Lead, Revenue Planning and Strategy

StackAdapt; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Lead in Revenue Planning and Strategy to enhance operational efficiency and drive strategic planning. In this pivotal role, you will collaborate with cross-functional teams, leveraging your analytical skills to provide actionable insights and optimize sales productivity. You will lead the sales forecasting process, ensuring accuracy while implementing planning tools to streamline operations. Join a diverse and innovative team committed to making a difference and enjoy the flexibility of a remote-first work environment. If you're passionate about data-driven decision-making and thrive in a dynamic setting, this opportunity is perfect for you.

Qualifications

• 5+ years of experience in sales operations or related analytics role.
• Expertise in Excel/Google Sheets and SQL for data analysis.
• Experience with sales forecasting and territory planning.

Responsibilities

• Lead annual and quarterly sales planning and quota allocation.
• Design dashboards to track key performance indicators (KPIs).
• Collaborate with teams to align sales objectives with company goals.

Skills

Sales Operations

Revenue Operations

Data Analysis

Forecasting

Excel/Google Sheets

SQL

Problem-Solving

Communication

Tools

Anaplan

Pigment

Job description

Join to apply for the Lead, Revenue Planning and Strategy role at StackAdapt.

StackAdapt is a self-serve advertising platform specializing 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. Founded with a vision to be more than just 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 supports 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, open to candidates located anywhere in Canada or the US for this position.

What you'll be doing:

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

Analytics & Performance Insights

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

Planning & Forecasting Tool Implementation

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

Cross-Functional Collaboration

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

What you’ll bring to the table:

1. 5+ years of experience in sales operations, revenue operations, or a related analytics role.
2. Expertise in Excel/Google Sheets and SQL for data analysis.
3. Experience with sales forecasting (using tools like Anaplan, Pigment), territory planning, and quota management.
4. Excellent problem-solving skills with a data-driven mindset.
5. Strong communication skills with the ability to present insights to senior stakeholders.
6. Experience in SaaS, AdTech, or similar high-growth industries is a plus.

At StackAdapt, we are a diverse and inclusive team committed to making a difference. We welcome applicants regardless of background, identity, or ability. If you require accommodations during the interview process, please inform our Talent team.

About StackAdapt

We have been recognized for our diverse and supportive workplace, high-performing campaigns, award-winning customer service, and innovation. Our accolades include:

• 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 (UK)
• 2024 Best Workplaces for Women and in Canada (Great Place to Work)
• #1 DSP on G2 and leader in categories including Cross-Channel Advertising

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Industries: Technology, Information, and Internet