Manager, Revenue Strategy & Planning

About Invoca:

Invoca is the industry leader and innovator in AI and machine learning-powered Conversation Intelligence. With over 300 employees, 2,000+ customers, and $100M in revenue, there are tremendous opportunities to continue growing the business. We are building a world-class SaaS company and have raised over $184M from leading venture capitalists including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. Growth Partners, and Salesforce Ventures.

About the Role:

The Manager of Revenue Strategy & Planning will play a pivotal role in ensuring the efficiency and effectiveness of our Sales organization, with a primary focus on Deal Desk and Order Management. This role will oversee global deal desk operations, ensuring seamless processing and management of deals, while also collaborating with Finance, Legal, and Sales teams to review, structure, and approve complex deals. In addition to deal desk responsibilities, this role will also assist with strategic planning, sales compensation, quota planning, and pipeline & forecast management. The ideal candidate will have a robust understanding of deal desk management and operations, coupled with experience in sales strategy and execution, and the ability to drive cross-functional collaboration. This role will report directly to the VP, Sales Operations, Strategy & Enablement. 

You Will:

• Deal Desk and Order Management: 
  • Oversee Global Deal Desk Operations: Lead the team to ensure efficient, accurate, and timely deal processing while maintaining high service standards.
  • Collaborate on Deal Reviews and Approvals: Work with Finance, Legal, and Sales to review and approve complex deals, ensuring alignment with policies and objectives.
  • Develop custom quotes and align them with pricing strategies. Collaborate with Product and Pricing teams for competitive solutions.
  • Compliance and Risk Management: Ensure deals meet internal controls, legal standards, and regulations. Address potential risks and work on mitigation.
  • Process Optimization and Automation by improving deal desk processes for efficiency and scalability. 
  • Serve as the main contact for deal desk processes. Partner with Revenue Training & Enablement to support teams.
  • Ensure integration with Revenue Technology, Business Systems, and other teams for seamless deal processing.
  • Keep up with industry best practices and drive improvements in deal desk operations.
• Sales Strategy, Planning, and Execution:
  • Support Sales planning, including program, incentive, and policy development.
  • Assist with strategic planning, setting OKRs and KPIs for the Sales organization.
  • Align Sales strategies, goals, and projects …