Revenue Strategy And Insights Manager

Summary

Join PandaDoc as a Revenue Strategy & Insights Manager and drive data-informed decision-making to optimize go-to-market performance across Sales, Marketing, and Customer Success. You will analyze key revenue metrics, identify growth opportunities, and support decision-making at all levels. This hands-on role involves managing analytics projects, creating revenue forecasts, and collaborating with cross-functional teams. Your contributions will directly impact PandaDoc's revenue strategy, enhancing GTM efficiency and achieving growth objectives. You will work closely with various teams, including Finance, Sales, Marketing, Customer Success, Product, Revenue Enablement, and Revenue Technology. This role requires strong analytical, communication, and presentation skills, along with experience in revenue operations or a related field.

Requirements

• 5+ years of experience in Revenue Operations, Strategy, Analytics, or a related role, preferably in a SaaS or high-growth environment
• Proven track record of analyzing complex data and delivering actionable insights to senior leadership
• Highly proficient in data visualization tools (e.g., Tableau, Looker) and advanced Excel modeling
• Experience with CRM platforms (e.g., Salesforce) and marketing automation tools (e.g., Marketo, HubSpot)
• Strong analytical and problem-solving abilities with a focus on actionable outcomes
• Excellent communication and presentation skills, with the ability to translate complex data into clear, concise insights
• Highly organized and detail-oriented, capable of managing multiple projects in a fast-paced environment

Responsibilities

• Analyze key performance metrics, including ARR, NRR, churn, pipeline health, and CAC, to identify trends and actionable insights
• Develop and maintain dashboards and reports to provide real-time visibility into revenue performance
• Present data-driven insights and recommendations to leadership to support strategic decision-making
• Collaborate with GTM teams to develop and execute revenue strategies aligned with company objectives
• Identify opportunities to improve operational efficiency and revenue growth through strategic initiatives
• Support long-term planning by building models and scenarios for revenue forecasting and resource allocation
• Create and refine revenue forecasts to ensure accurate and reliable projections
• Partner with Finance to align revenue forecasting with broader financial planning processes
• Evaluate the financial impact of strategic initiatives and recommend data-driven actions
• Partner with Sales, Marketing, Customer Success, and Product teams to ensure alignment on revenue goals and initiatives
• Collaborate with Revenue Enablement to define KPIs and track the success of GTM strategies
• Work closely with Revenue Technology to ensure systems support advanced analytics and reporting needs
• Identify gaps in current processes and recommend improvements to enhance efficiency and scalability
• Standardize reporting and analysis processes to ensure consistency across teams

Preferred Qualifications

Strong SQL or similar query languages

Benefits

• Employees may be able to purchase company stock (or receive annual bonuses)
• Employees (and their families) may enroll in the company's medical, dental, vision, short & long-term disability, life insurance, FSA and 401k plans
• Employees will also receive 13.34+ hours of paid time off per month, 6 self-care days, birthday PTO day, and 10 company-paid holidays off per year
• This position is also eligible for a bonus in accordance with the relevant plan documents. The annual variable bonus opportunity is up to $15,000 USD