Role Description
As our Senior Sales Planning & Analytics Manager, you'll own core pieces of our go-to-market planning and performance measurement system:
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Annual ARR and pipeline generation targets
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Sales quotas
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Headcount and capacity models
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Dashboards and frameworks that keep leaders aligned
You'll work closely with GTM and Finance leadership, bringing structure to ambiguous problems and turning complex data into actionable insights.
This is a senior individual contributor role for someone who's just as comfortable building a model from scratch as they are sitting at the table with senior leadership, helping shape commercial strategy.
Key Responsibilities
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Own planning fundamentals
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Build company-wide annual ARR and pipeline generation targets, translating growth goals into structured assumptions and scenarios
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Own sales quota setting, headcount and capacity models, and rep productivity analysis
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Support territory design so coverage matches where the growth opportunity actually is
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Bring consistency to planning cycles by defining clear inputs, timelines, and outputs across workstreams
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Turn data into decisions
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Build and maintain the dashboards, scorecards, and KPI reports that give sales, SE, and xDR teams real visibility into what's working
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Define leading indicators that flag risk and opportunity early β before they show up in the topline numbers
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Standardize metrics across regions, channels, and product lines into a single source of truth
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Use AI to build tools and efficiencies that scale the team's work
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Be a strategic partner
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Partner with GTM and Finance leaders to shape how performance gets measured and how decisions get made
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Compress complex analysis into a clear, defensible recommendation
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Align stakeholders around a shared narrative, cutting through fragmented views of the same numbers
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Raise the bar
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Set the standard for analytical rigor and QA across the analytics team
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Mentor peers and junior analysts on modeling, scenario planning, and executive communication
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Push reporting automation and data quality forward as the business scales
Qualifications
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5+ years in GTM analytics, sales operations, or a related function supporting an enterprise, multi-product GTM motion (B2B SaaS strongly preferred)
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Deep understanding of GTM motions, sales planning (territories, quota setting), and forecasting for sales, SE, and xDR functions
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Hands-on SQL β you can pull, join, and validate data independently, without waiting on another team
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Fluency with the modern B2B commercial stack (Salesforce, Gong, Clari, etc.) and BI tools (Tableau, Looker, Power BI, or similar)
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Practical experience using AI to build GTM tools and workflow efficiencies that scale
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Strong executive communication: you can turn a complex analysis into one clear recommendation
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The judgment to structure ambiguous problems, and the courage to push back on convention when the data says so
Nice to Have
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Experience with dbt, Python or R, and a cloud data warehouse (Snowflake, BigQuery, Redshift)
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Experience building with LLM APIs or AI-assisted analytics tooling
Compensation Range
$129,600 β $178,200
At Optro, we provide a fair and competitive salary based on a variety of factors, including:
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The scope and responsibilities of the role
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Your relevant skills, experience, and certifications
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Where you are physically located (based on our regional tier system)
Note on Internal Ranges: While the range above reflects our current budget for this hire, Optro maintains broader internal salary grades to allow for future career growth and merit-based increases within the role over time.
Our Company Values
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Customer obsession: It starts and ends here.
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Gritty resilience: Make it happen. Find a way.
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Drive innovation: Create the future.
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Win, together: One team. No silos, no egos.
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Growth mindset: 10x, not 10%.
Please note that background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.
We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies.