Senior Manager, Sales Strategy and Planning

Posted 4 Days Ago
Be an Early Applicant
Hiring Remotely in US
Remote
123K-181K Annually
Senior level
Edtech
The Role
The Senior Manager of Sales Strategy and Planning will lead the Sales Operating Plan, manage sales forecasting, drive business reviews, and facilitate quota-setting. This role requires cross-functional collaboration to optimize sales performance and strategic planning, while also serving as a strategic advisor to Sales leadership to enhance decision-making processes.
Summary Generated by Built In

Our Mission and Opportunity

Early education is one of the greatest determinants of childhood outcomes, is a must for working families, and has lasting social and economic impact. Brightwheel’s vision is high quality early education for every child. We pursue this by directly supporting teachers in the classroom, engaging parents in the development of their kids, and enabling the small businesses that make up the backbone of the $175 billion early education industry. Brightwheel is the most loved technology brand in early education, trusted by tens of thousands of providers and millions of educators and families.


Our Team

Our team is passionate, talented, and customer-focused. We embody our Leadership Principles in our work and culture. We are a fully remote team with employees across every time zone in the US. Our exceptional investor group includes Addition, Bessemer, Emerson Collective, Lowercase Capital, Mark Cuban Notable Capital, and others.


Who You Are

Brightwheel is seeking an experienced Sales Strategy and Planning professional to join the Sales Operations team. In this role, you will be responsible for driving both annual and ongoing planning for Sales, and designing regular reporting that allows Sales leadership to quickly understand how we’re progressing against those plans. Additionally, you will own a real-time forecast of our Sales results, from new leads through closed won and activated customers. You will run quota setting for brightwheel’s Sales team, setting targets that are both achievable and motivating for the team. Most importantly, you will serve as a strategic thought partner for Sales leadership, building frameworks and surfacing insights that increase the speed and effectiveness of decision making.


You are competitive and motivated by business impact. You are comfortable operating across all levels and cross-functionally to get things done. You are an outstanding communicator, able to influence stakeholders at all levels of the business.

What You’ll Do

  • Own the Sales Operating Plan: Partner closely with Finance during the annual planning process and continuously refine the Sales operating plan throughout the year. Clearly document, communicate, and manage ongoing adjustments to ensure alignment with evolving business objectives.
  • Drive Weekly, Monthly, and Quarterly Business Reviews: Facilitate regular business reviews, delivering actionable insights, comprehensive reporting, and performance analysis to help Sales leadership maintain a clear understanding of progress and strategic alignment.
  • Develop and Maintain the Sales Forecast: Manage the end-to-end forecast, collaborating closely with Sales leaders and cross-functional teams to deliver accurate, timely forecasts that inform quota-setting, resource allocation, and strategic planning.
  • Collaborate Cross-Functionally to Drive Growth: Partner closely with Finance, Marketing, and Onboarding teams to analyze performance metrics, proactively identify growth opportunities, and recommend real-time adjustments to optimize Sales performance.
  • Lead Quarterly Quota Setting: Own the quarterly quota-setting process, working with Sales leadership and cross-functional stakeholders to ensure quotas are data-driven, fair, transparent, and aligned with company strategy.
  • Drive Mission-Critical Initiatives: Identify, prioritize, and lead high-impact strategic projects aimed at improving sales productivity, efficiency, and effectiveness. Partner closely with cross-functional stakeholders to drive execution and measure outcomes against clearly defined objectives.
  • Be a Strategic Thought Partner: Act as a trusted strategic advisor to Sales leadership, offering data-driven insights and recommendations on territory optimization, quota design, incentive structures, and resource allocation.

Qualifications, Skills, & Abilities

  • Proven experience (8+ years) in Sales Operations, Planning, Business Operations, or a related analytical role, preferably within a high-growth SaaS or technology organization.
  • Strong analytical and modeling skills, including the ability to develop forecasting models, analyze complex data, and translate insights into actionable strategies.
  • Exceptional communication and presentation skills, capable of effectively partnering across teams to drive alignment and achieve business outcomes.
  • Exceptional critical thinking, analytical and problem-solving skills. Able to bring structure to ambiguous challenges.
  • Advanced proficiency in Excel and Salesforce, with familiarity in BI tools (e.g., Tableau, Sigma) strongly preferred.

Equity & Ownership:

We believe in empowering our employees as stakeholders in brightwheel’s success. As an equity holder, your financial upside grows alongside the company’s achievements, offering a truly meaningful and compelling long-term opportunity.


Premium Benefits & Wellness Support:

We want our team members and their families to thrive. We support this through:

Healthcare Coverage: Medical, dental, and vision benefits typically valued at $15,000+, with brightwheel providing high coverage for both employees and families 

--Generous Paid Parental Leave for growing families

--Flexible Paid Time Off (PTO) to recharge and relax

--401(k) Enrollment to help you plan for the future

--Monthly Wellness & Productivity Stipend to support your well-being


Work-Life Flexibility:

We are a fully remote company, giving you the flexibility to work from where you thrive. Say goodbye to the commuting hassle and reclaim valuable time for what matters most.


Brightwheel is committed to creating a diverse and inclusive work environment and is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Top Skills

Excel
Salesforce
Sigma
Tableau
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The Company
HQ: San Francisco, CA
373 Employees
On-site Workplace

What We Do

Brightwheel is the leading platform for early education that combines SaaS, Payments, and a consumer-like daily experience. With brightwheel, teachers save valuable time through easy tools for assessment, communication, and photo sharing; administrators can manage their business with enrollment, reporting, and online bill pay; parents get a beautiful, real-time view of their child’s day that helps them participate in the learning + continue it at home. Brightwheel is the fastest growing and top reviewed product in early education - a $100B US market. Investors include Addition, Bessemer, Emerson Collective, GGV Capital, Lowercase Capital, and Mark Cuban. We're hiring!

Open Positions: https://jobs.lever.co/brightwheel
Shark Tank Pitch: https://www.youtube.com/watch?v=5iKitGJeAZ4

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