Revenue Planning

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Job Description
Job Description:
Datasite is seeking a Sr Manager, Revenue Planning and Analytics that will lead revenue forecasting, planning, and analysis to guide critical business decisions. Partnering with senior leaders and key partners across the organization, you'll develop and refine forecasting and planning models, provide insights on performance drivers, and deliver executive-ready analysis that shapes our growth strategy and problem solving. The ideal candidate combines financial expertise and business acumen with advanced Excel skills, a strong command of SaaS and subscription revenue dynamics, and the ability to communicate complex insights clearly through both data and storytelling.

Responsibilities

• Lead enterprise-wide revenue forecasting, planning, and scenario analysis to deliver critical insights that shape strategy, inform FP&A, and communicate performance to senior leadership.
• Develop and manage short-term and long-term revenue models aligned with corporate objectives, market trends, and sales/product pipelines.
• Partner closely with Finance, Sales, and Product teams to provide insights on revenue performance, drivers, risks, and opportunities.
• Consolidate financial inputs from multiple stakeholders into clear, data-driven recommendations for executive leadership.
• Drive the annual and quarterly planning processes, ensuring accuracy, transparency, and alignment with business strategy.
• Analyze customer, product, and regional performance trends to inform go-to-market and product strategies.
• Build and maintain dashboards, reporting frameworks, and presentations to track performance vs. plan and support executive-level communication.
• Provide decision support for pricing, packaging, product launches, and investment prioritization through revenue impact analyses.
• Partner with Data, Analytics, and BI teams to guide roadmap priorities, ensuring data requirements and business use cases are effectively operationalized into BI solutions.
• Serve as a subject matter expert on revenue drivers, forecasting methodologies, and analytical best practices.
• Begin as an individual contributor and transition into people leadership as the business and functional requirements evolve in the near future, helping establish a high-performing revenue planning team.

Education

• Bachelor's degree in Finance, Economics, Business, Statistics, or a related field required.
• Master's degree in quantitative fields (Business, Analytics, etc.) preferred.

Qualifications And Skills

• 5+ years of experience in financial planning & analysis (FP&A), revenue planning, or strategic finance roles, ideally in SaaS, technology, or product-led organizations.
• Proven expertise in complex revenue forecasting, modeling, and scenario planning.
• Strong analytical skills with the ability to translate complex data into actionable insights.
• Advanced Excel proficiency required, including complex financial modeling, scenario/sensitivity analysis, advanced functions, pivot tables, data integrations, and data visualization.
• Experience with data and BI tools such as Power BI, Tableau, Salesforce CRM Analytics, etc.
• Excellent written and verbal communication and storytelling skills, with required expertise in building executive-ready PowerPoint presentations.
• Ability to partner cross-functionally with Finance, Sales, and Product leaders, influencing decisions through data and insights.
• Strong business acumen with an understanding of SaaS and subscription revenue models, sales pipelines, and product dynamics.
• High attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• Ability to work as a senior individual contributor while driving high-impact initiatives.

Work Location & Flexibility
This position is based in our
Heredia, Costa Rica
office and follows a hybrid work model. Employees are expected to work
on-site a minimum of two days per week
. Please note that
specific business units or role requirements may require additional in-office days
based on team collaboration needs or operational priorities.

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.