Manager, Revenue Analytics & Planning

RemoteFull-time$120k–$140kPosted Jul 13, 2026
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Who We Are   At Firstup, our mission is to improve the employee experience at every moment that matters, large and small. As the communication pipeline for the world's workforce, we now serve 40 of the Fortune 100 companies, reaching and connecting more than 17 million employees daily.   Our employees are experts in the employee experience, workforce communications and technology.  Joining Firstup means joining a movement to make work better for every worker. As the world’s first intelligent communication platform, Firstup meaningfully engages employees at every moment from hire to retire, and delivers engagement insights to help companies support, promote and retain their talent. Our movement has taken root and is evident in our world-class customer base. Now we need your help. Ready to make a difference in the world? Who We Are   At Firstup, our mission is to improve the employee experience at every moment that matters, large and small. As the communication pipeline for the world's workforce, we now serve 40 of the Fortune 100 companies, reaching and connecting more than 17 million employees daily.   Our employees are experts in the employee experience, workforce communications and technology.  Joining Firstup means joining a movement to make work better for every worker. As the world’s first intelligent communication platform, Firstup meaningfully engages employees at every moment from hire to retire, and delivers engagement insights to help companies support, promote and retain their talent. Our movement has taken root and is evident in our world-class customer base. Now we need your help. Ready to make a difference in the world?

Position Overview

    Own revenue predictability, planning, and executive insight across new, renewal, and expansion revenue. Acts as a player-coach — managing a post-sales analyst (scaling to 2-3 as the team grows) while personally owning pre-sales analytics and planning. Responsible for forecast accuracy, capacity planning, performance narrative, and applying AI to drive efficiency and predictive insight.

Responsibilities

    Leadership

  • Manage and coach a Revenue Insights Analyst focused on post-sales analysis; hire and scale the team as scope grows

  • Own pre-sales analytics and planning personally while overseeing team output and quality


  • Forecasting & Planning

  • Own forecast methodology and accuracy across all revenue streams

  • Lead forecast cadence and executive performance reviews

  • Build and manage capacity models (headcount, coverage, productivity)

  • Lead annual and quarterly planning processes; integrate pipeline signals with planning assumptions

  • Lead quota and territory planning processes, ensuring capacity, coverage, and quota assumptions are aligned and data-backed


  • Insights & Reporting

  • Translate performance data into actionable insight, including CAC, sales effectiveness, and full-funnel conversion/velocity across new, renewal, and expansion

  • Proactively flag performance risks and pipeline gaps early - before quarter-end - with clear recommended actions

  • Deliver executive and Board-level reporting


  • Presales reporting including

  • Build and maintain pipeline reporting (coverage, conversion, progression, aging)

  • Support forecast process (rollups, validation, scenarios)

  • Track leading indicators (pipeline creation, early-stage conversion)

  • Produce weekly forecast packages and dashboards

  • Ensure data accuracy and reporting consistency


  • AI & Efficiency

  • Implement approaches to apply AI to streamline forecast modeling and scenario generation

  • Use AI-driven anomaly detection to surface pipeline/forecast risk earlier

  • Leverage AI to automate draft narratives and insights, freeing time for judgment-level analysis

Qualifications

  • 6–10 years in RevOps, FP&A, or analytics roles; prior people management or player-coach experience preferred

  • Strong forecasting and financial modeling experience

  • Experience supporting executive-level decision-making

  • Advanced Excel/BI skills; familiarity with AI/ML tools applied to forecasting or analytics a plus

  • Strong hands-on knowledge of Salesforce.com and Clari for reporting, dashboards, and pipeline data structures

  • Experience with quota and territory planning methodologies

  • Strong business judgment and communication skills

Why Firstup?   Because you care - about people, the work you do, and the connections you make. Work is such a large part of life; it only makes sense to make it awesome.   If you want to engage brilliant minds in a high-growth and inclusive environment where ideas are rewarded regardless of who they come from, join us. This is a rapidly changing space so if you thrive on ambiguity, are hungry for a challenge, and have the guts to speak your mind, you could be a perfect fit.   We offer an excellent PTO program, great health benefits, a casual and friendly environment, remote work, and a leadership team who truly believes in your growth – both personally and professionally.   Firstup is committed to providing equal employment opportunities to all applicants for employment and to all employees, without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, protected disability, veteran status, or any other protected status in accordance with applicable federal, state or local laws.

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