Senior Director, Revenue Strategy, Planning & Analytics
Invoca
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Benefits offered by this job
Job summary
Invoca is seeking a Senior Director of Revenue Strategy, Planning & Analytics to lead planning, forecasting, and analytics across Sales, Customer Success, and Marketing. This role guides deal desk, comp governance, and AI-enabled workflow optimization within a remote-first setup.
We seek a data-driven B2B SaaS leader who can scale operations, align senior stakeholders, and drive performance insights for executive reviews and board reporting.
Qualifications
- 12-15+ years of experience in Revenue Operations, GTM Strategy, or BizOps within high-growth B2B SaaS.
- Proven track record in strategic planning, comp/quota modeling, forecasting, and deal desk at scale.
- Strong cross-functional leadership with executive stakeholder alignment.
- Deep understanding of GTM funnel and performance drivers across segments.
- Analytical prowess with scenario modeling, performance metrics, and business cases.
- Hands-on experience with Salesforce, Clari, Tableau, Excel; familiarity with CPQ and BI platforms.
Responsibilities
- Lead end-to-end GTM planning across Sales and CS, including target setting and headcount alignment.
- Own forecast methodology and accountability frameworks across leadership levels.
- Partner with Finance to align revenue plan modeling and performance trends.
- Drive annual planning and scenario modeling for revenue growth and territory structures.
- Design and manage compensation plans and quota frameworks for GTM teams.
- Oversee analytics and reporting across the GTM motion with KPI dashboards.
- Lead Deal Desk for pricing, terms, discounts, and quote-to-close execution.
- Build and deploy AI-powered workflows and automation to improve analytics and planning.
Skills
Tools
Job description
Invoca is the revenue execution and platform leader that helps marketing, commerce, and contact center teams turn every conversation into revenue. Through its AI agents, Invoca engages, qualifies, and converts customers across SMS and voice, orchestrating seamless buyer journeys and measurable, profitable growth. With over 300 employees, 2,000+ customers, and $100M in revenue, the company continues to lead the category it created. Invoca's AI vision centers on using trustworthy, first-party data to deliver intelligent, authentic, and empathetic AI — connecting digital and human experiences to build lasting customer relationships. Invoca has raised $184M from leading investors, including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. Growth Partners, and Salesforce Ventures.
Our Revenue Operations, Strategy and Enablement organization is designed as a unified, end-to-end revenue engine - aligning Strategy, Operations, Systems, and Enablement across the full customer lifecycle. We have eliminated traditional Sales, Marketing, and Customer Success Ops silos and replaced them with clear ownership across planning, execution, and infrastructure, with data and AI embedded as core capabilities within our GTM operating model.
We're seeking a strategic, data-driven, and experienced Senior Director of Revenue Strategy, Planning & Analytics to lead a critical pillar within our Revenue Operations, Strategy and Enablement organization. This role is responsible for aligning planning, performance, analytics, and deal execution across the entire revenue organization - Sales, Customer Success, and Marketing.
You’ll serve as the senior leader for core revenue planning (forecasting, capacity modeling, quota setting, comp governance), cross-functional analytics (Sales, CS, and Marketing funnel insights), Deal Desk operations (strategic deal support, approvals, pricing enforcement), and AI-powered analytics innovation. This role plays a vital part in how we set targets, track progress, optimize GTM execution, and build the intelligence layer that drives operational excellence across the full customer lifecycle.
This leader reports to the VP of Revenue Operations, Strategy & Enablement, and partners closely with leaders across Sales, CS, Marketing, Finance, and Legal.
We're looking for a seasoned B2B SaaS leader who thrives in complexity, operates with clarity, builds for scale, and brings hands-on AI fluency to how they and their team work. This is a highly cross-functional role that touches everything from pipeline models and comp design to forecasting, board-level reporting, and AI-powered workflow automation.
- Lead end-to-end GTM planning processes across Sales and CS - including booking target setting, quota design, and headcount alignment
- Own forecast methodology and accountability frameworks for Sales and CS leadership, ensuring consistency across pipeline stages, forecast categories, and conversion logic
- Partner with Finance to align on revenue plan modeling, targets, and performance trends across segments and roles
- Drive annual planning and scenario modeling for revenue growth, territory structures, and compensation investment
- Design and manage compensation plans for Sales and CS teams (AEs, AMs, SDRs, SEs, CSMs, TAMs, Services), including plan mechanics, modeling, SPIFFs, and OTE alignment
- Align quota-setting frameworks with booking targets and capacity assumptions across all GTM roles
- Serve as the bridge between RevOps, Finance, HR, and Sales/CS leadership on all comp plan and quota-related initiatives
- Ensure comp governance, incentive plan documentation, and performance measurement consistency
- Oversee analytics and reporting across the entire GTM motion: funnel conversion, sales productivity, and CS retention and expansion performance
- Build and manage strategic dashboards, KPI scorecards, and performance metrics to inform decisions across Sales, CS, and Marketing leadership
- Deliver executive-ready insights for QBRs, board decks, and weekly business reviews
- Partner with BI and RevTech teams to maintain data hygiene, ensure consistency, and optimize self-serve reporting
- Lead the Deal Desk function, managing custom pricing, non-standard terms, discount governance, and quote-to-close execution
- Partner with Legal, Finance, and Sales leadership on deal structure, margin protection, and policy alignment
- Enforce deal policies and pricing guidelines while enabling deal velocity and competitive positioning
- Track and report on deal desk performance, policy exceptions, and margin trends
- Independently build, test, and deploy AI-powered workflows and automations across the analytics and planning functions - not just direct others to do so
- Identify high-impact opportunities to replace manual, recurring analytical work with AI-powered agents and automated pipelines
- Partner with Revenue Systems, Data & AI to embed AI tools into the planning and analytics tech stack, ensuring operational processes are built before systems are implemented
- Drive adoption of AI-powered tools across the team and with cross-functional stakeholders, measuring effectiveness and iterating continuously
- Stay ahead of emerging AI capabilities relevant to RevOps, analytics, and GTM strategy - bring a clear point of view on what to build next
- Directly manage a high-impact team of individual contributors and future people leaders
- Drive alignment across leadership stakeholders to support seamless GTM execution
- Establish operating rhythms for planning cycles, forecast reviews, and compensation cycles
- 12-15+ years of experience in Revenue Operations, GTM Strategy, or BizOps within high-growth B2B SaaS
- Proven success leading strategic planning, comp/quota modeling, forecasting, and deal desk functions at scale
- Strong cross-functional leadership skills, with a track record of aligning senior stakeholders across Sales, CS, Marketing, Finance, and Legal
- Deep understanding of the GTM funnel (Marketing > Sales > CS) and performance drivers across segments
- Exceptional analytical ability - adept at scenario modeling, performance measurement, and business case development
- Executive presence and communication skills - able to synthesize complexity into clarity and influence at all levels
- Hands-on experience with Salesforce, Clari, Tableau, Excel/Sheets; bonus if familiar with SFDC CPQ, compensation tools, and BI platforms
- Proven experience building and managing high-performing, cross-functional teams
- Deep analytical acumen and comfort navigating complex data across multiple systems (e.g., Salesforce, Clari, Tableau, Redshift, Databricks)
- Strategic thinker with strong operational chops - equally comfortable in the weeds and at the 30,000 ft level
- Strong project management and prioritization skills in fast-paced, high-growth environments
- Experience building cross-functional operating rhythms (QBRs, forecast reviews, OKR check-ins, board reporting)
- Bias toward clarity, action, and continuous improvement
- Hands-on AI fluency - able to independently build, test, and deploy AI-powered workflows and automations across analytics and planning functions; brings both a strategic point of view on where AI applies and the technical capability to prove it out themselves
At Invoca, we believe great work starts with taking care of our people. That's why we offer competitive compensation and benefits designed to support your health, your family, your growth, and your life outside of work. For teammates in the U.S., health benefits begin on your first day of employment.
- Variable Compensation: Bonus and/or commission eligibility, where applicable.
- Equity: All employees are invited to share in Invoca's success through our stock option program.
*Actual compensation will depend on factors including experience, skills, and location.
- Day-One Health Benefits - Medical, dental, and vision coverage begins on your first day of employment for U.S.-based teammates.
- Mental Wellbeing - Access to mental wellbeing support and an Employee Assistance Program (EAP).
- Wellness Subsidy - Reimbursement that can be applied toward gym memberships, fitness classes, and more.
- InVacation (Sabbatical) - As a thank-you to our long-term team members, we offer a sabbatical after seven years of service.
- Paid Holidays - Invoca provides 20 U.S. paid holidays, including a winter break, giving you time to rest, recharge, and spend time with friends and family.
- Paid Family Leave - Up to 12 weeks of 100% paid leave for baby bonding, adoption, and caring for family members.
- Paid Medical Leave - Up to 12 weeks of 100% paid leave for childbirth and medical needs.
- Enterprise-Grade AI Tools - Access to industry-leading enterprise AI tools, including leading LLMs and agentic AI workflow solutions to help you maximize productivity and work more effectively.
- Professional Development - Annual reimbursement of up to $1,000 per fiscal year to support learning, certifications, conferences, and other professional development opportunities.
- 401(k) - Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%.
- Flexible Time Off - We encourage a healthy work-life balance. Our flexible paid time off policy gives you the flexibility to recharge and take time away when you need it.
- Paid Holidays - Invoca provides 20 U.S. paid holidays, including a winter break, giving you time to rest, recharge, and spend time with friends and family.
- Paid Family Leave - Up to 12 weeks of 100% paid leave for baby bonding, adoption, and caring for family members.
- Paid Medical Leave - Up to 12 weeks of 100% paid leave for childbirth and medical needs.
- Enterprise-Grade AI Tools - Access to industry-leading enterprise AI tools, including leading LLMs and agentic AI workflow solutions to help you maximize productivity and work more effectively.
- Professional Development - Annual reimbursement of up to $1,000 per fiscal year to support learning, certifications, conferences, and other professional development opportunities.
- 401(k) - Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%.
- Recognition Programs - We celebrate great work through company-wide and team recognition programs, including President's Club and quarterly and departmental awards recognizing innovation, execution, and customer impact.
- InVacation (Sabbatical) - As a thank-you to our long‑term team members, we offer a sabbatical after seven years of service.
*Some benefits may vary for teammates outside the U.S. based on local laws, regulations, and country-specific offerings.
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