Senior Director, Revenue Strategy, Planning & AI

INTEGRATION APPLIANCE, INC.; Palo Alto (CA); On-site; USD 220,000 - 300,000; Full time

Benefits offered by this job

Free lunches

Fully stocked kitchens

Wellness program

Flexible time off

Volunteer time off

Job summary

Intapp, headquartered in Palo Alto, California, seeks a Senior Director of Revenue Strategy, Planning and AI to own the operating plan, forecasting, territory and quota strategy, and AI adoption across a global Revenue org of 2,700+ firms.

You will build multi-year revenue models, design commission structures, establish forecasting methodologies, and present analyses to senior leadership and the board. Expertise in SQL, BI tools, and AI in high-growth SaaS is essential.

Qualifications

• Significant experience in Revenue Operations, Sales Operations, or Strategic Finance within a high-growth SaaS company.
• Proven track record owning AOP, territory planning, quota methodology, forecasting strategy, and executive reviews.
• Experience designing AI transformation initiatives and scaling applied AI in GTM organizations.

Responsibilities

• Lead the annual operating planning process for the global Revenue organization, developing multi-year growth models and aligning objectives with go-to-market strategy.
• Own global territory strategy, quota planning, sales capacity planning, and forecasting governance across pipeline, bookings, revenue, renewals, and customer metrics.
• Design and evolve sales compensation structures with Sales Leadership, Finance, and HR to align seller behavior with growth objectives.
• Define and execute the Revenue Operations AI strategy to improve forecasting accuracy and decision-making across the field.
• Build and maintain analytical models, KPI dashboards, and executive reporting infrastructure for revenue performance.

Skills

SQL

BI platforms

Forecasting

Sales Ops

AI transformation

Leadership

Executive presence

Data modeling

Looker

Tools

Tableau

Power BI

Looker

Job description

Revenue organizations don't run on instinct - they run on the operating systems built behind them. As Senior Director, Revenue Strategy, Planning and AI, you'll own that system at Intapp: the annual operating plan, forecasting discipline, territory and quota strategy, sales compensation design, and the AI adoption agenda that determines how our go-to-market organization performs at scale. Reporting to the Vice President of Revenue Operations, you'll serve as the strategic operating partner for a global Revenue organization serving more than 2,700 professional firms worldwide. This is a hands-on leadership role. You'll build multi-year revenue models, design commission structures, establish forecasting methodologies, and personally analyze the data that informs executive decisions - while also defining how Intapp Celeste and applied AI capabilities transform how Revenue operates. You'll need fluency in SQL, business intelligence platforms, and modern planning tools, combined with the executive presence to present recommendations to senior leadership and board-level audiences. Experience owning AOP, territory planning, quota methodology, and AI transformation in a high-growth SaaS environment is essential.

What you will do:

• Lead the annual operating planning process for the global Revenue organization, developing multi-year growth models and aligning corporate objectives with go-to-market strategy, investment priorities, and resource allocation.
• Own global territory strategy, account segmentation, quota planning, sales capacity planning, and forecasting governance across pipeline, bookings, revenue, renewals, and customer metrics.
• Design and evolve sales compensation strategy and incentive plan structures, partnering with Sales Leadership, Finance, and HR to align seller behavior with company growth objectives across annual planning cycles.
• Define and execute the Revenue Operations AI strategy - identifying, testing, and scaling applied AI solutions that improve forecasting accuracy, planning efficiency, seller productivity, and decision-making across the field organization.
• Build and maintain the analytical models, KPI frameworks, dashboards, and executive reporting infrastructure that provide visibility into revenue performance, pipeline health, and operational effectiveness across Sales and Customer Success.

What you will need:

Intapp is looking for intellectually curious, self-motivated professionals who like to get hands-on to contribute to the overall success of the business and their team.

• Significant experience in Revenue Operations, Sales Operations, or Strategic Finance within a high-growth SaaS company, with a track record of owning AOP, territory and quota planning, forecasting strategy, and executive business reviews.
• Proven experience designing and implementing sales compensation and commission structures that drive performance, align to business priorities, and evolve with organizational growth.
• Demonstrated success leading AI transformation initiatives - evaluating, adopting, and scaling applied AI and automation tools across go-to-market organizations, with strong understanding of generative AI and predictive analytics in a Revenue context.
• Strong analytical and technical capabilities, including hands-on experience with SQL, data modeling, and business intelligence platforms such as Tableau, Power BI, or Looker, with the ability to independently build reporting solutions and translate data into strategic recommendations.
• Experience presenting strategic recommendations, planning scenarios, and business insights to senior leadership and board-level audiences, with the executive presence to influence decisions and drive cross-functional alignment across Sales, Customer Success, Finance, and IT.

What you will gain at Intapp:

• Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
• Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
• Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most.
• We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
• Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/.

Intapp builds AI software to power the world’s top investment, legal, and consulting firms. Our clients face unique challenges: they must track and manage complex client relationships, navigate strict regulatory requirements, and manage sensitive deal information. We develop software specifically for these needs, helping firms find and win business, onboard clients safely and manage risk, deliver exceptional work, and capture full value.

Today, more than 2,700 firms worldwide rely on Intapp, including 95 of the Am Law 100, 16 of the top 20 accounting firms, and more than 1,700 private capital, investment banking, and real assets firms.

Intapp has helped firms achieve measurable impact - from 25% more pitch opportunities to 55% faster client onboarding - turning intelligence into competitive advantage.

Founded in 2000 and headquartered in Palo Alto, California, Intapp completed a successful IPO on June 30, 2021 (NASDAQ: INTA). Alongside a global ecosystem of partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation.