Lead, Revenue Planning and Strategy

StackAdapt; United States; Remote; USD 80,000 - 140,000; Full time

Job summary

An established industry player is seeking a Lead for Revenue Planning and Strategy to enhance operational efficiency within their sales organization. This remote role involves driving strategic planning, delivering insightful analytics, and collaborating with cross-functional teams to optimize sales productivity. The ideal candidate will leverage their analytical skills to provide data-driven insights, improve forecasting accuracy, and enhance overall business performance. Join a diverse and inclusive team committed to innovation and excellence in the digital advertising space, where your contributions will help shape the future of advertising.

Qualifications

• 5+ years in sales operations or revenue operations with strong analytical skills.
• Proficient in Excel, Google Sheets, and SQL for data-driven insights.

Responsibilities

• Lead sales planning and forecasting processes to enhance operational efficiency.
• Design dashboards to track KPIs and provide actionable insights for sales teams.

Skills

Sales Operations

Revenue Operations

Data Analysis

Problem-Solving

Communication Skills

Tools

Excel

Google Sheets

SQL

Anaplan

Pigment

Job description

StackAdapt is a self-serve advertising platform that specializes in multi-channel solutions including native, display, video, connected TV, audio, in-game ads, and digital out-of-home ads. We empower thousands of digitally-focused companies to deliver outcomes and exceptional campaign performance every day. StackAdapt was founded with a vision to be more than an advertising platform; it’s a hub of innovation, imagination, and creativity.

We are seeking a Lead, Revenue Planning and Strategy to drive strategic planning, deliver insightful analytics, and improve operational efficiency within our sales organization. This role will support sales leadership in forecasting, pipeline management, business performance tracking, and process optimization. The ideal candidate is highly analytical, detail-oriented, and capable of translating data-driven insights into actionable business decisions.

StackAdapt is a Remote First company; we are open to candidates located anywhere in Canada or the US for this position.

What you'll be doing:

• Lead annual and quarterly sales planning, including territory design, quota allocation, and capacity planning.
• Collaborate with finance, marketing, P&C, and sales leadership to define and refine revenue targets and effectively manage headcount/capacity.
• Provide insights on go-to-market strategy, market penetration, and growth opportunities.
• Drive the sales forecasting process, ensuring accuracy and consistency across different regions and teams.

Analytics & Performance Insights

• Design and maintain dashboards and reports to track key performance indicators (KPIs).
• Conduct deep-dive analyses to identify trends, inefficiencies, and growth opportunities.
• Provide actionable insights to optimize sales productivity and conversion rates.

Planning & Forecasting Tool Implementation

• Lead the evaluation, selection, and implementation of planning and forecasting tools to enhance sales operations efficiency.
• Work cross-functionally with IT, finance, and sales teams to ensure seamless integration with CRM and BI platforms.
• Drive adoption by providing training and best practices to sales and RevOps teams.
• Continuously assess and optimize forecasting models and automation capabilities.

Cross-Functional Collaboration

• Work closely with marketing, finance, and customer success teams to align sales objectives with company goals.
• Partner with enablement teams to support training and development initiatives for sales teams.
• Provide analytical support for leadership meetings, QBRs, and strategic initiatives.

What you’ll bring to the table:

• 5+ years of experience in sales operations, revenue operations, or a related analytics role.
• Expertise in Excel/Google Sheets and SQL for data analysis.
• Experience with sales forecasting (using tools like Anaplan, Pigment), territory planning, and quota management.
• Excellent problem-solving skills with a data-driven mindset.
• Strong communication skills with the ability to present insights to senior stakeholders.
• Experience in SaaS, AdTech, or similar high-growth industries is a plus.

StackAdapt is a diverse and inclusive team of collaborative, hardworking individuals trying to make a dent in the universe. No matter who you are, where you are from, who you love, follow in faith, disability (or superpower) status, ethnicity, or the gender you identify with (if you’re comfortable, let us know your pronouns), you are welcome at StackAdapt. If you have any requests or requirements to support you throughout any part of the interview process, please let our Talent team know.

About StackAdapt

We've been recognized for our diverse and supportive workplace, high performing campaigns, award-winning customer service, and innovation. We've been awarded:

• Ad Age Best Places to Work 2024
• G2 Top Software and Top Marketing and Advertising Product for 2024
• Campaign’s Best Places to Work 2023 for the UK
• 2024 Best Workplaces for Women and in Canada by Great Place to Work
• #1 DSP on G2 and leader in a number of categories including Cross-Channel Advertising

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