AlphaSense · 1 month ago
Director, COSE - Strategy & Planning
Chicago, IL
Full-time
Onsite
Director/Executive
$196K/yr - $212K/yr
7+ years expAlphaSense is a leading provider of AI-driven market intelligence solutions, empowering companies to make informed decisions. As the Director of Strategy & Planning, you will manage operational strategy and planning for Expert Call Services and Compliance Operations, collaborating with various teams to drive productivity and efficiency across the organization.
AnalyticsArtificial Intelligence (AI)Machine LearningMarket ResearchSaaSSearch Engine
Responsibilities
Maintain and build the annual plan, including departmental output goals, operational targets, and staffing levels
Own quarterly forecasting and goaling processes
Monitor capacity and utilization to determine staffing needs and optimize resourcing
Lead go-to-market planning with Revenue Operations and FP&A
Ensure teams operate at target staffing levels through capacity monitoring and strategic course correction
Own the account segmentation framework
Lead account balancing and territory planning initiatives
Support goal-setting across all roles and teams
Evaluate and calibrate KPIs to drive desired business outcomes
Design and administer role-based incentive plans
Work with department leaders to establish and maintain OKRs
Build and maintain departmental reporting suite to understand performance to goal and quickly identify root causes of under of overperformance
Qualification
Required
7+ years of experience in consulting, corporate strategy, FP&A, revenue operations, strategic finance, or a high-growth startup
3+ years managing teams, including experience building and maintaining team roadmaps
Advanced Excel + SQL proficiency
Experience with BI tools (Tableau, Looker, PBI)
Strong ability to model capacity, forecast performance, and quantify impact
Quick, adaptive learner with strong operational acumen and a bias for action
Applies design thinking, structured problem-solving, and data-driven frameworks to create scalable systems and processes
Proven ability to lead complex, cross-functional initiatives and manage multiple priorities
Experienced in process design and documentation best practices; Lean Six Sigma familiarity a plus
Skilled at simplifying complexity, driving clarity, and aligning teams through change
Strong communicator who influences at all levels and delivers executive-ready insights
People-focused leader who develops talent, builds high-performing teams, and leads through others
Balances strategic thinking with hands-on execution and operational excellence
Curious, articulate, and adaptable; thrives in fast-paced, ambiguous environments
Company
AlphaSense
AlphaSense is a platform harnessing AI to deliver insights, helping professionals make informed, impactful decisions. It is a sub-organization of AlphaSense.
1001-5000 employees
H1B Sponsorship
AlphaSense has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (1)
2023 (3)
2022 (3)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$1.42BKey Investors
BondCapitalGBlackRock
2024-06-11Series F· $650M
2023-09-28Series E· $150M
2023-04-11Series D· $100M
Leadership Team
Jack Kokko
CEO and Founder
Joe Hill
CFO
Recent News
Morningstar.com
2025-12-29
Company data provided by crunchbase