Pipeline Management & Bookings Forecasting
- Own the end-to-end management of the sales pipeline for vertical markets, ensuring data integrity, visibility, and actionable insights.
- Collaborate closely with Sales Leadership and Revenue Operations to produce accurate weekly, monthly, and quarterly bookings forecasts.
- Proactively identify gaps, risks, and opportunities in the pipeline; recommend strategic actions to meet or exceed targets.
- Develop and maintain robust forecasting models that integrate sales trends, market dynamics, and seasonal behavior.
Strategic Data Analytics & Performance Metrics
- Design and lead analytical initiatives that uncover performance trends, customer behaviors, and market opportunities.
- Create and maintain dashboards, scorecards, and KPIs that align with vertical goals and executive reporting requirements.
- Conduct deep-dive analyses to inform strategic decisions, such as segmentation effectiveness, win/loss rates, and product adoption patterns.
- Partner with the Business Intelligence team to automate data flows and ensure reliable, scalable reporting.
Commercial Finance Partnership
- Work cross-functionally with the Finance team to develop business cases, evaluate deal structures, and guide commercial decision-making.
- Drive alignment between bookings forecasts and financial plans, including revenue recognition and margin optimization.
- Support planning cycles (annual, quarterly) with financial modeling, budget tracking, and scenario analysis.
- Provide financial insights to Sales and GTM teams to inform investment prioritization and incentive design.
Strategy Development & Execution
- Partner with Vertical Market Leaders to define strategic priorities, growth initiatives, and operational plans.
- Lead execution of strategic projects, such as market expansion, cross-sell initiatives, or AI-driven solution rollouts.
- Conduct competitive benchmarking and market analysis to support go-to-market strategies and vertical differentiation.
- Monitor progress against strategic objectives and provide regular performance updates to executive stakeholders.
Operational Efficiency & Process Optimization
- Identify and implement process improvements across pipeline management, forecasting, reporting, and deal execution.
- Standardize and document business processes to ensure consistency, scalability, and compliance across vertical operations.
- Collaborate with Sales Operations, Product, and Customer Success teams to streamline end-to-end customer engagement workflows.
- Introduce tools and best practices that improve productivity and collaboration across cross-functional teams.
Leadership, Communication & Cross-Functional Alignment
- Act as a trusted advisor and operational leader to Vertical GMs and Sales Leaders, helping translate strategic goals into operational actions.
- Foster collaboration across departments, ensuring alignment between Sales, Marketing, Product, and Finance on key initiatives.
- Prepare and deliver executive-level presentations, business reviews, and strategic recommendations.
- Serve as a role model for independence, assertiveness, and a proactive mindset in driving business results.
You will have an advantage if you also have:
- Strategy & Operational Excellence:
- Pipeline & Forecast Management:
Oversee and optimize the end-to-end sales pipeline process for vertical markets; drive accurate and timely bookings projections in collaboration with Sales, Marketing, and Finance. - Data Analytics & Insights:
Serve as trusted operational partner to the leadership team and lead data analysis efforts to identify trends, forecast growth, and provide actionable insights and recommendations; develop dashboards and performance metrics that support vertical strategy execution. - Commercial Finance Partnership:
Collaborate with Finance to model deal economics, monitor margins, and guide pricing decisions; support annual planning and with financial rigor - Process Improvement:
Identify and implement operational improvements to enhance scalability, efficiency, and data integrity across vertical market activities. Monitor projects progress against objectives, and ensure timely delivery of outcomes. - Stakeholder Communication:
Deliver clear, concise updates and recommendations to senior leadership; facilitate alignment across Sales, Product, Marketing, and Finance functions.
Have you got what it takes?
- 5+ years of experience in business operations, strategy, commercial finance, or related roles—ideally within enterprise software, SaaS, or tech companies.
- Proven ability to manage pipeline, forecast bookings, and translate complex data into strategic decisions.
- Strong analytical mindset with proficiency in Excel, Salesforce, BI tools, and data visualization platforms (e.g., Tableau, Power BI).
- Excellent communication skills, with the ability to influence cross-functional teams and executive stakeholders.
- Highly independent and proactive; assertive in driving outcomes and solving problems.
- Experience working in fast-paced, dynamic environments with evolving priorities.
- Bachelor's degree in Business, Finance, Economics, or related field; MBA or advanced degree is a plus.