Strategic Revenue Planning & Operations Lead

Xe; Irvine (CA); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401K Plan with Match

Employee Stock Purchase Plan

Paid Vacation / Sick Leave

Hybrid Work Schedule

Tuition Assistance

Growth Opportunities

Mental Health & Wellbeing

Volunteer day

Job summary

Xe is seeking an Revenue Planning & Operations Manager in Irvine, CA to own how we plan, measure, and drive performance. You’ll build the driver-based revenue model, run planning cycles, and set quarterly targets with clear ownership across functions.

You’ll work closely with Finance to reconcile plans with forecasts, test assumptions, and manage OKRs and executive cadences. This is a hybrid role shaping how the system runs as Xe scales.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Analytics, or related quantitative field; Master’s degree or MBA preferred.
• 5+ years in strategy and operations, business ops, strategic planning, or FP&A in fast-moving environments.
• Proven ability to build quantitative models from scratch and decompose outcomes into drivers.
• Advanced Excel; ability to query source data is a plus.
• Understanding of revenue drivers and cross-functional connections to marketing, sales, product, and pricing.
• Experience with OKR or organizational goal-setting frameworks.
• Ability to pressure-test submissions and drive cross-functional initiatives to completion.
• Experience influencing stakeholders and presenting to senior leaders.
• Experience using AI tools to boost productivity.

Responsibilities

• Design and own the driver-based revenue model behind planning and target setting.
• Run the annual planning cycle, reconciling bottom-up and top-down submissions.
• Set quarterly targets and bridge baseline forecast to target with initiatives and owners.
• Partner with Finance on reconciling operating plans with financial forecast.
• Pressure-test functional plans against capacity, pipeline and historical performance.
• Own the company-wide OKR framework, targets, and progress tracking.
• Run executive and cross-functional cadences (QBRs/MBRs) and drive decisions to closure.
• Hold teams accountable to targets and surface lagging performance before P&L impact.

Skills

Quantitative modeling

Advanced Excel

OKR framework

Cross-functional collaboration

Stakeholder communication

AI tooling for productivity

Education

Bachelor’s degree in Finance/Economics/Business Analytics

Master’s degree/MBA preferred

Tools

Excel

Job description

Xe is seeking an Revenue Planning & Operations Manager in Irvine, CA to own how we plan, measure, and drive performance. You’ll build the driver-based revenue model, run planning cycles, and set quarterly targets with clear ownership across functions.

You’ll work closely with Finance to reconcile plans with forecasts, test assumptions, and manage OKRs and executive cadences. This is a hybrid role shaping how the system runs as Xe scales.