Invoca

Invoca, the AI-powered conversation intelligence platform for B2C revenue teams.

Senior Revenue Strategy & Planning Analyst, Planning and Forecasting

Revenue OperationsRevenue OperationsFull TimeRemoteTeam 201-500Since 2012H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

41 days ago

Salary

$94K - $115K / year

Bachelor Degree5 yrs expEnglishTableau

Job Description

• You’ll partner closely with Sales leadership, Finance, and RevOps leaders to pressure-test performance assumptions, define booking targets, and ensure our sales capacity and comp design are aligned with company growth objectives. • Partner with Sales, CS, Finance, and RevOps leadership to define annual and quarterly booking targets across segments and roles • Support forecast methodology design, helping pressure-test bottom-up and top-down assumptions with scenario modeling and attainment sensitivity analysis • Identify gaps or risks in revenue plans and proactively surface recommendations to course correct • Support the development of Sales and CS compensation plans, including earnings curves, plan structures, SPIFF logic, and modeling of OTE vs attainment • Build quota frameworks aligned to booking targets and seller capacity, with segmentation by segment, role, and geoPartner with Finance and HR to validate compensation plan assumptions and model impacts • Build and maintain capacity models across the entire Revenue organization, including AEs, AMs, SDRs, SEs, CSMs, Professional Services, and Technical Account Managers • Analyze individual and team-level performance trends to inform hiring plans, productivity targets, coverage ratios, and book-of-business structures • Partner with RevOps and GTM leadership to run “what if” scenario planning around headcount changes, territory and account realignments, role coverage shifts, and compensation plan adjustments • Analyze quota attainment trends, productivity patterns, and plan effectiveness across Sales and CS • Partner with RevOps leaders to inform performance reviews, revenue retrospectives, and QBR prep • Contribute to executive-ready insights and narratives related to forecast accuracy, comp effectiveness, and pipeline health

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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