Lead, Revenue Planning and Strategy

The Lead, Revenue Planning and Strategy at StackAdapt is responsible for a range of tasks, including annual and quarterly sales planning, territory design, quota allocation, and capacity planning. This role also entails collaborating with finance, marketing, and sales leadership to refine revenue targets, driving the sales forecasting process, and providing insights to optimize sales productivity.

To qualify for the Lead, Revenue Planning and Strategy position at StackAdapt, candidates should have 5+ years of experience in sales operations or a related analytical role. Proficiency in Excel and SQL is essential, as is experience with sales forecasting and territory planning tools. Excellent problem-solving skills and strong communication abilities to present insights to stakeholders are critical.

The Lead, Revenue Planning and Strategy heavily influences sales performance at StackAdapt by analyzing data to identify trends and inefficiencies. This role involves providing actionable insights that enhance sales productivity, managing the sales forecasting process to ensure its accuracy, and supporting training initiatives that empower the sales team.

Leads in Revenue Planning and Strategy at StackAdapt work with a range of tools including sales forecasting software like Anaplan and Pigment, as well as CRM and BI platforms. Their role includes evaluating, selecting, and implementing these tools to improve operational efficiency and enable data-driven decision-making.

Yes, remote work is available for the Lead, Revenue Planning and Strategy position at StackAdapt. We embrace a remote-first culture, welcoming candidates from anywhere in Canada or the US to join our innovative team.

When answering this question, highlight specific sales forecasting tools you've used, like Anaplan or Pigment. Share examples of how your forecasting efforts led to improved accuracy or increased revenue, emphasizing your analytical skills and the insights you provided to the team.

In your response, present a structured plan that includes analyzing market data, assessing team potential, and ensuring fairness in quota assignment. Mention any past successes in territory design or quota allocation and how it impacted sales performance.

Share a detailed example of a specific analytical challenge, explaining the steps you took to analyze the data and formulate a solution. Highlight your problem-solving techniques and the positive outcomes resulting from your actions.

Explain your process for designing dashboards and reports that convey relevant KPIs. Emphasize how you've tailored reporting to suit different stakeholders and provided actionable insights based on observed trends.

Discuss your approach to building relationships with different teams such as finance, marketing, and sales. Share specific examples where your collaborative efforts led to aligned goals and successful projects.

Present a strategic plan that includes data analysis to identify inefficiencies, training initiatives, and technology utilization to streamline operations. Providing concrete examples of past strategies you implemented successfully will strengthen your answer.

Illustrate your flexibility in communication styles by discussing how you tailor your presentation to the audience's needs. Mention the importance of visuals, clarity, and summarizing key insights to ensure effective communication.

Detail your hands-on experience in selecting and implementing forecasting tools, outlining the evaluation process and training techniques you employed to ensure successful adoption within the team.

Share your methodology for conducting market analysis, competitor assessments, and customer feedback collection to identify growth opportunities. Highlight any successful initiatives you've led as a result.

Express your admiration for StackAdapt’s innovative approach to advertising and its commitment to diversity and inclusion. Discuss how your skills and values align with the company's mission, and your enthusiasm to contribute to their continued success.