Revenue Insights & Planning Manager

Learning A-Z • Full-time • Remote (Remote from United States of America) • 1w ago

Fast Facts

The Revenue Insights & Planning Manager will drive data analytics and forecasting within the Revenue Operations team, collaborating with Sales, Marketing, Customer Success, and Finance to optimize revenue growth and reporting processes.

Responsibilities: Key responsibilities include building dashboards for pipeline metrics, conducting analytics for sales leadership, running forecasting processes, developing coverage models, and collaborating with cross-functional teams.

Skills: Required skills include expertise in Salesforce and BI tools (Tableau, Power BI), strong analytical abilities, exceptional communication skills, and experience in the B2B SaaS sector.

Qualifications: Preferred qualifications include 5+ years in Revenue Operations or related fields, particularly in the K-12 EdTech industry, and the ability to handle both tactical and strategic analytics.

Location: Remote position based in the United States, requiring a reliable internet connection.

Compensation: Not provided by employer. Typical compensation ranges for this position are between $90,000 - $130,000.

Job Overview:

The Revenue Insights & Planning Manager is a key member of our Revenue Operations team, responsible for turning data into actionable insights and ensuring our sales organization is set up for success. This role blends analytics, forecasting, and planning to give leadership the visibility needed to grow effectively. You’ll partner with Sales, Marketing, Customer Success, and Finance to provide trusted reporting, accurate forecasting, and forward-looking coverage models.

Job Responsibilities:

Analytics & Insights

Build and maintain dashboards that track pipeline health, win rates, cycle times, and rep productivity
Conduct ad hoc analysis to answer sales leadership questions (e.g., where deals stall, competitor trends, rep performance)
Define and monitor core GTM KPIs across the revenue funnel
Ensure data integrity and consistency across CRM and BI tools

Forecasting & Planning

Run the weekly/quarterly forecasting process in partnership with Sales and Finance leaders
Develop pipeline coverage models and scenario planning to assess attainment risk
Support annual planning: territory carving, account assignments, and quota design
Provide board-level reporting and executive summaries on revenue performance and outlook

Collaboration & Process

Liaise with Sales, Finance, and Marketing Ops to ensure alignment on data definitions and reporting
Partner with Enablement and Process leaders to turn insights into improved GTM execution
Provide thought partnership to leadership on growth strategy, backed by data

Job Requirements:

5+ years in Revenue Operations, Sales Operations, Business Analytics, or FP&A
Proven Salesforce and BI tool expertise (Tableau, Power BI, Looker, etc.)
Extensive B2B SaaS experience required and related K-12 EdTech industry experience highly preferred
Proven experience running sales forecasting processes and supporting revenue planning
Ability to balance tactical analytics requests with strategic forecasting needs
Strong communicator; able to present insights to senior leaders with clarity and confidence
Comfort in fast-paced, cross-functional environments where priorities shift
Analytical translator: Can take raw data and turn it into business decisions
Forecasting rigor: Delivers reliable pipeline visibility and identifies risks early
Cross-functional partner: Works seamlessly with Sales, Finance, and Marketing leaders
Scalable mindset: Builds processes and reporting that can grow with the business

To learn more about our organization and the exciting work we do, visit https://www.lexialearning.com/.

Remote First Work Environment

Our Remote First approach gives employees the flexibility and trust they need to effectively balance work with life. It creates a culture in which all employees are valued and where success is measured in results. It allows us to work collaboratively, inclusively and for greater positive impact, regardless of our individual locations.

If you will be working remotely, either occasionally or on a permanent basis, you must have a reliable internet connection through a cable or fiber-optic broadband service with minimum speeds of 10 Mbps download and 5 Mbps upload.

The successful candidate will be expected to actively participate in video-based interviews during the recruiting process and ongoing virtual meetings with their camera on, as part of their role.

As part of our Remote-First benefits, Cambium offers reimbursement to help cover the cost of setting up your home or remote office.

An Equal Opportunity Employer

We are dedicated to fostering a culture that celebrates unique backgrounds, ideas, and experiences. All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, age, religion, sex (including pregnancy, gender, gender identity/expression, or sexual orientation), national origin, protected veteran status, disability, or genetic information (including family medical history).

We will provide reasonable accommodations for qualified individuals with disabilities. You may request an accommodation during the recruiting process with your Talent Acquisition team member.