Teams at UpClear

Owns the vision, roadmap, discovery, requirements, delivery, and success metrics for revenue management software products. Partners with clients, engineering, business systems analysts, sales, client services, and executives to prioritize features and launch solutions. Leads Agile planning, prototypes, MVPs, backlog refinement, and release activities while applying expertise in trade promotion management, revenue growth management, integrated business planning, and CPG processes.

Lead annual planning, budgeting, forecasting, and variance analysis while maintaining a three-year strategic model. Build business cases, conduct market and pricing analyses, support corporate development, and lead strategic initiatives for the CEO. Coordinate cross-functional stakeholders, drive business review cadences, and prepare executive and board-level materials. Provide financial and strategic insights on SaaS metrics, sales performance, new products, markets, and growth opportunities.

Develops and enhances data integration architecture for a SaaS revenue management platform. Responsibilities include creating integration roadmaps with third-party ERPs, supporting existing integration points, designing customer-specific data integration procedures, consolidating customer processes, and streamlining data workflows. The role collaborates with client data teams, third-party providers, data integration specialists, and data science teams.