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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced expertise in drivers-based financial modeling, capacity planning, and revenue retention economics, while effectively communicating complex quantitative models to executive leadership. Proven ability to orchestrate cross-functional workstreams and manage multi-product revenue models within a fast-paced B2B Enterprise SaaS environment.
Highest-signal resume keywords
Revenue Operations ManagementDrivers-Based Financial ModelingSalesforce (SFDC) ProficiencyExecutive Communication SkillsCapacity Planning Expertise
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Serve as the Global Program Lead for the annual revenue planning cycle (AOP), orchestrating cross-functional workstreams across Executive Leadership, FP&A, Corporate Strategy, and Revenue Operations
- Own the global planning methodology, governance framework, and milestone execution across initial Rev Plan iterations, Finance soft looks, and Final Plan Lock
- Architect and institutionalize the Global Planning Playbook, establishing standardized SOPs, data dictionaries, and operational frameworks
- Oversee the end-to-end architecture of drivers-based bookings models spanning New Logo ARR, Pipeline Conversion, Renewal Book Retention/Churn, Expansion, and Professional Services
- Build and refine global headcount, capacity, and costing models to ensure optimal seller coverage, realistic ramp profiles, and efficient seller-to-capacity ratios
- Operationalize ACV-based GTM segmentation structures across SMB, Owners, and Global/Enterprise categories while overseeing the Segmentation Translation Table and Seed File
- Partner with Marketing and SDR/ISR leadership to establish aligned top-of-funnel pipeline generation, SQL targets, and lead-to-opportunity conversion baselines
- Establish standardized submission templates, data reconciliation workflows, and reporting bridges connecting sales capacity to FP&A financial targets
- Partner with Sales VPs, GMs, FP&A, Corporate Strategy, and Planning Operations to translate corporate growth targets into capacity models, bookings forecasts, segment allocation frameworks, and audit-ready planning submissions
- Report to the Sr. Director, Revenue Operations
Requirements
What you’ll need- 6+ years in Revenue Operations, Strategic Finance, FP&A, or GTM Strategy at a fast-growing B2B Enterprise SaaS company
- Prior people management experience
- Proven track record supporting a multi-hundred-million-dollar ARR business with large direct sales teams
- Advanced expertise in drivers-based financial modeling, capacity planning, headcount costing, and revenue retention economics (GRR, NRR, Churn, Expansion)
- Heavy hands-on experience with Salesforce (SFDC), CPQ, Enterprise Data Warehouses/BI Tools (Tableau, PowerBI), and advanced financial modeling platforms
- Exceptional executive communication skills with the ability to synthesize complex quantitative models into decisive presentations for C-suite and VP audiences
- Prior experience managing multi-product revenue models and M&A integration frameworks within an enterprise software environment
- Deep knowledge of construction-tech software market dynamics or multi-tier GTM motions (SMB, Mid-Market, Strategic/Enterprise, Public/Private Owners)
Benefits
Comp & perks- Equity Compensation eligibility
- Bonus Incentive Compensation eligibility
- Remote work in the US
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingCapacity PlanningHeadcount CostingRevenue Retention EconomicsData ReconciliationBookings ForecastingSegmentation StructuresOperational FrameworksSQL Target SettingLead-to-Opportunity Conversion
Soft Skills
Executive CommunicationCross-Functional CollaborationPeople Management
Tools & Technologies
Salesforce (SFDC)CPQTableauPowerBIEnterprise Data Warehouses
Industry Keywords
B2B Enterprise SaaSRevenue OperationsStrategic FinanceGTM StrategyConstruction-Tech Software Market Dynamics