Invoca, the AI-powered conversation intelligence platform for B2C revenue teams.
Senior Revenue Strategy & Planning Analyst, Planning and Forecasting
Location
United States
Posted
41 days ago
Salary
$94K - $115K / year
Job Description
Job Requirements
- 5+ years of experience in Revenue Operations, Sales Strategy, BizOps, or FP&A in a B2B SaaS environment
- Deep expertise in quota design, capacity modeling, and comp plan mechanics
- Proven ability to conduct complex Excel/Google Sheets modeling, sensitivity analysis, and scenario planning
- Strong understanding of GTM funnel metrics, pipeline coverage, sales productivity, and revenue forecasting
- Collaborative working style with the ability to influence across Sales, CS, Finance, and RevOps leadership
- Ability to translate complex analysis into clear, actionable recommendations for senior stakeholders
- Detail-oriented mindset with a strong bias for structure, clarity, and accuracy
- Comfortable working with ambiguity, shifting priorities, and fast-paced environments
- Tools: High proficiency in Sheets/Excel, Salesforce, Tableau; experience with Clari or BI tools is a plus
Benefits
- Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed.
- Paid Holidays – Invoca provides 16 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family.
- Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options so you can choose what works best for you and your family. Fertility assistance is also included.
- Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%.
- Stock Options – All employees are invited to share in Invoca’s success through stock options.
- Mental Health Program – Well-being support on a broad range of issues is available through our SpringHealth program.
- Paid Family Leave – Up to 6 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members.
- Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs.
- InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service.
- Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more.
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