Manager, Revenue Analytics & Planning

At Firstup , a Most Loved Workplace® certified employer in the SaaS Technology Company space.

Position Overview

Responsibilities

Leadership

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

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