Strategy and Planning Lead – Billing/Revenue

Bask Health

. Build and maintain financial and operational models connecting revenue targets to hiring plans, team capacity, and business performance.

Posted 11/5/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and maintaining financial and operational models that connect revenue targets to hiring plans and business performance. Proficient in analyzing productivity metrics and developing actionable plans to improve performance and inform leadership decisions.

Highest-signal resume keywords

Revenue Operations ExperienceAdvanced Financial ModelingQuota-Setting MethodologyCross-Functional CollaborationData Analysis and Visualization

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingCapacity PlanningProductivity AnalysisHeadcount ForecastingSQLExcelGoogle SheetsAnalytical Framework DevelopmentPerformance Metrics AnalysisGo-To-Market Planning

Soft Skills

Creative Problem SolvingEffective CommunicationOrganizational SkillsIndependence and MotivationAbility to Manage Multiple Projects

Tools & Technologies

BI ToolsData Visualization PlatformsDashboardsReporting Tools

Industry Keywords

SaaSSales OperationsStrategic FinanceFinancial Planning & AnalysisRevenue Planning

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Build and maintain financial and operational models connecting revenue targets to hiring plans, team capacity, and business performance.
Analyze headcount, productivity, ramp time, and quota attainment to inform leadership investment decisions.
Translate business goals into actionable plans, identify gaps, and recommend performance improvements.
Use LLMs to structure planning problems, build analytical frameworks, develop models, and draft recommendations, validating outputs with business judgment and real data.
Develop go-to-market capacity models linking headcount plans to revenue targets, expected attainment, and coverage requirements across Sales and supporting teams.
Develop staffing and capacity frameworks for supporting-role ratios across sales representatives and business segments.
Own productivity, ramp, attrition, and performance assumptions to forecast headcount requirements and evaluate investment scenarios.
Partner with leadership on quota-setting methodology and ramp expectations.
Analyze pipeline coverage requirements, leading indicators, and activity benchmarks supporting revenue goals.
Build quarterly planning deliverables, including quota recommendations, headcount plans, capacity models, and investment proposals.
Track plan-versus-actual performance across headcount, capacity, productivity, and quota attainment; identify gaps and model business impact.
Partner with Finance, Recruiting, and Data & Analytics to validate assumptions and ensure accurate planning models.
Build dashboards and reporting tools providing visibility into business performance, resource allocation, and future planning needs.
Improve forecasting, reporting, and planning workflows through automation and simplification.
Share effective AI-native workflows, prompts, and models across Revenue Operations.

Requirements

What you’ll need

6+ years of experience in Revenue Operations, Sales Operations, Strategic Finance, Financial Planning & Analysis (FP&A), or a similar analytical role within a high-growth SaaS company.
Proven experience building and maintaining headcount, capacity, productivity, or resource allocation models tied to revenue targets.
Experience with quota-setting, sales ramp modeling, and go-to-market planning.
Advanced financial modeling and analytical skills, with the ability to build complex models from scratch and explain the assumptions behind them.
Strong understanding of revenue planning, sales productivity, pipeline coverage, and business performance metrics.
Excellent Excel or Google Sheets skills, with experience building sophisticated models and analyzing large datasets.
Experience with SQL, BI tools, or data visualization platforms is a plus.
Experience working cross-functionally with Finance, Recruiting, Sales, and Data & Analytics teams.
Comfortable operating with ambiguity and building structured solutions from incomplete information.
Creative problem solver with a determination to succeed.
Independent and motivated, with the wisdom to seek help where needed.
Highly articulate, able to communicate complex analysis and strategic recommendations clearly in writing and in person.
Highly organized, with the ability to manage multiple projects and priorities in a fast-paced environment.
A builder's mindset: you enjoy creating frameworks, models, and systems that can scale rather than relying on existing processes.