Firstup Logo

Firstup

Manager, Revenue Analytics & Planning

Posted 18 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
120K-140K Annually
Senior level
Remote
Hiring Remotely in United States
120K-140K Annually
Senior level
Lead revenue forecasting, planning, and executive reporting across new, renewal, and expansion revenue. Manage and grow a revenue insights team while owning pre-sales analytics, forecast methodology, capacity and quota planning, and performance narratives. Build pipeline and forecast reporting, track conversion/velocity metrics, surface risks early, and apply AI to improve forecasting, anomaly detection, and automated insights.
The summary above was generated by AI
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 Salesforce.com and Clari for reporting, dashboards, and pipeline data structures

  • Experience with quota and territory planning methodologies

  • Strong business judgment and communication skills

HQ

Firstup San Francisco, California, USA Office

123 Mission Street, 25th Floor, San Francisco, CA, United States, 94105

Similar Jobs

Cielo Projects Logo
Cielo Projects

Manager, Revenue Analytics & Planning

Yesterday
In-Office or Remote
115K-140K Annually
Mid level
115K-140K Annually
Mid level
Software • Industrial • Automation • Manufacturing
Lead production and delivery of revenue operations reporting for Sales, Marketing, Customer Success, and Partners. Build forecasts, pipeline inspection, productivity and quota reporting, churn and renewal tracking, and partner performance views. Manage a small analytics team, improve data quality and automation, and support CRO operating rhythms and executive reporting.
Top Skills: LookerTableau
Mondelēz International Logo
Mondelēz International

Security Engineer

An Hour Ago
Remote or Hybrid
6 Locations
122K-168K Annually
Senior level
122K-168K Annually
Senior level
Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Assess and manage information security risks, develop security standards and roadmaps, design and implement network security infrastructure (firewalls, IDS/IPS, VPN, NAC), monitor threats with SIEM/NDR, lead incident response, and advise technical teams on secure, compliant architectures across on-premises, OT/ICS, and cloud environments.
Top Skills: AnsibleAWSAzureBgpCertificate ManagementCisco AsaCloud-Native FirewallsDdos MitigationDhcpDnsFirepowerFortinetGCPIdsIpsMicrosoft SentinelNacNdrNgfwOspfPacket AnalysisPalo Alto NetworksPkiPowershellProxyPythonSd-WanSecurity GroupsSIEMSplunkSsl/TlsTcp/IpVpnWafZtna
Square Logo
Square

Strategic Programs Lead

An Hour Ago
Remote or Hybrid
7 Locations
164K-297K Annually
Senior level
164K-297K Annually
Senior level
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Lead end-to-end delivery of high-priority, cross-functional Revenue initiatives including product and partnership launches. Develop integrated program plans, establish governance and operating cadences, drive cross-functional alignment, manage risks and dependencies, and create repeatable launch frameworks and executive communications to ensure successful market readiness and post-launch stabilization.

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account