Manager, Strategy and Planning

Responsibilities

• Own end-to-end design, implementation, and governance of Sales Incentive Plans (SIPs) for 500+ commissioned roles
• Manage monthly and quarterly commission calculations and payout processes
• Own the Commissions forecasting process in partnership with FP&A
• Lead the annual quota-setting process and develop quota capacity models
• Build cost models and scenario analyses to quantify financial impact of plan changes
• Lead the Bookings forecasting function and reconcile operational forecasts to financial plans
• Partner with GTM Systems and BI to define analytical infrastructure and dashboards
• Manage and develop a team of three to four analysts
• Present findings and recommendations directly to the CRO and CFO

Requirements

• Bachelor's degree in Finance, Business, Economics, or Mathematics
• 5+ years of progressive experience in sales compensation, sales operations, commercial finance, FP&A, or GTM strategy
• 2+ years of experience managing direct reports
• Authorization to work in the United States without visa sponsorship

Preferred Qualifications

• MBA or other post-graduate degree
• Experience designing incentive programs for complex, multi-segment organizations
• Track record of influencing C-level stakeholders (CRO, CFO)
• Experience with Bookings or Revenue forecasting in a SaaS/subscription business
• Proficiency in Excel, Google Sheets, and BI tools like Tableau, Looker, or Power BI
• Experience with compensation platforms (Xactly, Varicent) and Salesforce
• Certified Sales Compensation Professional (CSCP) or CCP designation

Benefits

• Comprehensive health, medical wellness, and life insurance
• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend and tuition reimbursement
• 401k match and shared ownership employee stock program
• Generous vacation, sick, and volunteer days

About the Company

PitchBook, a Morningstar company, is a growth-stage commercial organization that provides data and analytics to the global investment community. We thrive on collaboration, innovation, and a culture of curiosity.