Senior Revenue Forecasting & Operations Partner - Remote

Caylent; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote work

Medical insurance

Generous holidays and flexible PTO

Phantom equity

Certifications paid

Laptop & equipment stipend

Professional development plan

Annual learning stipend

Global team environment

Job summary

Caylent, a fully remote global AI-first cloud services company, is seeking a Senior Revenue Forecasting & Operations Business Partner. You will own Caylent’s revenue forecast across US, Canada, and other regions, and partner with Sales and Delivery leadership to translate signed SOWs and staffing plans into actionable insights.

You will build end-to-end forecast models, automate reporting, and ensure data integrity across Salesforce, PSA, and ERP.

Qualifications

• 5+ years in FP&A, revenue operations, or revenue accounting.
• Proven finance business partner to senior commercial and operational leaders.
• Hands-on forecasting of project-based revenue: time & materials, fixed fee, milestones.
• Experience in Salesforce and at least one PSA or time-tracking system.
• Advanced Google Sheets or Excel modeling; strong written and verbal communication.

Responsibilities

• Own the monthly and quarterly revenue forecast across entities and maintain a rolling 12-month forecast.
• Build forecasts from signed SOWs, staffing plans, and billing schedules; align with Salesforce pipeline.
• Forecast by revenue type: time & materials, fixed fee, milestone engagements.
• Partner with Sales, Delivery and Resource Management as the trusted finance advisor.
• Own revenue data across Salesforce, PSA, and ERP; build dashboards with traceability.
• Document revenue operations processes and controls for audit-ready close.

Skills

FP&A

Revenue ops

Revenue forecasting

Salesforce

PSA system

Time tracking

Excel modeling

Executive communication

Tools

Salesforce

PSA/Time tracking tools

SQL

Apps Script

Python

Job description

Caylent, a fully remote global AI-first cloud services company, is seeking a Senior Revenue Forecasting & Operations Business Partner. You will own Caylent’s revenue forecast across US, Canada, and other regions, and partner with Sales and Delivery leadership to translate signed SOWs and staffing plans into actionable insights.

You will build end-to-end forecast models, automate reporting, and ensure data integrity across Salesforce, PSA, and ERP.