Senior Revenue Strategy & Planning Analyst, Planning and Forecasting

Senior Revenue Strategy & Planning Analyst, Planning and Forecasting

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 looking for a sharp, detail-oriented, and strategic Senior Revenue Strategy & Planning Analyst to join our Revenue Operations team as a key individual contributor, reporting to our VP of Revenue Operations, Strategy and Enablement. This role will focus on the core planning and forecasting workflows that support our GTM engine across both Sales and Customer Success, including compensation modeling, quota setting, capacity planning, and forecast methodology support.

You Will

You'll partner closely with Sales leadership, Finance, and RevOps leaders to pressure-test performance assumptions, define booking targets, and ensure our sales capacity and comp design are aligned with company growth objectives. This is a highly visible, high-impact role that sits at the center of how we plan, measure, and operationalize our revenue goals.

Strategic Planning & Forecast Methodology

• Partner with Sales, CS, Finance, and RevOps leadership to define annual and quarterly booking targets across segments and roles
• Support forecast methodology design, helping pressure-test bottom-up and top-down assumptions with scenario modeling and attainment sensitivity analysis
• Identify gaps or risks in revenue plans and proactively surface recommendations to course correct

Compensation & Quota Modeling

Sales & CS Capacity & Coverage Planning

Performance Monitoring & Insights

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 :

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.