Revenue Analytics & Planning Manager, Firstup
$120-140k
Workplace communication platform
Open for applications
Workplace communication platform
201-500 employees
Open for applications
$120-140k
201-500 employees
Company mission
To improve the employee experience at every moment that matters, large and small.
Role
Who you are
- 6–10 years in RevOps, FP&A, or analytics roles; prior people management or player-coach experience preferred
- Strong forecasting and financial modeling experience
- Experience supporting executive-level decision-making
- Advanced Excel/BI skills; familiarity with AI/ML tools applied to forecasting or analytics a plus
- Strong hands-on knowledge of Salesforce.com and Clari for reporting, dashboards, and pipeline data structures
- Experience with quota and territory planning methodologies
- Strong business judgment and communication skills
What the job involves
- Own revenue predictability, planning, and executive insight across new, renewal, and expansion revenue
- Acts as a player-coach — managing a post-sales analyst (scaling to 2-3 as the team grows) while personally owning pre-sales analytics and planning. Responsible for forecast accuracy, capacity planning, performance narrative, and applying AI to drive efficiency and predictive insight
- Manage and coach a Revenue Insights Analyst focused on post-sales analysis; hire and scale the team as scope grows
- Own pre-sales analytics and planning personally while overseeing team output and quality
- Own forecast methodology and accuracy across all revenue streams
- Lead forecast cadence and executive performance reviews
- Build and manage capacity models (headcount, coverage, productivity)
- Lead annual and quarterly planning processes; integrate pipeline signals with planning assumptions
- Lead quota and territory planning processes, ensuring capacity, coverage, and quota assumptions are aligned and data-backed
- Translate performance data into actionable insight, including CAC, sales effectiveness, and full-funnel conversion/velocity across new, renewal, and expansion
- Proactively flag performance risks and pipeline gaps early - before quarter-end - with clear recommended actions
- Deliver executive and Board-level reporting
- Build and maintain pipeline reporting (coverage, conversion, progression, aging)
- Support forecast process (rollups, validation, scenarios)
- Track leading indicators (pipeline creation, early-stage conversion)
- Produce weekly forecast packages and dashboards
- Ensure data accuracy and reporting consistency
- Implement approaches to apply AI to streamline forecast modeling and scenario generation
- Use AI-driven anomaly detection to surface pipeline/forecast risk earlier
- Leverage AI to automate draft narratives and insights, freeing time for judgment-level analysis
Our take
As hybrid and remote work models become commonplace, workplace communication struggles to keep pace. Many companies now grapple with burnout and digital fatigue, compounded by the absence of regular face-to-face interaction, leaving HR teams and managers searching for effective engagement strategies.
Enter Firstup, a solution designed to tackle this challenge head-on. It offers a workplace communication platform that seamlessly integrates with a company's HR systems. By tapping into data from recruitment, performance management, talent acquisition, and other sources, Firstup builds detailed employee profiles. This enables companies to craft and deliver personalized engagement initiatives, ultimately enhancing productivity and retention rates.
With a track record of success, Firstup has recently surpassed the $100M mark in annual recurring revenue and clinched the prestigious 2023 HR Tech Award for Employee Experience. Already trusted by over 40% of the Fortune 100, including industry giants like Amazon, Holton, and Ford, Firstup is set for continue growth. Its ability to adapt to the evolving needs of the modern workforce ensures it remains a key player in the realm of workplace communication and engagement.
Steph
Company Specialist at Welcome to the Jungle
Insights
2% employee growth in 12 months
Company
Company benefits
- Health Coverage: Doing your best starts with feeling your best. We provide fully paid medical, dental, and vision for employees, plus 70% for dependents
- Flexible Time Off: You can’t mobilize if you don’t rest and recharge—so take as much paid time off as you need
- Fruity Umbrella Drink Bonus: When we say we want you to take time off, we mean it. To encourage you, we offer extra compensation when you take time off in full-week increments
- Retirement Plan: There’s life beyond work, and someday there will be a lot of it. We’ll help you save for that time
- Professional Development: We invest in our people and build their skills for the future of work—no matter where that future takes them
- Family Leave: We support making big changes, and nothing will change your life more than bringing a child into your family. That’s why we offer 12 weeks of fully paid family leave for all parents
- Volunteer PTO: We give you paid days off to give back because we want our workforce to be a force for good
- Commuter Benefits: Although much of our workforce is remote, when we do head into the office, we subsidize eco-friendly ways to get there
Company HQ
Financial District, San Francisco, CA
Leadership
Bill Schuh
(CEO)Prior to joining Firstup in 2025, Bill was the CRO at Anaplan for over 4 years. Before that, they spent 4 years at Medallia as a VP of Sales (Americas), SVP and then EVP of Global Industry Sales.
Kristin Brenna
(CMO)Prior to joining Firstup in 2025, Kristin was a VP of Marketing at Legion Technologies, Datrium, Lightstep, and Sencha. They were also a Senior Director of Product Marketing & Demand Generation at Synopsys for 4 years.
Cheryl Chavez
(CPO)Prior to joining Firstup in 2022, Cheryl was the CPO at Bloomreach, Duetto and Engagio. They were also a Group VP of Product Management & UX at Merketo for 8 years.
Vinod Malhotra
(CTO)Prior to joining Firstup in 2025, Vinod was the CTO at Perceptyx. Before that, they spent 4 years at BlackLine as a VP then Senior VP of Engineering.
Sabra Sciolaro
(CPO)Prior to joining Firstup in 2022, Sabra spent nearly 7 years at FireMon as a VP of HR. Before that, they worked in HR roles at FishNet Security, Helzberg Diamonds and HRS Erase.
Mike Skelly
(CFO)Prior to joining Firstup in 2022, Mike was the CFO at AbacusNext, Trio Health, and UpWind Solutions. They also worked at The Active Network for nearly 9 years as an SP of Finance and spent nearly 5 years at Enterprise Partners Venture Capital as a Senior Associate.
Craig Steele
(CRO)Craig previously worked at Velocity Global, joining as a Managing Director of Americas before becoming the Global Head of Sales and then CRO. Prior to that, they spent 5 years at Anaplan in various VP roles.
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