Strategy and Planning Lead – Billing/Revenue
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Revenue Operations Lead building capacity, quota, and headcount models for Bask, a telehealth platform enabling DTC telemedicine businesses. Driving AI-first planning and strategic growth decisions.
Responsibilities:
- Build and maintain financial and operational models connecting revenue targets to hiring plans, team capacity, and business performance.
- Analyze headcount, productivity, ramp time, and quota attainment to inform leadership investment decisions.
- Translate business goals into actionable plans, identify gaps, and recommend performance improvements.
- Use LLMs to structure planning problems, build analytical frameworks, develop models, and draft recommendations, validating outputs with business judgment and real data.
- Develop go-to-market capacity models linking headcount plans to revenue targets, expected attainment, and coverage requirements across Sales and supporting teams.
- Develop staffing and capacity frameworks for supporting-role ratios across sales representatives and business segments.
- Own productivity, ramp, attrition, and performance assumptions to forecast headcount requirements and evaluate investment scenarios.
- Partner with leadership on quota-setting methodology and ramp expectations.
- Analyze pipeline coverage requirements, leading indicators, and activity benchmarks supporting revenue goals.
- Build quarterly planning deliverables, including quota recommendations, headcount plans, capacity models, and investment proposals.
- Track plan-versus-actual performance across headcount, capacity, productivity, and quota attainment; identify gaps and model business impact.
- Partner with Finance, Recruiting, and Data & Analytics to validate assumptions and ensure accurate planning models.
- Build dashboards and reporting tools providing visibility into business performance, resource allocation, and future planning needs.
- Improve forecasting, reporting, and planning workflows through automation and simplification.
- Share effective AI-native workflows, prompts, and models across Revenue Operations.
Requirements:
- 6+ years of experience in Revenue Operations, Sales Operations, Strategic Finance, Financial Planning & Analysis (FP&A), or a similar analytical role within a high-growth SaaS company.
- Proven experience building and maintaining headcount, capacity, productivity, or resource allocation models tied to revenue targets.
- Experience with quota-setting, sales ramp modeling, and go-to-market planning.
- Advanced financial modeling and analytical skills, with the ability to build complex models from scratch and explain the assumptions behind them.
- Strong understanding of revenue planning, sales productivity, pipeline coverage, and business performance metrics.
- Excellent Excel or Google Sheets skills, with experience building sophisticated models and analyzing large datasets.
- Experience with SQL, BI tools, or data visualization platforms is a plus.
- Experience working cross-functionally with Finance, Recruiting, Sales, and Data & Analytics teams.
- Comfortable operating with ambiguity and building structured solutions from incomplete information.
- Creative problem solver with a determination to succeed.
- Independent and motivated, with the wisdom to seek help where needed.
- Highly articulate, able to communicate complex analysis and strategic recommendations clearly in writing and in person.
- Highly organized, with the ability to manage multiple projects and priorities in a fast-paced environment.
- A builder's mindset: you enjoy creating frameworks, models, and systems that can scale rather than relying on existing processes.
Similar Jobs
Professional Billing Specialist – Follow Up and Denials
Remote medical billing specialist submitting professional claims and managing follow-up and denials for OU Health. Supporting Epic-based revenue integrity operations across five eligible states.
Billing & Collections Specialist
Billing and Collections Specialist managing invoicing, payments, and discrepancies for HyperGuest, a hospitality technology company. Supporting global customers and monthly finance close processes.
Legal Billing Specialist – P3
Legal Billing Specialist managing insurance defense, corporate, AR, and AP workflows for a growing U.S. corporate law firm. Fully remote from the Philippines.
Billing Systems Specialist – CyberFinancial
Especialista em CyberFinancial, otimizando sistemas de cobrança do maior ecossistema imobiliário da América Latina. Configurando regras, integrações e análises para aumentar eficiência e recuperação de faturas.
Senior Billing Analyst
Senior Billing Analyst optimizing billing, contracts, and revenue processes for ServiceTitan’s SaaS products. Supporting audits, automation, reconciliations, and enterprise customer billing.
Billing Manager
Billing Manager overseeing billing operations, KPIs, workflow, and staff development for Ensemble’s healthcare revenue cycle management solutions. Supporting quality, training, hiring, and process improvement.
Billing Specialist
Billing Specialist managing invoicing, billing accuracy, and disputes for a full-service law firm. Supporting collections, month-end processes, and cash flow through organized revenue operations.
Billing Specialist
Billing Specialist managing contracts, invoicing, procurement, and revenue recognition for Infios, a supply chain software company. Supporting close processes and resolving customer billing issues remotely in the US.
Billing Specialist
Remote Billing Specialist II submitting compliant medical claims and resolving billing rejections. Supporting Savista’s healthcare clients with revenue-cycle improvement services.
Prior Authorization – Billing Specialist
Remote Prior Authorization & Billing Specialist managing authorizations, patient calls, refills, and medical billing. Supporting U.S. healthcare operations from the Philippines while maintaining HIPAA compliance.
Client Billing Support Specialist I
Billing support specialist resolving insurance and platform issues for Grow Therapy’s mental healthcare marketplace. Supporting clients and therapists through phone and live chat.
Billing Coordinator – Specialty Pharmacy
Billing Coordinator managing claims, adjudication, and prior authorizations for WellDyne’s specialty pharmacy services. Resolving rejected orders and supporting copay and patient assistance programs.
Senior Lead – Billing and Disputes
Senior Lead resolving global customer billing disputes for Velotic, an industrial operations software company. Investigating discrepancies, processing adjustments, and improving order-to-cash accuracy.
Senior Manager, Billing & Payments
Senior Manager leading Billing & Payments implementations and customer adoption for ECP, a SaaS platform serving senior living communities. Managing consultants, integrations, payments strategy, and operational metrics.
Junior Billing Specialist
Junior Billing Specialist managing billing operations for BICS, a global connectivity provider. Handling invoices, disputes, payments, reconciliations, and bad-debt reduction.
Billing Correspondence Coordinator I – Correspondence Billing Specialist
Billing correspondence coordinator processing healthcare invoices, claims, and adjustments for Labcorp’s diagnostic testing services. Managing customer communications and correction requests remotely.
Collections and Billing Specialist
Collections and Billing Specialist managing receivables, billing, adjustments, and disputes for CIEE’s nonprofit international exchange programs.
Billing Technician II – Corporate Benefits
Técnico de faturamento na Alper, corretora brasileira de seguros corporativos e benefícios. Executando conciliações, rateios, controles de recebimentos e validações sistêmicas.
Billing Manager
Billing Manager overseeing invoicing, receivables, and billing accuracy for Sumsub’s global trust and compliance platform. Improving international finance workflows while supporting customers and internal teams.
Utility Billing Specialist
Utility Billing Specialist managing billing, payments, and tenant billbacks for U.S. residential properties. Supporting Marshall Reddick Real Estate’s property management operations remotely from the Philippines.