Manager, Revenue Analytics & Planning
TLDR
Own revenue predictability and planning across all revenue streams; lead a post-sales analytics team and apply AI to forecasting.
Own revenue predictability, planning, and executive insight across new, renewal, and expansion revenue. Acts as a player-coach — managing a post-sales analyst (scaling to 2-3 as the team grows) while personally owning pre-sales analytics and planning. Responsible for forecast accuracy, capacity planning, performance narrative, and applying AI to drive efficiency and predictive insight.
ResponsibilitiesLeadership
Manage and coach a Revenue Insights Analyst focused on post-sales analysis; hire and scale the team as scope grows
Own pre-sales analytics and planning personally while overseeing team output and quality
Forecasting & Planning
Own forecast methodology and accuracy across all revenue streams
Lead forecast cadence and executive performance reviews
Build and manage capacity models (headcount, coverage, productivity)
Lead annual and quarterly planning processes; integrate pipeline signals with planning assumptions
Lead quota and territory planning processes, ensuring capacity, coverage, and quota assumptions are aligned and data-backed
Insights & Reporting
Translate performance data into actionable insight, including CAC, sales effectiveness, and full-funnel conversion/velocity across new, renewal, and expansion
Proactively flag performance risks and pipeline gaps early - before quarter-end - with clear recommended actions
Deliver executive and Board-level reporting
Presales reporting including
Build and maintain pipeline reporting (coverage, conversion, progression, aging)
Support forecast process (rollups, validation, scenarios)
Track leading indicators (pipeline creation, early-stage conversion)
Produce weekly forecast packages and dashboards
Ensure data accuracy and reporting consistency
AI & Efficiency
Implement approaches to apply AI to streamline forecast modeling and scenario generation
Use AI-driven anomaly detection to surface pipeline/forecast risk earlier
Leverage AI to automate draft narratives and insights, freeing time for judgment-level analysis
6–10 years in RevOps, FP&A, or analytics roles; prior people management or player-coach experience preferred
Strong forecasting and financial modeling experience
Experience supporting executive-level decision-making
Advanced Excel/BI skills; familiarity with AI/ML tools applied to forecasting or analytics a plus
Strong hands-on knowledge of Salesforce.com and Clari for reporting, dashboards, and pipeline data structures
Experience with quota and territory planning methodologies
Strong business judgment and communication skills
Why Firstup?
Because you care - about people, the work you do, and the connections you make. Work is such a large part of life; it only makes sense to make it awesome.
If you want to engage brilliant minds in a high-growth and inclusive environment where ideas are rewarded regardless of who they come from, join us. This is a rapidly changing space so if you thrive on ambiguity, are hungry for a challenge, and have the guts to speak your mind, you could be a perfect fit.
We offer an excellent PTO program, great health benefits, a casual and friendly environment, remote work, and a leadership team who truly believes in your growth – both personally and professionally.
Firstup is committed to providing equal employment opportunities to all applicants for employment and to all employees, without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, protected disability, veteran status, or any other protected status in accordance with applicable federal, state or local laws.
Benefits
Health Insurance
great health benefits
Paid Time Off
We offer an excellent PTO program
Remote-Friendly
remote work
Firstup builds a platform that enhances the employee experience by serving as the essential communication pipeline for large organizations. With a focus on connecting over 17 million employees daily, we partner with 40 of the Fortune 100 companies to streamline workforce communications and improve engagement at every critical moment.
- Employees
- 201-500 employees
- Industry
- Internet Software & Services
- Total raised
- $47M raised