Sales Strategy Lead
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Job Description
Sales Strategy Lead driving strategic planning and sales operations for a SaaS company. Collaborating with leadership to improve processes and optimize performance metrics.
Responsibilities:
- Conducts data analysis and develops dashboards to monitor business performance as well as individual performance of sales team, including revenue, pricing, and operational metrics
- Supports territory and coverage design
- Designs and roles out sales comp plan in alignment with our strategic initiatives
- Tracks and reports on OKRs, KPIs, and strategic initiatives across departments
- Supports annual and quarterly planning cycles, including forecasting and scenario modeling
- Develops business cases for new initiatives and strategic investments; identifies and evaluates new growth initiatives and partnership opportunities
- Maintains and optimizes sales tools, including day-to-day operations of HubSpot and Sales Navigator
- Works with partners to ensure the CRM is optimized to support growth
- Collaborates with cross-functional teams to ensure alignment on strategic priorities
- Helps educate teams on SaaS metrics, including ensuring pipeline accuracy for net-new revenue
- Works cross-functionally with Legal to ensure accurate and compliant bookings
- Programmatic support for key initiatives
Requirements:
- 5 years of experience in a sales or revenue operations role
- 3 years of hands-on experience with data analytics and reporting
- 5 years of experience in the SaaS or technology industry preferred
- Advanced proficiency in Excel (pivot tables, financial modeling) and PowerPoint for executive presentations
- Strong analytical and problem-solving skills with the ability to interpret complex data sets
- Strong business acumen and understanding of SaaS business models
- Strong knowledge of CRM tools (HubSpot preferred)
- Familiarity with OKR/KPI frameworks and performance tracking
- Excellent communication and stakeholder management skills
- Ability to deliver Executive level storytelling with data
- Ability to work in a fast-paced, cross-functional environment
- Ability to apply business strategy frameworks to real-world problems
- Bachelor’s degree in Business, Finance, Economics, or related field or equivalent experience
- Understanding of financial modeling and forecasting techniques (Preferred)
- Exposure to deal desk operations and contract compliance (Preferred)
- Knowledge of SaaS metrics (ARR, churn, NRR) (Preferred)
- 5 years prior involvement in pricing strategy or deal desk functions (Preferred)
- 5 years experience supporting strategic planning processes in a mid-sized technology company (Preferred)
- 5 years experience creating and maintaining processes within a CRM tool (Preferred)
- MBA or advanced degree in a quantitative discipline (Preferred)
Benefits:
- Physical and Mental Health Benefits
- Choice of Blue Cross Blue Shield Medical, Dental, and Vision Plans
- Telehealthcare – for Medical and Behavioral visits
- Generous PTO with buy/sell options
- 9 Company holidays, a floating day off, and a day off for volunteering
- Employee Assistance Program
- Wellness program - earn insurance discounts or credit towards health-related items
- Financial Health Benefits
- 401K Plan with employer matching contributions
- Company-funded spending/reimbursement accounts to help with out-of-pocket medical expenses
- Bonus and Recognition programs
- Tuition Assistance
- Consultation with financial planner
- Basic Life & AD&D Insurance, Short and Long-Term Disability Insurance provided, and Supplemental Term Life Insurance is available
- Group Discount programs - mobile, technology services, etc., to help you save money
- E-Learning – Comprehensive and current library of e-learning and performance support assets, available on demand and at no cost
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