GTM Forecasting & Pipeline Governance Manager

Trace3; Irvine (CA); On-site; USD 115,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) + benefits

Competitive compensation

Training programs

Office snacks/beverages

Collaborative culture

Paid time off

Job summary

Trace3 is seeking a GTM Forecasting & Pipeline Governance Manager in Irvine, CA. You will lead forecasting governance, pipeline analysis, and data-led decision support within the GTM Strategy & Operations team.

You will build models, ensure data quality, and partner with Sales, Finance, and data teams to drive forecast accuracy and revenue growth. Strong Excel/Power BI and CRM experience are essential.

Qualifications

• Bachelor’s degree in business/finance/economics/analytics or equivalent.
• 5+ years in revenue/sales operations, forecasting, or analytics.
• Strong knowledge of B2B forecasting and pipeline concepts.
• Experience building forecasting models and BI dashboards.
• Analytical mindset with financial modeling skills.
• Advanced Excel and Power BI; CRM experience preferred.
• Experience handling large datasets from multiple systems.
• Ability to identify data quality issues and forecast variances.
• Experience creating executive-ready dashboards and reports.
• Strong collaboration across Sales, Finance, and Ops.

Responsibilities

• Develop and maintain governance standards across opportunity lifecycle.
• Improve forecasting processes, submission cadences, and reporting.
• Analyze pipeline and forecast for risks and opportunities.
• Monitor data quality: close-date accuracy, aging, and stages.
• Create forecasting models and analytical frameworks.
• Measure forecast accuracy, coverage, win and conversion rates.
• Collaborate with Sales, Revenue Ops, and Finance on variances.
• Document methodologies, metrics, and governance.
• Develop dashboards and recurring reports on pipeline health.
• Support change management and user adoption of processes.

Skills

Revenue operations

Sales forecasting

Data analysis

Power BI

Excel advanced

CRM systems

Cross-functional collaboration

Executive communication

Education

Bachelor’s degree

Tools

Microsoft Dynamics 365

Salesforce

Job description

GTM Forecasting & Pipeline Governance Manager

Irvine, CA, United States

Who is Trace3?

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.

Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!

Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.

Ready to discover the possibilities that live in technology?

Come Join Us!

Street-Smart-Thriving in Dynamic Times

We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.

Juice -The “Stuff” it takes to be a Needle Mover

We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentallymapping outevery checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.

Teamwork -Humble, Hungry and Smart

We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.

JOB SUMMARY:

The GTM Forecasting & Pipeline Governance Manager is responsible for supporting and enhancing Trace3's sales forecasting and pipeline governance processes. As part of GTM Strategy & Operations, this role partners closely with Sales, Revenue Operations, Finance, business-unit leaders, and data teams to improve forecast accuracy, pipeline visibility, data quality, and reporting consistency across the organization.

This role develops forecasting models, analyzes pipeline performance, and provides data-driven insights that support planning, forecasting, and business decision-making. Through ongoing monitoring of pipeline health, forecast trends, and governance standards, the Revenue Forecasting & Pipeline Governance Manager helps identify risks, improve predictability, and support revenue growth objectives.

SUMMARY OF ESSENTIAL JOB FUNCTIONS:

• Develop, document, and maintain opportunity stage definitions, stage-entry requirements, exit criteria, required fields, and governance standards across the opportunity lifecycle.
• Support the administration and continuous improvement of sales forecasting processes, methodologies, submission requirements, review cadences, and reporting standards.
• Conduct recurring pipeline and forecast analyses to identify forecast risks, pipeline gaps, conversion trends, and business performance opportunities.
• Monitor pipeline data quality, including close-date accuracy, opportunity aging, stage duration, data completeness, and forecast category alignment.
• Develop and maintain forecasting models, assumptions, and analytical frameworks used to evaluate expected business performance.
• Measure and report forecast accuracy, pipeline coverage, win rates, conversion rates, slippage, opportunity aging, and other key sales performance indicators.
• Analyze opportunity-level and portfolio-level data to identify trends, risks, opportunities, and areas requiring management attention.
• Partner with Sales, Revenue Operations, and Finance stakeholders to investigate forecast variances and support reforecasting activities when needed.
• Maintain documentation for forecasting methodologies, metric definitions, reporting logic, governance standards, and business processes.
• Collaborate with CRM, BI, and systems teams to enhance reporting capabilities, automate processes, strengthen data quality, and improve forecast visibility.
• Develop recurring dashboards, reports, and analyses that provide visibility into pipeline health, forecast performance, and key business trends.
• Support change management, training, and adoption efforts related to forecasting processes, pipeline governance standards, and system enhancements.
• Identify opportunities to improve forecast accuracy, reporting effectiveness, pipeline visibility, and operational efficiency through process improvements and analytical insights.
• Prepare executive-ready reporting and presentations that communicate forecast performance, pipeline trends, business risks, and recommended actions.
• Maintain documentation and controls supporting reporting accuracy, forecasting consistency, and audit readiness.

REQUIRED SKILLS AND EXPERIENCE:

• Bachelor's degree in Business, Finance, Economics, Analytics, Information Systems, or a related field, or an equivalent combination of education and experience.
• 5+ years of experience in revenue operations, sales operations, forecasting, pipeline management, finance, business analytics, or a related analytical discipline.
• Strong understanding of B2B sales forecasting and pipeline management concepts, including opportunity stages, qualification methodologies, forecast categories, pipeline coverage, conversion rates, win rates, sales cycles, and forecast accuracy measurement.
• Experience developing forecasting models, pipeline analyses, performance reporting, and business intelligence dashboards.
• Strong analytical, financial modeling, and problem-solving skills, with the ability to evaluate trends, risks, opportunities, and performance drivers.
• Advanced Microsoft Excel and Power BI skills required; experience with CRM platforms such as Microsoft Dynamics 365 or Salesforce preferred.
• Experience working with large datasets, integrating information from multiple systems, and developing scalable reporting and analytical processes.
• Ability to identify and investigate data quality issues, forecast variances, performance trends, and operational risks.
• Experience creating dashboards, reports, and executive-ready analyses that support planning, forecasting, and business decision-making.
• Strong collaboration and business partnership skills, with the ability to work effectively across Sales, Finance, Revenue Operations, GTM Operations, and business-unit leadership.
• Excellent written, verbal, and presentation skills, including the ability to communicate complex analytical findings to technical and non-technical audiences.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
• Experience within a technology, value-added reseller (VAR), distribution, managed services, or similar multi-offering sales environment preferred.

Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.

$115,000 - $125,000 USD

The Perks

• Comprehensive medical, dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
• Competitive Compensation
• Training and development programs
• Major offices stocked with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off

Our Commitment

At the core of Trace3's DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership, character, and passion in all that we do.

We’re committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow. We recognize that embracing diversity drives innovation, improves outcomes, fosters collaboration, boosts teammate satisfaction, and builds a more inclusive culture.

As an equal opportunity employer, Trace3 bases all employment decisions based on individual qualifications, merit, and business requirements. We do not engage in discrimination on the basis of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability, genetic information, or any other characteristic protected by federal, state, or local law.

Any demographic information provided is strictly voluntary, kept confidential in accordance with Equal Employment Opportunity (EEO) regulations, and will not be used in employment decisions, including hiring, promotions, or mentorship programs. We are committed to providing equal employment opportunities for all.

If you require a reasonable accommodation to complete the application process or participate in an interview, please email [e-mail].

***To all recruitment agencies:Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.