
About Invoca
Transforming conversations into actionable insights
Key Highlights
- Founded in 2008, headquartered in Santa Barbara, CA
- $199.8 million raised in funding, recognized as a Unicorn
- Serves leading brands in automotive, healthcare, and financial services
- 20 days PTO plus additional leave options for employees
Invoca is an AI-powered conversation intelligence platform headquartered in Santa Barbara, CA, that helps revenue teams optimize digital interactions and drive conversions. Founded in 2008, Invoca has raised $199.8 million in funding from investors like Silver Lake Waterman and Kingfisher Investment...
🎁 Benefits
Invoca offers 20 days of paid time off, 15 paid holidays, and 10 days of compassionate leave. Employees also benefit from a wellness subsidy for fitne...
🌟 Culture
Invoca fosters a culture focused on leveraging AI to enhance customer interactions and drive business results. The company prioritizes innovation and ...
Skills & Technologies
Overview
Invoca is hiring a Senior Revenue Strategy & Planning Analyst to support planning and forecasting workflows for their Revenue Operations team. You'll work closely with Sales and Customer Success to drive efficiencies and ensure performance targets are met. This position requires strong analytical skills and experience in revenue operations.
Job Description
Who you are
You have a strong background in revenue operations, with at least 5 years of experience in planning and forecasting. Your analytical skills are top-notch, allowing you to pressure-test performance assumptions and define booking targets effectively. You thrive in collaborative environments, working closely with Sales, Finance, and RevOps leaders to drive business growth. Your attention to detail ensures that every project is delivered with accountability and excellence.
You are detail-oriented and strategic, with a knack for compensation modeling, quota setting, and capacity planning. You understand the intricacies of sales capacity and forecasting methodologies, and you are comfortable navigating complex challenges. Your ability to communicate effectively with cross-functional teams makes you a key contributor to the success of the organization.
What you'll do
In this role, you will focus on core planning and forecasting workflows that support Invoca's go-to-market engine. You will partner closely with Sales leadership to define booking targets and ensure that sales capacity aligns with business goals. Your responsibilities will include developing compensation models and quota-setting frameworks that drive performance across the Sales and Customer Success teams.
You will also be responsible for analyzing sales performance data to identify trends and insights that inform strategic decisions. Collaborating with Finance, you will ensure that revenue forecasts are accurate and reflect the company's growth trajectory. Your work will directly impact the efficiency and effectiveness of the Revenue Operations team, contributing to Invoca's overall success.
What we offer
Invoca offers a dynamic work environment where you can make a significant impact on the company's growth. As part of a world-class SaaS company, you will have access to innovative tools and resources that empower you to excel in your role. We value collaboration and encourage you to bring your expertise to the table, helping us tackle complex challenges together. Our commitment to diversity and inclusion ensures that every team member feels valued and supported in their professional journey.
Interested in this role?
Apply now or save it for later. Get alerts for similar jobs at Invoca.
Similar Jobs You Might Like
Based on your interests and this role

Revenue Operations
PandaDoc is hiring a Senior Analyst for Revenue Strategy & Insights to support data-informed decision-making and optimize go-to-market strategies. You'll analyze key revenue metrics and build robust reporting dashboards. This position requires expertise in SQL and data analysis.

Financial Analyst
Justworks is seeking a Senior Analyst for Revenue Planning & Analysis to drive data-driven insights for their go-to-market strategy. You'll work with SQL and data analysis to inform revenue strategies. This role requires strong analytical skills and experience in revenue planning.

Data Scientist
Mozilla is hiring a Staff Data Scientist to lead revenue forecasting and provide insights into revenue performance. You'll collaborate closely with Finance and senior leadership to model future outcomes. This role requires expertise in data science and analytics.

Fp&a Analyst
Phantom is hiring a Senior FP&A Analyst to build the financial foundation for growth. You'll drive forecasting, reporting, and analytical frameworks to support strategic decisions. This role requires strong analytical skills and experience in financial modeling.

Revenue Operations
CircleCI is hiring a Revenue Strategy and Operations Senior Analyst to develop and execute strategies that enhance growth and improve efficiency. You'll collaborate with cross-functional teams and manage CRM data integrity. This position requires strong analytical skills and experience in business development operations.