Talent.com
Senior Director, Revenue Strategy, Planning and Analytics
Senior Director, Revenue Strategy, Planning and AnalyticsInvoca • Riverside, CA, US
Senior Director, Revenue Strategy, Planning and Analytics

Senior Director, Revenue Strategy, Planning and Analytics

Invoca • Riverside, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Senior Director, Revenue Strategy, Planning and Analytics

Invoca is the industry leader and innovator in AI and machine learning-powered Conversation Intelligence. With over 300 employees, 2,000+ customers, and $100M in revenue, there are tremendous opportunities to continue growing the business. We are building a world-class SaaS company and have raised over $184M from leading venture capitalists.

Our Revenue Operations team is the engine behind our go-to-market success : a cross-functional squad committed to tackling complex challenges head-on and accelerating business growth. We partner closely across Sales, Marketing, and Customer Success to streamline processes, implement innovative systems, and drive efficiencies. We thrive on collaboration, leaning on each other's expertise to figure it out, and we embrace extreme ownership, ensuring every project is delivered with accountability and excellence.

We're seeking a strategic, data-driven, and experienced Senior Director of Revenue Strategy, Planning & Analytics to lead a critical function within our Revenue Operations Center of Excellence. This role is responsible for aligning planning, performance, analytics, and deal execution across the entire revenue organization Sales, Customer Success, and Marketing.

You'll serve as the senior leader for core revenue planning (forecasting, capacity modeling, quota setting, comp governance), cross-functional analytics (Sales, Customer Success, and Marketing funnel insights), and Deal Desk operations (strategic deal support, approvals, pricing enforcement). This role plays a vital part in how we set targets, track progress, optimize GTM execution, and drive operational excellence across the full customer lifecycle.

This leader will report to the VP of Revenue Operations, Strategy & Enablement, and partner closely with leaders across Sales, Customer Success, Marketing, Finance, and Legal.

We're looking for a seasoned B2B SaaS leader who thrives in complexity, operates with clarity, and builds for scale. This is a highly cross-functional role that touches everything from pipeline models and comp design to forecasting and board-level reporting.

Scope of Ownership :

  • Revenue Strategy & Planning : Forecasting, capacity modeling, quota setting, and compensation governance for Sales & CS
  • GTM Analytics & Insights : Strategic reporting and analysis across Marketing, Sales & CS performance (excluding campaign-level and attribution analytics)
  • Deal Desk : Governance, approvals, pricing alignment, and non-standard deal support

Revenue Strategy, Planning & Forecasting :

  • Lead end-to-end GTM planning processes across Sales and Customer Success including booking target setting, quota design, and headcount alignment
  • Own forecast methodology and accountability frameworks for Sales and Customer Success leadership, ensuring consistency across pipeline stages, forecast categories, and conversion logic
  • Partner with Finance to align on revenue plan modeling, targets, and performance trends across segments and roles
  • Drive annual planning and scenario modeling for revenue growth, territory structures, and compensation investment
  • Compensation & Quota Governance :

  • Design and manage compensation plans for Sales and Customer Success teams, including plan mechanics, modeling, SPIFFs, and OTE alignment
  • Align quota-setting frameworks with booking targets and capacity assumptions across all GTM roles
  • Serve as the bridge between RevOps, Finance, HR, and Sales / Customer Success leadership on all comp plan and quota-related initiatives
  • Ensure comp governance, incentive plan documentation, and performance measurement consistency
  • GTM Analytics & Insights :

  • Oversee analytics and reporting across the entire GTM motion : funnel conversion, sales productivity, and CS retention / expansion performance
  • Build and manage strategic dashboards, KPI scorecards, and performance metrics to inform decisions across Sales, CS, and Marketing leadership
  • Deliver executive-ready insights for QBRs, board decks, and weekly business reviews
  • Partner with BI and RevTech teams to maintain data hygiene, ensure consistency, and optimize self-serve reporting
  • Deal Desk & Strategic Deal Execution :

  • Lead the Deal Desk function, managing custom pricing, non-standard terms, discount governance, and quote-to-close execution
  • Partner with Legal, Finance, and Sales leadership on deal structure, margin protection, and policy alignment
  • Enforce deal policies and pricing guidelines while enabling deal velocity and competitive positioning
  • Track and report on deal desk performance, policy exceptions, and margin trends
  • Team Leadership & Cross-Functional Alignment :

  • Directly manage a high-impact team
  • Drive alignment across leadership stakeholders to support seamless GTM execution
  • Establish operating rhythms for planning cycles, forecast reviews, and compensation cycles
  • You Have :

  • 12+ years of experience in Revenue Operations, GTM Strategy, BizOps, or FP&A roles within a high-growth B2B SaaS company
  • 5+ years of experience building and managing high-performing, cross-functional teams
  • Strong cross-functional leadership skills, with a track record of aligning senior stakeholders across Sales, CS, Marketing, Finance, and Legal
  • Deep understanding of the GTM funnel and performance drivers across segments
  • Hands-on experience with Salesforce, Clari, Tableau, Excel / Sheets; bonus if familiar with SFDC CPQ, compensation tools, BI platforms
  • Proven success leading strategic planning, comp / quota modeling, forecasting, and deal desk functions at scale
  • Deep analytical acumen and comfort navigating complex data across multiple systems (e.g., Salesforce, Clari, Tableau, Redshift, etc.)
  • Strong project management and prioritization skills in fast-paced, high-growth environments
  • Experience building cross-functional operating rhythms (QBRs, forecast reviews, OKR check-ins, board reporting)
  • Salary, Benefits & Perks :

    At Invoca, all new hires in the U.S. receive benefits starting on day one of employment. Our benefits offerings include :

  • 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.
  • Position Base Range - $160,000-$206,000, with bonus potential.
  • For employees outside the U.S., benefits may vary to ensure compliance with local laws and regulations. If you have any questions about Invoca's benefits offerings in your region, please reach out to our People Team.

    We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

    serp_jobs.job_alerts.create_a_job

    Director Revenue Strategy • Riverside, CA, US

    Job_description.internal_linking.related_jobs
    Associate Director Field Access and Reimbursement

    Associate Director Field Access and Reimbursement

    Securelink Inc • Murrieta, CA, US
    serp_jobs.job_card.full_time
    Associate Director Field Access and Reimbursement.The Associate Director, Field Access and Reimbursement (ADFAR) is a remote / field-based position that contributes to the company's success by proact...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Retail Service and Operations Manager

    Retail Service and Operations Manager

    Goodwill Southern California • Murrieta, CA, US
    serp_jobs.job_card.full_time
    Drive Service and Operational Excellence.Goodwill Southern California is seeking a.Retail Service & Operations Manager.Under the direction of the Site Manager, this role ensures seamless operations...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Tech in Oak Hills, CA - $8963 / month

    Travel CT Tech in Oak Hills, CA - $8963 / month

    VETTED • Hesperia, CA, United States
    serp_jobs.job_card.temporary
    Location : Apple Valley, California.Facility : Coast Medical Service.Provides specialized healthcare services in a clinical setting. Works collaboratively with healthcare team members.Maintains profes...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director of Product Management - Remote

    Director of Product Management - Remote

    TradeJobsWorkForce • 92515 Riverside, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Director of Product Management Remote Job Duties : • Establish shared vision and product strategy across the company • Build consensus on pri...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director of Risk Management - Full Time

    Director of Risk Management - Full Time

    Universal Health Services, Inc. • Wildomar, CA, United States
    serp_jobs.job_card.full_time
    The Director of Risk Management is a key member of the Southwest Healthcare Leadership Team.This position oversees two facilities. This position qualifies for a Sign on Bonus!.Southwest Healthcare I...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,381 per week in Murrieta, CA

    Travel Physical Therapist (PT) - $2,381 per week in Murrieta, CA

    AlliedTravelCareers • Murrieta, CA, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Medical Solutions to find a qualified Physical Therapist (PT) in Murrieta, California, 92563!. A facility in Murrieta, CA is seeking its next amazing PT (Physical...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    UCR College Corps Assistant Director

    UCR College Corps Assistant Director

    University of California - Riverside • Riverside, CA, United States
    serp_jobs.job_card.full_time
    The Assistant Director for the UCR College Corps Program plays a vital leadership role in advancing the University's commitment to student success, civic engagement, and community impact.Reporting ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Regional Manager

    Regional Manager

    Planet Fitness • Hesperia, CA, US
    serp_jobs.job_card.full_time
    Responsible for a specified geographic region of Planet Fitness locations including the overall top line revenue and bottom-line profitability of that region. Regional Managers will have between 10 ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Bilingual Traditional Chinese Government / Public Policy Expert - AI Trainer ($45-$55 per hour)

    Remote Bilingual Traditional Chinese Government / Public Policy Expert - AI Trainer ($45-$55 per hour)

    Mercor • Hesperia, California, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Mercor is seeking • •native Mandarin speakers • • who can read / write • •Traditional Chinese • • and are also • •government or public policy professionals • • based in • •Taiwan • •. This role combines your • •pu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Hesperia, California, US
    serp_jobs.job_card.full_time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director, MDM Strategic Planning

    Director, MDM Strategic Planning

    Sodexo • Riverside, CA, US
    serp_jobs.job_card.full_time
    Director, MDM Strategic Planning.Sodexo has a new opening for a Director, MDM Strategic Planning, to join our team.This successful role will develop and execute enterprise-wide master data manageme...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sales Director : Lead Territory Growth & Team Performance

    Sales Director : Lead Territory Growth & Team Performance

    Concentra • Riverside, CA, United States
    serp_jobs.job_card.full_time
    A national health services company is seeking a Sales Director to oversee the performance of Account Executives and manage specific territories. The role focuses on executing sales strategies to ach...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director-Healthcare Construction

    Director-Healthcare Construction

    Loma Linda University Health • Loma Linda, CA, United States
    serp_jobs.job_card.full_time
    Shared Services : Planning Design and Construction (Full-Time, Day Shift) -.The Director-Healthcare Construction provides oversight and management for the department of Planning, Design and Construc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Vice President, Client Advisory (Riverside)

    Senior Vice President, Client Advisory (Riverside)

    Confidential • Riverside, CA, US
    serp_jobs.job_card.part_time
    Senior Vice President, Client Advisory.Nationally recognized independent investment advisory firm.The Company is seeking an SVP, Client Advisor to join their team. The successful candidate will be t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,381 per week in Murrieta, CA

    Travel Physical Therapist (PT) - $2,381 per week in Murrieta, CA

    AlliedTravelNetwork • Murrieta, CA, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with Medical Solutions to find a qualified Physical Therapist (PT) in Murrieta, California, 92563!. A facility in Murrieta, CA is seeking its next amazing PT (Physical...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Business Development Manager - Commercial Roofing

    Business Development Manager - Commercial Roofing

    Jobot • Perris, CA, US
    serp_jobs.job_card.full_time
    Shape the future of a growing roofing business by leading business development, marketing, and client partnerships.This Jobot Job is hosted by : Sam Kippen. Are you a fit? Easy Apply now by clicking ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Director, Sales & Client Services

    Senior Director, Sales & Client Services

    Cencora • Riverside, CA, US
    serp_jobs.job_card.full_time
    Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Partner Sales Director - IHV Alliances

    Partner Sales Director - IHV Alliances

    Canonical • San Bernardino, CA, United States
    serp_jobs.job_card.full_time
    Partner Sales Director - IHV Alliances.Be among the first 25 applicants.Partner Sales Director - IHV Alliances.Get AI-powered advice on this job and more exclusive features.Canonical is a leading p...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted