you will evolve reporting from reactive outputs into a forward-looking planning engine.

Responsibilities

Forecast & Revenue Point of View

• Build and own an independent EMM forecast and revenue point of view (not a roll-up of others’ numbers)
• Drive forecast hygiene and deal-signal discipline (e.g., Gong-based forecasting), including weekly accuracy and variance analysis against plan
• Maintain the planning source of truth, including weekly channel splits and operational plans, as the single reference for EMM targets

Rhythm of Business & Reporting

• Run the EMM rhythm of business (own WBR/QBR cadence, materials, and decision follow-through)
• Produce business performance reporting that sales leadership and Finance trust and act on
• Automate recurring reporting to reduce manual effort and enable higher-value work

Quota & Capacity Planning

• Own EMM quota and capacity planning by translating segment targets into seller-level quotas and the inputs required to achieve them
• Build and maintain a CAC-rightsized capacity model that connects investment to required capacity and expected output
• Manage Anaplan hierarchy and planning data integrity; partner with Finance on forecasting and quota setting

Qualifications

Required

• 5–8+ years in sales planning, revenue/sales operations, FP&A, or business analytics at a SaaS or technology company
• Strategy consulting experience (e.g., McKinsley, Bain, BCG)
• Proven experience owning forecasting and a revenue point of view, including building bottoms-up models and explaining variance to plan
• Hands-on quota and capacity planning experience, translating targets into seller-level goals and required inputs
• Advanced modeling in Excel/Google Sheets; proficiency with a planning platform (Anaplan or similar) and BI tools (Tableau); SQL a plus
• Agentic AI fluency, including experience running a state-of-the-art AI tool stack with agentic go-to-market use cases
• Strong command of the sales funnel and core B2B SaaS metrics (pipeline, conversion, productivity, and ARR)
• Exceptional attention to detail and data integrity; numbers are trusted without re-checking
• Clear communication skills, translating forecasts and capacity models into narratives leaders and Finance act on
• Comfort in a fast-paced, dynamic environment; Bachelor’s in Finance, Economics, Business, or a related quantitative field
• MBA a plus

Preferred

• Experience standing up or running a rhythm of business (WBR/QBR) for a sales organization
• Familiarity with Anaplan hierarchy management and forecasting tools such as Gong
• Track record of automating recurring reporting to reduce manual effort
• Familiarity with QuickBooks Advanced or the SMB / Emerging Mid-Market segment
• Prior partnership with Finance on forecasting and quota setting
• GitHub repositories showcasing AI GTM fluency

Compensation & Benefits

The employer provides a competitive compensation package with pay for performance rewards. This position may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.

Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. Regular comparisons across categories of ethnicity and gender are conducted to drive fair pay.

Expected Base Pay Range For This Position

• Mountain View: $163,000 - $220,500
• New York: $164,500 - $222,500

Location

• Mountain View
• New York