Klaviyo · 20 hours ago
Lead GTM Revenue Planning Analyst
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$124K/yr - $186K/yr
5+ years expKlaviyo is a company that empowers creators to own their own destiny by making first-party data accessible and actionable. They are seeking a highly motivated and analytical Lead GTM Revenue Planning Analyst to drive the planning, modeling, and strategic analysis that supports their Go-to-Market strategy and revenue growth.
AdvertisingAnalyticsE-CommerceMarketing AutomationSoftware
Responsibilities
Lead the development and maintenance of complex revenue and funnel models to support annual and long-range GTM planning
Partner with Finance and GTM leadership to align on revenue targets, headcount planning, and investment strategies
Design, build, and maintain performance dashboards and reporting for GTM leadership, focusing on key revenue drivers, funnel conversion, and sales efficiency metrics (e.g., CAC, LTV, ARR)
Conduct deep-dive analysis on GTM performance to identify trends, diagnose root causes of performance gaps, and recommend corrective actions
Support the evaluation and execution of strategic GTM initiatives, such as new market entry, pricing strategy changes, and channel partner model optimization
Drive operational excellence by identifying opportunities for automation and process improvement within the RevOps and GTM planning ecosystem
Collaborate with Analytics and Forecasting functions to ensure data continuity across activities to enable comprehensive reporting
Ensure data integrity and consistency across key GTM systems (e.g., Salesforce, Snowflake, revenue planning tools) to enable accurate reporting and analysis
Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up
Qualification
Required
Bachelor's degree in Business, Finance, Economics, or a related quantitative field
5+ years of experience in Revenue Operations, Sales Strategy, Business Planning, or Financial Planning & Analysis (FP&A), preferably in a high-growth SaaS environment
Demonstrated expertise in building sophisticated financial or GTM models in spreadsheets (Excel/Google Sheets)
Deep understanding of GTM concepts, including sales funnel mechanics, territory planning, quota setting, and forecasting methodologies
Strong proficiency in Salesforce, and advanced data visualization/BI tools (e.g., Tableau, ThoughtSpot). Familiarity with SQL and data warehousing concepts is a plus
Experience with revenue planning tools (e.g., Pigment, Anaplan, Adaptive Planning)
Exceptional communication and presentation skills, with the ability to translate complex data and analyses into clear, actionable insights for executive audiences
Experience leading cross-functional projects and managing stakeholder relationships
You've already experimented with AI in work or personal projects, and you're excited to dive in and learn fast. You're hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient
Benefits
Participation in the company’s annual cash bonus plan
Variable compensation (OTE) for sales and customer success roles
Equity
Sign-on payments
A comprehensive range of health, welfare, and wellbeing benefits based on eligibility
Company
Klaviyo
Klaviyo is an automation and email platform designed to help grow businesses.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.35BKey Investors
ShopifySands Capital VenturesAccel
2025-08-13Post Ipo Secondary· $195.06M
2025-05-14Post Ipo Secondary· $372.95M
2023-09-20IPO
Leadership Team
Andrew Bialecki
CEO
Ed Hallen
Co-Founder, Chief Strategy Officer, Board Member
Recent News
Investing.com
2026-01-03
2025-12-17
Company data provided by crunchbase