Senior Manager, Sales Strategy and Planning

Summary

Join Brightwheel's Sales Operations team as a Sales Strategy and Planning professional. You will drive annual and ongoing sales planning, design regular reporting for sales leadership, own a real-time sales forecast, and run quota setting. This role requires strong analytical and communication skills, collaboration with cross-functional teams, and strategic thinking to improve sales productivity. The ideal candidate has 8+ years of experience in a similar role within a high-growth SaaS or technology organization. Brightwheel offers competitive compensation, equity, premium benefits including healthcare, generous parental leave, flexible PTO, 401k, and a wellness stipend. The company is fully remote, providing work-life flexibility.

Requirements

• Proven experience (8+ years) in Sales Operations, Planning, Business Operations, or a related analytical role, preferably within a high-growth SaaS or technology organization
• Strong analytical and modeling skills, including the ability to develop forecasting models, analyze complex data, and translate insights into actionable strategies
• Exceptional communication and presentation skills, capable of effectively partnering across teams to drive alignment and achieve business outcomes
• Exceptional critical thinking, analytical and problem-solving skills. Able to bring structure to ambiguous challenges
• Advanced proficiency in Excel and Salesforce

Responsibilities

• Own the Sales Operating Plan: Partner closely with Finance during the annual planning process and continuously refine the Sales operating plan throughout the year. Clearly document, communicate, and manage ongoing adjustments to ensure alignment with evolving business objectives
• Drive Weekly, Monthly, and Quarterly Business Reviews: Facilitate regular business reviews, delivering actionable insights, comprehensive reporting, and performance analysis to help Sales leadership maintain a clear understanding of progress and strategic alignment
• Develop and Maintain the Sales Forecast: Manage the end-to-end forecast, collaborating closely with Sales leaders and cross-functional teams to deliver accurate, timely forecasts that inform quota-setting, resource allocation, and strategic planning
• Collaborate Cross-Functionally to Drive Growth: Partner closely with Finance, Marketing, and Onboarding teams to analyze performance metrics, proactively identify growth opportunities, and recommend real-time adjustments to optimize Sales performance
• Lead Quarterly Quota Setting: Own the quarterly quota-setting process, working with Sales leadership and cross-functional stakeholders to ensure quotas are data-driven, fair, transparent, and aligned with company strategy
• Drive Mission-Critical Initiatives: Identify, prioritize, and lead high-impact strategic projects aimed at improving sales productivity, efficiency, and effectiveness. Partner closely with cross-functional stakeholders to drive execution and measure outcomes against clearly defined objectives
• Be a Strategic Thought Partner: Act as a trusted strategic advisor to Sales leadership, offering data-driven insights and recommendations on territory optimization, quota design, incentive structures, and resource allocation

Preferred Qualifications

Familiarity in BI tools (e.g., Tableau, Sigma)

Benefits

• Competitive compensation, benchmarked against similar-stage growth companies
• Equity & Ownership
• Healthcare Coverage: Medical, dental, and vision benefits typically valued at $15,000+, with brightwheel providing high coverage for both employees and families
• Generous Paid Parental Leave for growing families
• Flexible Paid Time Off (PTO) to recharge and relax
• 401(k) Enrollment to help you plan for the future
• Monthly Wellness & Productivity Stipend to support your well-being
• Fully remote company, giving you the flexibility to work from where you thrive