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Senior Manager, Sales Strategy and Planning

Our Mission and Opportunity

Early education is one of the greatest determinants of childhood outcomes, is a must for working families, and has lasting social and economic impact. Brightwheel’s vision is high quality early education for every child. We pursue this by directly supporting teachers in the classroom, engaging parents in the development of their kids, and enabling the small businesses that make up the backbone of the $175 billion early education industry. Brightwheel is the most loved technology brand in early education, trusted by tens of thousands of providers and millions of educators and families.


Our Team

Our team is passionate, talented, and customer-focused. We embody our Leadership Principles in our work and culture. We are a fully remote team with employees across every time zone in the US. Our exceptional investor group includes Addition, Bessemer, Emerson Collective, Lowercase Capital, Mark Cuban Notable Capital, and others.


Who You Are

Brightwheel is seeking an experienced Sales Strategy and Planning professional to join the Sales Operations team. In this role, you will be responsible for driving both annual and ongoing planning for Sales, and designing regular reporting that allows Sales leadership to quickly understand how we’re progressing against those plans. Additionally, you will own a real-time forecast of our Sales results, from new leads through closed won and activated customers. You will run quota setting for brightwheel’s Sales team, setting targets that are both achievable and motivating for the team. Most importantly, you will serve as a strategic thought partner for Sales leadership, building frameworks and surfacing insights that increase the speed and effectiveness of decision making.


You are competitive and motivated by business impact. You are comfortable operating across all levels and cross-functionally to get things done. You are an outstanding communicator, able to influence stakeholders at all levels of the business. 


What You’ll Do
  • 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.


Qualifications, Skills, & Abilities
  • 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, with familiarity in BI tools (e.g., Tableau, Sigma) strongly preferred.


$123,000 - $181,000 a year
Competitive Earnings:
Brightwheel offers competitive compensation, benchmarked against similar-stage growth companies. We set standard compensation ranges based on function, level, and geographic location. If you have questions about the compensation band for your region, please ask your recruiter.

Equity & Ownership:

We believe in empowering our employees as stakeholders in brightwheel’s success. As an equity holder, your financial upside grows alongside the company’s achievements, offering a truly meaningful and compelling long-term opportunity.


Premium Benefits & Wellness Support:

We want our team members and their families to thrive. We support this through:

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


Work-Life Flexibility:

We are a fully remote company, giving you the flexibility to work from where you thrive. Say goodbye to the commuting hassle and reclaim valuable time for what matters most.


Brightwheel is committed to creating a diverse and inclusive work environment and is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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CEO of Brightwheel
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Dave Vasen
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Average salary estimate

$152000 / YEARLY (est.)
min
max
$123000K
$181000K

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What You Should Know About Senior Manager, Sales Strategy and Planning, Brightwheel

Brightwheel is on the lookout for a Senior Manager, Sales Strategy and Planning to join our vibrant Sales Operations team! If you're passionate about driving business impact in the ever-evolving early education technology landscape, then this role could be your perfect fit. Working remotely across the US, you’ll play a crucial role in shaping our annual sales plans and providing invaluable insights to our sales leadership. You’ll take the reins on real-time sales forecasts, managing everything from new leads to the triumphant closure of sales. Your analytical skills will shine as you collaborate with finance, marketing, and onboarding teams, identifying growth opportunities and optimizing sales performance. You'll help set fair and motivating quotas that align with Brightwheel's strategic goals while running impactful reviews to keep everyone informed and aligned. As a strategic partner to sales leadership, you’ll offer data-driven recommendations that help steer the ship toward increased sales productivity and effectiveness. If you have over eight years of experience in Sales Operations or a related analytical role and possess strong analytical, communication, and problem-solving skills, we want to hear from you! Join us in ensuring high-quality early education for every child while enjoying competitive compensation and top-notch benefits like flexible PTO and a wellness stipend. Let’s make a lasting difference together!

Frequently Asked Questions (FAQs) for Senior Manager, Sales Strategy and Planning Role at Brightwheel
What are the main responsibilities of the Senior Manager, Sales Strategy and Planning at Brightwheel?

As the Senior Manager, Sales Strategy and Planning at Brightwheel, your main responsibilities will include managing the Sales Operating Plan, overseeing the sales forecast, facilitating regular business reviews, and driving critical initiatives. You will partner with cross-functional teams to analyze performance metrics and actively collaborate with sales leadership to set motivating quotas that align with company strategies.

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What qualifications do I need to apply for the Senior Manager, Sales Strategy and Planning position at Brightwheel?

To be considered for the Senior Manager, Sales Strategy and Planning role at Brightwheel, you should have at least 8 years of proven experience in Sales Operations, Planning, or Business Operations, ideally within a SaaS or technology environment. Strong analytical, communication, and problem-solving skills are crucial, and proficiency in Excel and Salesforce, as well as familiarity with BI tools like Tableau or Sigma, will be immensely beneficial.

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How does Brightwheel support remote work for the Senior Manager, Sales Strategy and Planning role?

Brightwheel is fully committed to a remote work culture, allowing you to thrive from wherever you feel most comfortable. You won't have to deal with the hassle of commuting, which translates into more personal time. Our flexible work environment is designed to ensure that all employees, including the Senior Manager, Sales Strategy and Planning, can achieve a healthy work-life balance.

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What opportunities for growth and advancement are there for the Senior Manager, Sales Strategy and Planning at Brightwheel?

At Brightwheel, we believe in empowering our employees to grow alongside the company. As a Senior Manager, Sales Strategy and Planning, you’ll have opportunities to lead high-impact strategic projects and develop your analytical and leadership skills. Moreover, employees at Brightwheel are encouraged to share insights and contribute to the company's strategic vision, fostering an environment ripe for career growth.

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What are the benefits offered for the Senior Manager, Sales Strategy and Planning position at Brightwheel?

The Senior Manager, Sales Strategy and Planning role at Brightwheel comes with competitive compensation, health insurance, generous paid parental leave, flexible PTO, 401(k) enrollment, and a monthly wellness stipend. We prioritize our team members' well-being, ensuring you and your family can thrive both personally and professionally.

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Common Interview Questions for Senior Manager, Sales Strategy and Planning
Can you describe your experience with sales forecasting?

When answering, consider discussing specific forecasting models you have developed, how you collaborated with sales teams to refine forecasts, and any tools (like Salesforce or Excel) you utilized. Demonstrate your analytical mindset and ability to translate forecasts into actionable plans.

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What strategies have you used to drive alignment between sales and finance?

Here, you should highlight past experiences where you successfully facilitated communication between sales and finance teams. Discuss strategies you've implemented to ensure that sales plans and financial goals align, emphasizing your collaborative skills and strategic thinking.

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How do you handle resistance from sales leadership when proposing new quotas?

Illustrate your soft skills by explaining how you engage in constructive discussions, provide data to support your proposals, and seek input from sales leadership to address their concerns. The key is to show you can navigate challenges while maintaining relationships.

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Describe a significant project you led that improved sales productivity.

Select a project that showcases your leadership and analytical skills. Describe the challenges you faced, the actions you took, and the outcomes achieved, using metrics to demonstrate the impact of your initiatives on sales performance.

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What role does communication play in your work?

Emphasize the importance of clear and effective communication as a Senior Manager, especially when liaising with cross-functional teams. Share examples where your strong communication enhanced collaboration, alignment, and successful outcomes.

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What tools have you used for reporting and analytics in sales operations?

Mention specific tools you're familiar with, such as Salesforce, Excel, or any BI tools like Tableau. Discuss how these tools have facilitated your ability to analyze data and communicate essential insights to sales leadership effectively.

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How do you prioritize strategic initiatives in a sales operations role?

Explain your approach to prioritization, considering both impact and effort. Discuss methods you utilized to evaluate initiatives based on business objectives and how you communicated these priorities to your team and stakeholders.

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How would you define success for the Senior Manager, Sales Strategy and Planning role?

Speak to your metrics for success, such as achieving sales targets, improving forecasting accuracy, and gaining buy-in from sales leadership on strategic proposals. Discuss the need for aligning personal and team goals with the company's vision.

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Can you share an example of how you identified growth opportunities through data analysis?

Provide a specific instance where data analysis led to the discovery of a new sales opportunity or a needed adjustment in strategy. Detail the steps you took to investigate the data and how it informed your recommendations.

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What critical thinking skills do you bring to the Senior Manager role?

Illustrate your critical thinking process by discussing how you approach problem-solving, analyze data, and present actionable insights. Share examples of past scenarios where your critical thinking skills led to significant improvements in sales operations.

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Brightwheel is the leading platform for early education that combines SaaS, Payments, and a consumer-like daily experience.

178 jobs
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CULTURE VALUES
Inclusive & Diverse
Empathetic
Mission Driven
Customer-Centric
Growth & Learning
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time-Off
Mental Health Resources
Learning & Development
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 13, 2025

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