What You'll Do:
- Revenue Forecasting: Own and refine the company’s strategic revenue forecasting modeling — integrating pipeline, conversion, and productivity metrics to deliver accurate, actionable insights for leadership.
- Financial & GTM Modeling: Build dynamic models to support capacity, coverage, productivity, quota setting, and long-range revenue planning.
- Strategic Finance Partnership: Collaborate with Finance on headcount, bookings, and investment planning to align GTM and financial strategies.
- Forecast Inspection & Analysis: Lead forecast and pipeline deep-dives to assess health, risk, and upside scenarios.
- Executive Insights & Scenario Analysis: Deliver executive-ready analyses and reviews that drive investment and resource allocation decisions.
- Performance Visibility: Build and maintain dashboards that track revenue, productivity, and pipeline performance against strategic goals.
- Data Infrastructure & Systems: Partner with GTM Systems and RevOps teams to enhance data accuracy and leverage Salesforce CRM Analytics (Tableau CRM) and other BI tools for scalable analytics.
What You'll Bring
- 7–8 years of experience in Sales Operations, GTM Strategy, or Strategic Finance, ideally within a SaaS or high-growth tech environment.
- Advanced analytical and financial modeling skills; strong command of revenue forecasting, scenario modeling, and financial planning.
- Deep proficiency in Excel/Google Sheets; experience with Salesforce CRM Analytics (Tableau CRM) or other BI tools (e.g., Looker, Power BI, Tableau).
- Strong understanding of GTM and financial performance metrics — pipeline coverage, bookings, ARR growth, productivity, and margins.
- Proven ability to translate complex data into clear insights and strategic recommendations for senior leadership.
- High attention to detail, intellectual curiosity, and the ability to operate independently with a strategic, business-first mindset.
Contract Details
- Duration: 3–6 months (potential for extension or conversion)
- Commitment: Full-time, onsite in San Jose, CA
- Start Date: Immediate
Top Skills
What We Do
AppZen is the leader in autonomous spend-to-pay software. Its patented artificial intelligence software accurately and efficiently processes information from thousands of data sources so that organizations can better understand enterprise spend at scale to make smarter business decisions. It seamlessly integrates with existing accounts payable, expense, and card workflows to read, understand, and make real-time decisions based on your unique spend profile, leading to faster processing times and fewer instances of fraud or duplicate spend. Global enterprises, including one-third of the Fortune 500, use AppZen’s invoice, expense and card transaction solutions to replace manual finance processes and accelerate the speed and agility of their businesses. To learn more, visit us at www.appzen.com.
Follow us on Twitter: https://twitter.com/appzen
Follow us on Facebook: https://www.facebook.com/Appzeninc
Follow us on Youtube: https://www.youtube.com/c/AppZen
Request an exclusive demo: https://www.appzen.com/demo
