Manager, Partner Planning

Summary

Join Plusgrade as the Manager, Partner Planning and become an integral part of the Partner Team, collaborating with Partner Strategy and Partner Marketing groups. You will lead forecasting, tracking, and reporting on partner financial performance, triggering course correction actions as needed. Propose revenue-generating ideas through benchmarking, new products, and promotions. Develop the annual financial plan for your portfolio and conduct ad-hoc strategic analyses. Identify and implement areas of improvement for the team. This role requires strong analytical, financial, and communication skills, along with experience in finance, business planning, or business operations.

Requirements

• 3+ years of related experience in finance, business planning or business operations
• Undergraduate degree with a specialization in business and/or accounting
• Strong presentation, analytical and financial skills
• Advanced MS Excel/Google Sheets skills
• Strong ability to analyze, interpret and communicate business results
• Strong cross-group collaboration and impact and influence
• Strong business and operations background
• Strong written and verbal communication skills
• Ability to drive multiple priorities in complex business environment

Responsibilities

• Review partner performance on a weekly basis, explain key variances to Plan and previous forecasts and update your tracking models
• Participate in Partner calls and in-person meetings (when appropriate) to provide update on performance and support other strategic discussions
• Discuss with the Partner Marketing and Partner Strategy teams the promotion calendar for the year and ensure that (1) targets will be achieved and (2) your forecast is up to date
• Identify and report on Risks and Opportunities for your portfolio on a weekly basis
• Work with the Marketing team to evaluate the effectiveness of our marketing programs and suggest ideas to course correct when appropriate
• Define pricing, product and marketing best practices, and provide input into future growth opportunities
• Support the Partner Strategy team in contract negotiations by developing pricing strategies and actively participating in the discussions
• Develop financial sizing for all new opportunities for our existing Partners - as well as support the Partner Strategy in sales pitches
• Orchestrate the annual Financial Planning process for the partners in your portfolio

Preferred Qualifications

• Candidates with an MBA or accounting designation are preferred
• Demonstrated experience using business intelligence & CRM tools is preferred (e.g. Tableau, Salesforce.com )

Benefits

• RRSP/401(k) Matching
• Comprehensive Health Plans
• Unlimited Vacation/PTO
• Travel Experience Credit
• Annual Wellness Credit
• Team Events and Monthly Lunches
• Home Office/Commuter Credit
• Work From Anywhere Program