Revenue Strategy & Planning Lead

About Wati 

Started as a WhatsApp team inbox in 2020, Wati has evolved into an AI-powered customer engagement platform that goes beyond a single channel. Designed for businesses that sell, support, and grow through conversations, Wati observes customer intent in real time, decides the next best revenue action, and executes it across marketing, sales, and support — on WhatsApp, Instagram, Facebook, TikTok, SMS, and more.

Trusted by over 16,000 customers across 190+ countries, Wati simplifies complex operations and business conversations with a unified inbox, no-code automation, and our intelligent AI layer, Astra.

Proudly backed by Tiger Global, Sequoia Capital, DST Global, and Shopify, and recognised as a Premium Partner of Meta and Google.

About the Role

We're looking for a strategic and analytical lead to join the Revenue Strategy & Planning vertical within the Revenue Strategy & Operations org. 

This role acts as Wati's in-house consulting partner to GTM teams - driving strategic planning, forecasting, business performance reviews, and cross-functional alignment across Marketing, Sales, Customer Success, Partnerships, and Product. 

You will work closely with both regional (Hong Kong & Greater China) and global stakeholders, acting as a key bridge between teams.

You’ll be expected to balance strategy and execution — leading initiatives, improving systems, and still rolling up your sleeves to get things done.

⚠️ Working Style

This is not a typical 9-to-5 role. You will collaborate with global teams across multiple time zones, and flexibility (including occasional overtime) will be required to ensure alignment and delivery.

If you’re eager to learn, grow, and take ownership in a fast-scaling environment, this role is for you.

What You’ll Do

1. Strategic & Annual Planning

• Lead development of the annual and quarterly operating plans (AOP & bridge plans) across GTM teams.
• Align cross-functional targets, resource capacity, and performance expectations.
• Drive end-to-end planning cycles from data gathering and modeling to executive alignment and review.

2. Forecasting & Business Reviews

• Build, manage, and evolve forecasting models to improve revenue predictability.
• Partner with Finance and Sales to maintain accurate short- and long-range forecasts.
• Standardize business review cadences (QBRs, MBRs) with clear KPIs and insights.

3. GTM Strategy & Alignment

• Translate company objectives into actionable GTM strategies across functions.
• Facilitate regional strategy alignment and prioritization with Marketing, CS, Partnerships, and Product.
• Enable data-driven decision making and proactive course correction through performance tracking and analytics.

4. Cross-Functional Enablement & Optimization

• Partner with Strategic Initiatives, RevTech, and Insights teams to execute cross-functional programs.
• Support strategic projects such as territory allocation, capacity planning, and rules of engagement.
• Build collaboration frameworks that enhance alignment across global and regional GTM teams.

5. Operational Excellence

• Drive continuous improvement in planning, forecasting, and business review processes.
• Institutionalize documentation, cadences, and templates that enable consistent, scalable operations.
• Contribute to the design of org-wide operational dashboards and governance models.

6. Regional & Global Collaboration

• Work closely with Hong Kong, Greater China, and global teams.
• Act as a bridge across regions to ensure consistency and scalability.
• Support initiatives that require alignment across markets.

• 6–9 years of experience in:
• Revenue Operations
• Sales Operations
• Customer Success Operations
• Strategy Consulting
• Founder’s office
• Or similar roles in a SaaS environment
• Proven experience owning and scaling GTM systems, workflows, and cross-functional initiatives
• Strong hands-on experience with CRM platforms (e.g., HubSpot, Salesforce) and RevOps tools
• Experience designing workflows, automation, and improving operational efficiency
• Data-driven mindset with experience in reporting, dashboards, and performance analysis
• Strong communication skills with the ability to work across business and technical stakeholders
• Ability to operate in fast-paced, ambiguous environments and drive clarity and execution
• Customer-centric approach with a strong understanding of the end-to-end customer lifecycle
• Fluency in English, Cantonese, and Mandarin (read, write, and speak)
• Based in Hong Kong and comfortable working hybrid from the HK office and across time zones

Nice to Have

• Experience working across Hong Kong, Mainland China, and global teams
• Familiarity with SaaS GTM funnels, lifecycle metrics, and revenue processes
• SQL or experience with BI tools and advanced analytics
• Experience driving CRM optimization and process automation initiatives
• Exposure to China market nuances, tooling ecosystem, or data regulations

What Success Looks Like

• High-quality, reliable data across systems
• Efficient, scalable GTM workflows
• Strong alignment across Sales, CS, and Partnerships
• Improved productivity and measurable revenue impact