Invoca · 2 months ago
Sr. Revenue Strategy & Planning Analyst, Planning and Forecasting
United States
Full-time
Remote
Mid, Senior Level
$94K/yr - $115K/yr
5+ years expInvoca is the industry leader and innovator in AI and machine learning-powered Conversation Intelligence. They are seeking a Senior Revenue Strategy & Planning Analyst to join their Revenue Operations team, focusing on planning and forecasting workflows that support their go-to-market engine across Sales and Customer Success.
Artificial Intelligence (AI)Digital MarketingSpeech Recognition
Responsibilities
Partner with Sales, CS, Finance, and RevOps leadership to define annual and quarterly booking targets across segments and roles
Support forecast methodology design, helping pressure-test bottom-up and top-down assumptions with scenario modeling and attainment sensitivity analysis
Identify gaps or risks in revenue plans and proactively surface recommendations to course correct
Support the development of Sales and CS compensation plans, including earnings curves, plan structures, SPIFF logic, and modeling of OTE vs attainment
Build quota frameworks aligned to booking targets and seller capacity, with segmentation by segment, role, and geo
Partner with Finance and HR to validate compensation plan assumptions and model impacts
Build and maintain capacity models across the entire Revenue organization, including AEs, AMs, SDRs, SEs, CSMs, Professional Services, and Technical Account Managers
Analyze individual and team-level performance trends to inform hiring plans, productivity targets, coverage ratios, and book-of-business structures
Partner with RevOps and GTM leadership to run 'what if' scenario planning around headcount changes, territory and account realignments, role coverage shifts, and compensation plan adjustments
Analyze quota attainment trends, productivity patterns, and plan effectiveness across Sales and CS
Partner with RevOps leaders to inform performance reviews, revenue retrospectives, and QBR prep
Contribute to executive-ready insights and narratives related to forecast accuracy, comp effectiveness, and pipeline health
Qualification
Required
5–7 years of experience in Revenue Operations, Sales Strategy, BizOps, or FP&A in a B2B SaaS environment
Deep expertise in quota design, capacity modeling, and comp plan mechanics
Proven ability to conduct complex Excel/Google Sheets modeling, sensitivity analysis, and scenario planning
Strong understanding of GTM funnel metrics, pipeline coverage, sales productivity, and revenue forecasting
Collaborative working style with the ability to influence across Sales, CS, Finance, and RevOps leadership
Ability to translate complex analysis into clear, actionable recommendations for senior stakeholders
Detail-oriented mindset with a strong bias for structure, clarity, and accuracy
Comfortable working with ambiguity, shifting priorities, and fast-paced environments
High proficiency in Sheets/Excel, Salesforce, Tableau; experience with Clari or BI tools is a plus
Benefits
Flexible Time Off
Paid Holidays
Health Benefits
Retirement
Stock Options
Mental Health Program
Paid Family Leave
Paid Medical Leave
InVacation
Wellness Subsidy
Company
Invoca
Invoca, the recognized leader in conversation intelligence AI for marketing, e-commerce, and contact center teams
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$201.5MKey Investors
Silver Lake WatermanMorgan Stanley Alternative Investment PartnersAccel
2022-06-14Series F· $83M
2019-10-17Series E· $56M
2016-03-30Series D· $30M
Leadership Team
Gregg Johnson
CEO
Teresa Dietrich
Chief Technology Officer
Recent News
2025-11-14
Destination CRM
2025-11-07
Company data provided by crunchbase