Description
As the Business Insights and Planning Manager, you will partner across the Americas Sales and Revenue Operations teams to accelerate growth through strategic analytics and planning. This is a high-impact revenue intelligence position focused on generating insights and influencing execution.
A critical component of this role is serving as the primary advocate for the Americas, representing regional performance and requirements to global teams to drive cross-functional alignment. You will translate complex data into clear, actionable decisions across the revenue organization, acting as a self-starter who can manage independent workstreams while serving as a trusted thought partner to leadership.
Responsibilities
Strategic Revenue Insights
Conduct hypothesis-driven analysis to identify trends and risks. Move beyond "what happened" to clearly articulate "why," recommending specific commercial actions to accelerate growth.
Annual Sales Planning & Modeling
Lead the analytical engine for annual planning, including quota and capacity modeling, and provide data-driven recommendations for territory segmentation to optimize sales coverage.
Executive Presentation
Build compelling data packs and decks for quarterly business reviews (QBRs), strategic planning and pipeline generation reviews, presenting key regional performance insights to senior and VP-level stakeholders.
Revenue Intelligence Framework
Support and refine the end-to-end revenue intelligence model, ensuring a unified view across pipeline, bookings, funnel performance, and sales onboarding.
Metric Clarity & Data Stewardship
Drive metric consistency across Salesforce, Google Suite, Forecasting tools. Lead data cleanup initiatives to ensure high-quality inputs and partner with global teams to improve data usability.
Global Alignment & Representation
Serve as the lead voice for the Americas in global forums; ensure regional nuances are represented in global reporting frameworks and drive alignment between regional execution and global strategy.
Audience-Scaled Communication
Deliver tailored insights ranging from simple, actionable signals for field sales to high-level trend implications and strategic choices for the executives.
Requirements
Professional Experience
8+ years of experience in Sales/Revenue Operations, Revenue Intelligence, or Management Consulting.
Education
Bachelor’s Degree in Business, Finance, Economics, Analytics, Data Science, or a related field.
Technical Proficiency
Advanced proficiency in Google Suite, Power BI and Excel (including SQL, data modeling, and DAX) to perform complex performance analysis across multiple systems.
AI Leverage
Demonstrated ability to leverage AI tools to accelerate data analysis, automate reporting workflows, and enhance the speed of insight generation.
Planning Expertise
Direct experience in sales capacity modeling, quota setting, and account segmentation methodologies.
Executive Presence
Proven ability to influence senior stakeholders and represent regional interests effectively within a complex, matrixed global organization.