Product Strategy Lead – Revenue Forecast Modeling

Jobtailor; California (MO); Hybrid; USD 140,000 - 190,000; Full time

Job summary

Jobtailor is seeking a senior strategy professional to own revenue forecast modeling and strategic initiatives across multiple business units. You will partner with senior leaders to develop decision-ready materials and drive evidence-based recommendations.

The role requires strong experience in B2B SaaS strategy, AI-enabled products, and high-growth environments, with a focus on clear, executive-level storytelling and cross-functional collaboration.

Qualifications

• 5+ years of experience in management consulting, FP&A, corporate strategy, or product strategy.
• Demonstrated ownership of complex cross-functional initiatives.
• Strong quantitative and financial modeling background.
• Ability to build and maintain forecast, commit, or revenue models from first principles.
• Ability to break down complex business questions into structured analyses, hypotheses, decision trees, and recommendation paths.
• Excellent written and verbal executive communication skills.
• Experience creating decision memos, strategy narratives, briefing documents, and senior leadership presentations.
• Domain depth in B2B SaaS go-to-market strategy.
• Working knowledge of AI, agents, platform products, consumption models, and enterprise software buying motions.
• Ability to work in highly ambiguous, fast-moving environments.
• Prior experience at a top-tier strategy consulting firm at Consultant level or above, or FP&A background at a high-growth SaaS company (preferred).
• Experience with revenue/commit forecasting models, pipeline analytics, or financial planning cycles (preferred).
• Experience with monetization, pricing, packaging, consumption models, or GTM strategy for AI, platform, or usage-based products (preferred).
• Experience using advanced AI tools, copilots, or agent frameworks (preferred).

Responsibilities

• Own business use case revenue forecast modeling, translating initiative drivers into commit views for senior leadership.
• Lead strategy workstreams end-to-end, framing ambiguous problems and developing issue trees and workplans.
• Act as a strategic thought partner to senior leaders across product, field, pricing, marketing, finance, and customer success.
• Synthesize interviews, market scans, pricing signals, and internal performance into clear points of view.
• Drive customer-backed strategy development through interview guides and validation plans.
• Build executive-ready memos, decks, and business cases with forecast reporting.
• Facilitate cross-functional alignment by surfacing tradeoffs and building shared fact bases.

Skills

Revenue Forecasting

Financial Modeling

B2B SaaS GTM Strategy

Executive Communication

Cross-Functional Ownership

Quantitative Analysis

Decision Trees

Pipeline Analytics

Forecast Models

Business Case Development

Strategy Narratives

Data Synthesis

Market Research

Tools

AI Tools

Agent Frameworks

Forecasting Software

Presentation Software

Data Visualization Tools

Job description

• Own business use case revenue forecast modeling, translating initiative drivers, pipeline, and consumption data into revenue forecasts and commit views for senior leadership
• Lead high-impact strategy workstreams end-to-end, framing ambiguous business problems and developing issue trees, workplans, analyses, decision options, and executive recommendations
• Act as a strategic thought partner to senior leaders across Product, Field, Pricing, Marketing, Finance, and Customer Success
• Synthesize customer interviews, field feedback, competitive research, market scans, product roadmap inputs, usage data, pricing signals, and internal business performance into clear points of view
• Drive customer-backed strategy development through interview guides, stakeholder maps, focus groups, and validation plans
• Build executive-ready decision memos, leadership briefings, board-level decks, strategy narratives, business cases, and forecast/commit reporting
• Facilitate cross-functional alignment by surfacing stakeholder divergence and tradeoffs, building shared fact bases, and creating decision-making forums

Requirements

• 5+ years of experience in management consulting, FP&A, corporate strategy, or product strategy
• Demonstrated ownership of complex cross-functional initiatives
• Strong quantitative and financial modeling background
• Ability to build and maintain forecast, commit, or revenue models from first principles
• Ability to break down complex business questions into structured analyses, hypotheses, decision trees, and recommendation paths
• Excellent written and verbal executive communication skills
• Experience creating decision memos, strategy narratives, briefing documents, and senior leadership presentations
• Domain depth in B2B SaaS go-to-market strategy
• Working knowledge of AI, agents, platform products, consumption models, and enterprise software buying motions
• Ability to work in highly ambiguous, fast-moving environments
• Prior experience at a top-tier strategy consulting firm at Consultant level or above, or FP&A background at a high-growth SaaS company (preferred)
• Experience with revenue/commit forecasting models, pipeline analytics, or financial planning cycles (preferred)
• Experience with monetization, pricing, packaging, consumption models, or GTM strategy for AI, platform, or usage-based products (preferred)
• Experience using advanced AI tools, copilots, or agent frameworks (preferred)

Core Competencies

Demonstrates expertise in revenue forecasting, strategic analysis, and cross-functional collaboration, with a strong focus on B2B SaaS go-to-market strategies and financial modeling. Capable of synthesizing complex data into actionable insights and executive-level communications.

Highest-signal resume keywords

• Revenue Forecasting
• Financial Modeling
• B2B SaaS Go-To-Market Strategy
• Executive Communication
• Cross-Functional Initiative Ownership

Hard Skills

• Quantitative Analysis
• Decision Trees
• Pipeline Analytics
• Forecast Models
• Business Case Development
• Strategy Narratives
• Complex Problem Solving
• Data Synthesis
• Financial Planning
• Market Research

Soft Skills

• Strategic Thinking
• Collaboration
• Facilitation
• Communication
• Stakeholder Management

Industry Keywords

• Management Consulting
• Corporate Strategy
• Product Strategy
• Consumption Models
• Monetization
• Pricing Strategy
• High-Growth SaaS
• Executive Briefings
• Focus Groups
• Stakeholder Maps

Tools & Technologies

• AI Tools
• Agent Frameworks
• Forecasting Software
• Presentation Software
• Data Visualization Tools