Invoca

Revenue Operations

• Lead end-to-end GTM planning processes across Sales and Customer Success — including booking target setting, quota design, and headcount alignment
• Own forecast methodology and accountability frameworks for Sales and Customer Success leadership, ensuring consistency across pipeline stages, forecast categories, and conversion logic
• Partner with Finance to align on revenue plan modeling, targets, and performance trends across segments and roles
• Drive annual planning and scenario modeling for revenue growth, territory structures, and compensation investment
• Design and manage compensation plans for Sales and Customer Success teams, including plan mechanics, modeling, SPIFFs, and OTE alignment
• Align quota-setting frameworks with booking targets and capacity assumptions across all GTM roles
• Serve as the bridge between RevOps, Finance, HR, and Sales/Customer Success leadership on all comp plan and quota-related initiatives
• Ensure comp governance, incentive plan documentation, and performance measurement consistency
• Oversee analytics and reporting across the entire GTM motion: funnel conversion, sales productivity, and CS retention/expansion performance
• Build and manage strategic dashboards, KPI scorecards, and performance metrics to inform decisions across Sales, CS, and Marketing leadership
• Deliver executive-ready insights for QBRs, board decks, and weekly business reviews
• Partner with BI and RevTech teams to maintain data hygiene, ensure consistency, and optimize self-serve reporting
• Lead the Deal Desk function, managing custom pricing, non-standard terms, discount governance, and quote-to-close execution
• Partner with Legal, Finance, and Sales leadership on deal structure, margin protection, and policy alignment
• Enforce deal policies and pricing guidelines while enabling deal velocity and competitive positioning
• Track and report on deal desk performance, policy exceptions, and margin trends
• Directly manage a high-impact team
• Drive alignment across leadership stakeholders to support seamless GTM execution
• Establish operating rhythms for planning cycles, forecast reviews, and compensation cycles

Senior Director, Revenue Strategy, Planning and Analytics

• 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 geo. Partner 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.

Senior Revenue Strategy & Planning Analyst, Planning and Forecasting

Security Analyst

• Shape AI & Security Compliance by executing a comprehensive global AI and security compliance strategy and aligning with business objectives.
• Strengthen Audit & Risk Management by participating in regular internal and external AI and information security audits, identifying control gaps, and building a comprehensive risk register.
• Advance Policy & Program Development by creating and updating policies addressing emerging AI risks (adversarial AI, data poisoning, model drift) and embedding responsible AI practices into the development lifecycle.
• Build Customer Trust & Enable Sales by responding to customer AI and security questionnaires, supporting Customer Success and Sales, and developing scalable compliance documentation and AI risk transparency materials.
• Drive Education & Awareness by keeping stakeholders informed about new AI regulations, training employees on AI risk management and ethical AI principles, and preparing the organization for audits and certifications.
• Team Enablement & Leadership by providing roadmap guidance, mentoring junior team members, and participating in on-call rotations to support security operations and incident response.

Senior Information Security Analyst, AI

Full-stack Engineer

• Take ownership of small-to-medium features from technical design through to launch.
• Work collaboratively with your team to define, break down, and prioritize tasks.
• Focus on developing high-quality solutions without sacrificing productivity, making consistent progress on assigned tasks.
• Consider scalability, testability, supportability, observability, and maintainability in your approach, writing code that incorporates these principles with guidance from experienced engineers.
• Diagnose production issues (with verification from other team members) and contribute to suggesting solutions; communicate effectively within the team and externally.
• Build effective and collaborative working relationships with your team members and actively support diversity, equity, and inclusion at Invoca.
• Report to the Manager, Software Engineering and work on close-knit, cross-functional teams across databases, front ends, and telephony.

Software Engineer II

SDET

• Provide technical leadership; mentor other engineers; drive improvements in testing processes, methodologies, and tools.
• Design and develop robust, scalable automated test frameworks and create strategies for test environments and data.
• Lead performance, load, and stress testing to identify bottlenecks, analyze results, and ensure systems are built for scale.
• Collaborate across teams to integrate testing into development lifecycle; use metrics to drive continuous improvement.
• Shape quality strategy and evaluate/implement testing tools; champion a culture of quality across engineering organization.

Software Development Engineer in Test

Customer Success Manager

• Own and manage a portfolio of customers, understanding their business goals, challenges, and opportunities to drive engagement and success
• Develop and execute strategic account plans to maximize adoption, retention, and expansion
• Leverage human and digital touchpoints to guide customers throughout their lifecycle and manage $3-5M in revenue
• Employ data-driven insights, customer health indicators, and automation tools (e.g., Gainsight, Salesforce) to deliver personalized, proactive engagement
• Act as a strategic consultant, providing best practices and tailored solutions
• Lead customer training, business reviews, and enablement sessions via email, calls, and meetings
• Proactively identify risks and opportunities and coordinate with Sales, Product, Marketing, and Support
• Advocate for customers internally to influence product development and innovation
• Foster long-term relationships to ensure high satisfaction, advocacy, and loyalty
• Report to the Director of Customer Success and collaborate cross-functionally to deliver customer outcomes

Security Engineer

• Architect and secure the infrastructure and applications that power Invoca’s SaaS platform, ensuring robustness, scalability, and resilience.
• Embed security throughout the SDLC, driving secure architecture, coding, and deployment practices and adoption of scalable, testable, observable security controls.
• Guide teams through identifying, evaluating, and solving risk-based, high-impact security challenges; break down large initiatives into achievable outcomes.
• Take ownership of department-level projects, prioritize security work, and deliver solutions balancing risk reduction with business value.
• Mentor and coach other engineers; share security engineering expertise and grow the next generation of security leaders.
• Contribute to incident response, vulnerability management, and defensive strategies to detect, respond to, and learn from security events.
• Report to the Manager of Security and collaborate cross-functionally with product and engineering teams.

Staff Information Security Engineer

Account Manager

• About Invoca: Invoca leads the revenue execution platform market by using AI to link online marketing with offline sales teams and optimize every stage of the buying journey. With over 300 employees, 2,000+ customers, and $100 million in revenue, there are tremendous opportunities to continue growing the business. We are building a world-class SaaS company and have raised over $184 million from leading venture capitalists, including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. Growth Partners, and Salesforce Ventures.
• About the Team: The Account Management team at Invoca is a revenue-driving force focused on growing and expanding strategic customer relationships. We are a dynamic, results-oriented group responsible for managing a book of business, hitting quota, and identifying new opportunities for growth within our existing customer base.
• About the Role: Responsible for executing on retention and expansion goals, the Senior Account Manager ensures Invoca is aligned with the customers' needs and expectations by working cross-functionally with Customer Success and Account Executives to ensure the renewal and growth of every customer. In this position, you will be expected to craft and execute strategic account plans, support customer relationships, and demonstrate and quantify platform/feature value to ultimately ensure subscription renewal and expansion.
• You Will: Drive Account Success; Strategic Account Planning; Customer Relationship Management; Proactive Engagement; Software Demonstrations; Value Proposition Communication; Forecasting and Reporting; Cross-Functional Collaboration; Negotiation and Closure.
• You Have: Experience; Industry Knowledge; Technical Proficiency; Communication Skills; Negotiation Skills.
• Nice to Haves: Marketing Tech Experience; Vertical Experience.
• Salary, Benefits & Perks: At Invoca, all new hires in the U.S. receive benefits starting on day one of employment. Our benefits offerings include: Flexible Time Off; Paid Holidays; Health Benefits; Fertility assistance; Retirement; Stock Options; Mental Health Program; Paid Family Leave; Paid Medical Leave; InVacation; Wellness Subsidy; Position Base Range - $94,500 to $114,000 Salary Range / plus commission potential.
• DEI Statement: We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.
• LI-Remote