Manager, Revenue Analytics – Planning

Firstup

Manager of Revenue Analytics & Planning at Firstup, improving employee experience for Fortune 100 companies. Lead revenue predictability and planning while utilizing AI-driven insights.

Posted 7/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in revenue forecasting, financial modeling, and analytics, with a strong focus on executive-level decision support and team leadership. Proficient in leveraging AI tools for enhanced forecasting accuracy and pipeline management.

Highest-signal resume keywords

Revenue ForecastingFinancial ModelingSalesforce.com ProficiencyQuota Planning MethodologiesAI-Driven Analytics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Forecast MethodologyCapacity ModelingData AccuracyPipeline ReportingPost-Sales AnalysisExecutive ReportingPerformance Data AnalysisScenario GenerationSales Effectiveness MetricsCAC Analysis

Soft Skills

Business JudgmentCommunication SkillsCoachingTeam Management

Tools & Technologies

ExcelBI ToolsClariAI/ML Tools

Industry Keywords

RevOpsFP&AAnalyticsExecutive InsightPerformance Reviews

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Own revenue predictability, planning, and executive insight across new, renewal, and expansion revenue.
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
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
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
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
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

Requirements

What you’ll need

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

Benefits

Comp & perks

excellent PTO program
great health benefits
casual and friendly environment
remote work
leadership team focused on personal and professional growth