Job description:

This is a New Yorkbased, inoffice Sales Strategy & Planning Manager role for a fastgrowing AI company in the accounting/fintech space, focused on building the sales planning engine from scratch while supporting very strong inbound demand.

The role owns the endtoend sales planning and analytics function for a B2B software company selling AI solutions into large accounting firms and an emerging midmarket segment. You will act as a founding individual contributor in a highgrowth environment, partnering closely with sales leadership and revenue operations to bring structure, forecasting rigor, and compensation design to a rapidly scaling gotomarket motion.

Build and own the full forecasting process, giving leadership clear, accurate quarterly outlooks on bookings and revenue.

Design territory structures and quota models for both enterprise (top accounting firms) and a newer midmarket inhouse motion.

Maintain pipeline health and data accuracy, ensuring CRM information is clean and provides realtime visibility into deal progression.

Develop and administer sales compensation plans aligned with company growth goals as the GTM team adds 40+ hires.

Regularly present performance insights, capacity planning, and strategic recommendations to senior leadership in partnership with RevOps.

Qualifications:

4+ years in sales strategy, GTM operations, or similar roles in B2B software, with hands-on experience building forecasting, territory, or compensation processes from the ground up.

Background in consulting, finance, or investment banking plus startup experience; strong preference for candidates from rigorous academic environments.

Advanced spreadsheet and BI/analytics skills (e.g., Excel/Sheets, SQL, or modern BI tools) and fluency with CRM data such as Salesforce or similar.

Comfortable operating as a highly independent individual contributor in a fast-paced setting, without direct reports initially.

Avoids profiles that are exclusively large-enterprise/big-tech, or that show frequent short tenures under two years.

Full-time, in-office role based in Manhattan (Flatiron area), with a requirement to be onsite five days per week.

Compensation range of approximately 100K200K base salary plus competitive equity, with one headcount approved for this position.

Relocation support and visa sponsorship are available depending on candidate needs.

Why is This a Great Opportunity:

AI-Native