Senior Director, Revenue Strategy, Planning and Analytics

Job Description

Job Description

About Invoca :

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, including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. Growth Partners, and Salesforce Ventures.

About the Team :

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.

About the Role :

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

Compensation & Quota Governance

GTM Analytics & Insights

Deal Desk & Strategic Deal Execution

Team Leadership & Cross-Functional Alignment

You Have :

Salary, Benefits & Perks :

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

Please note that benefits for teammates outside the U.S. may vary in accordance with their country's laws and regulations.

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.

DEI Statement

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.

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