Senior Revenue Strategy & Planning Analyst, Planning and Forecasting

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October 23

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Invoca

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Artificial Intelligence • B2B • Telecommunications

Invoca is a leading provider of a revenue execution platform designed to help marketing, sales, and contact centers drive more revenue. They specialize in call tracking, artificial intelligence, and interaction management to optimize revenue growth. Their innovative platform connects marketing investments directly to offline sales through AI capabilities, offering detailed insights into buyer behavior from calls. Invoca supports a wide range of industries including automotive, financial services, healthcare, home services, insurance, retail, telecom, and travel & hospitality. The company is recognized for helping businesses optimize ad spend and improve campaign performance through full attribution for every call.

201 - 500 employees

Founded 2012

🤖 Artificial Intelligence

🤝 B2B

📡 Telecommunications

📋 Description

• You’ll partner closely with Sales leadership, Finance, and RevOps leaders to pressure-test performance assumptions, define booking targets, and ensure our sales capacity and comp design are aligned with company growth objectives. • 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.

🎯 Requirements

• 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 • Tools: High proficiency in Sheets/Excel, Salesforce, Tableau; experience with Clari or BI tools is a plus

🏖️ Benefits

• Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed. • Paid Holidays – Invoca provides 16 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family. • Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options so you can choose what works best for you and your family. Fertility assistance is also included. • Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%. • Stock Options – All employees are invited to share in Invoca’s success through stock options. • Mental Health Program – Well-being support on a broad range of issues is available through our SpringHealth program. • Paid Family Leave – Up to 6 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members. • Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs. • InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service. • Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more.