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Sr Manager Sales Strategy and Analytics

Job in Coos Bay, Coos County, Oregon, 97458, USA
Listing for: HealthEquity
Full Time position
Listed on 2026-01-26
Job specializations:
  • Business
    Data Analyst, Business Systems/ Tech Analyst
  • IT/Tech
    Data Analyst, Data Science Manager, Business Systems/ Tech Analyst
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

Our Mission

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

Overview

How you can make a difference

The Senior Manager, Revenue Analytics & Forecasting is a critical leader within the Revenue Operations organization, responsible for designing, governing, and operating the analytical and forecasting backbone that enables disciplined growth, predictable execution, and leadership decision-making.

This role owns revenue data integrity, forecasting architecture, metric definition, and narrative reporting, ensuring that Sales, Finance, and Executive Leadership operate from a single, trusted version of the truth. The Senior Manager leads advanced analytics, forecasting hygiene, scenario modeling, and executive insights that directly influence go-to-market strategy, capacity planning, and revenue outcomes.

This is a hands‑on, high‑judgment leadership role requiring deep Salesforce and CPQ knowledge, advanced SQL proficiency, strong financial acumen, and the ability to translate complex data into clear, actionable narratives that drive accountability and performance.

This role is typically performed remotely, with periodic travel for leadership planning, QBRs, and cross‑functional working sessions as needed.

What you’ll be doing
  • Manages and carries out personnel actions for direct reports, including but not limited to hiring and workforce planning; training and development; performance management; coaching and feedback; and making salary, merit, and compensation recommendations as appropriate.
  • Builds and sustains a high‑performing analytics and forecasting team by establishing clear expectations, operating standards, and accountability mechanisms aligned to Revenue Operations priorities.
Revenue Data & Metric Architecture (Ongoing)
  • Own enterprise revenue metric definitions, logic, and documentation across Salesforce, CPQ, and downstream reporting systems.
  • Audit Salesforce and CPQ changes to assess downstream impact on metrics, dashboards, and historical comparability.
  • Ensure consistency and integrity of revenue reporting across Sales, Rev Ops, and FP&A.
  • Document assumptions, calculation logic, and metric changes to support leadership decision‑making and financial governance.
  • Validate historical comparability and trend integrity during system changes, GTM shifts, or process redesigns.
Forecasting Architecture & Integrity
  • Design and enforce rep‑level forecast input standards and hygiene expectations.
  • Own segment rollups and GTM motion‑based forecasting models.
  • Track forecast accuracy, bias, and variance drivers across segments, teams, and time horizons.
  • Build scenario models to support leadership decisions related to capacity, pipeline coverage, productivity, and risk.
  • Continuously refine forecasting methodologies as pipeline composition, sales motions, and market dynamics evolve.
Dashboards, SQL, and Analytical Validation
  • Leverage advanced SQL to reconstruct pipeline and revenue truth across Salesforce, CPQ, activity, and account data.
  • Validate Salesforce dashboards against raw data sources to ensure accuracy and trust.
  • Diagnose and resolve discrepancies surfaced by FP&A, Sales Leadership, or Executive stakeholders.
  • Establish analytical quality standards and validation routines across Rev Ops reporting assets.
Narrative Reporting & Sales Performance Enablement

Beyond dashboards, translate data into clear, decision‑driving insights, including:

  • Weekly Revenue Insights – highlighting trends, risks, and execution priorities.
  • Forecast Confidence Memos (Weekly / Monthly) – aligning Sales, Rev Ops, and FP&A on outlook and assumptions.
  • Segment & GTM Motion Readouts (Monthly / Q ) – explaining performance drivers and outcomes.
  • Sales Performance & Effectiveness (SPE) Scorecard Analysis – enabling inspection, accountability, and coaching.
Ancillary & Ongoing Analytics Responsibilities
  • Conduct Salesforce release impact analysis to assess metric and reporting implications.
  • Measure impact of GTM experiments, process changes, and enablement initiatives.
  • Support ad‑hoc, high‑stakes executive analyses with speed and precision.
  • Partner with Finance on reconciliation, close support, and forecast…
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