Revenue Analytics & Planning Manager

**Who We Are** At Firstup, our mission is to improve the employee experience at every moment that matters, large and small. As the communication pipeline for the world's workforce, we now serve 40 of the Fortune 100 companies, reaching and connecting more than 17 million employees daily. Our employees are experts in the employee experience, workforce communications and technology. Joining Firstup means joining a movement to make work better for every worker. As the world’s first intelligent communication platform, Firstup meaningfully engages employees at every moment from hire to retire, and delivers engagement insights to help companies support, promote and retain their talent. Our movement has taken root and is evident in our world-class customer base. Now we need your help. Ready to make a difference in the world? ### Position Overview 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. ### 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 ### Qualifications - 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 and Clari for reporting, dashboards, and pipeline data structures - Experience with quota and territory planning methodologies - Strong business judgment and communication skills