Remote Financial Planning Analyst Jobs in Raleigh, NC

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company's founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE's Companies that Care. Lucid's solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft. 

We are looking for a proactive and eager analyst to help scale our Go-To-Market Operations and Strategy team through our company's growth. As a Revenue Operations Analyst, you will partner with our Go-To-Market (GTM) Operations team and Sales Leadership, to support business operating rhythms, strategic decision-making and planning, process improvement, and performance management reporting. You will play a pivotal role in translating data in actionable insights, helping our sales teams run efficiently and effectively across international markets.

Responsibilities:

• Support and facilitate the weekly, monthly, and quarterly business operating rhythms for our Sales leadership, including preparing data readouts and assisting in assembling materials for business reviews and forecasting.
• Partner with regional Sales leadership, leveraging data and analyses to land business insights, develop GTM strategies, and scale the business.
• Drive strategic decision-making and planning in partnership with sales leadership: Produce analysis and recommendations that provide insight to sales leadership on key decisions impacting our business; work closely with Analytics, Finance, Customer Operations, and other cross-functional teams on annual planning.
• Work cross-functionally with finance, marketing, business development, account teams, and demand generation teams to create a holistic view of the business for our business leaders.
• Partner with the scaled account management team to deploy automated outreach workflows, driving significant operational efficiency and expanding account touchpoints at scale.
• Manage the administration and execution of the sales organization's targets, including segmentation of business goals, measurement of goal attainment, evolving and driving various demand generation campaigns and proposing improvements to the business to increase its effectiveness in driving desired results.

Requirements:

• BA/BS degree, ideally in a quantitative field such as Finance, Business, Economics, or Strategy, with an impressive track record of success.
• 3+ years of professional experience, with ideally 1+ years in a SaaS or recurring revenue business; Revenue Operations, Business Operations, Finance, Analytics, FP&A, or other operational or quantitative role preferred.
• Outstanding project management skills across a varied set of responsibilities in a fast-paced, high-volume environment. Self-starter and quick learner who can work independently, collaboratively, and on multiple initiatives simultaneously with a demonstrated record of driving results.
• Detail-oriented and organized with experience in managing project plans, meeting deadlines, and proactively raising blockers or risks.
• Customer-facing communication experience preferred.
• Experience with process optimization and operational efficiency, and an interest in leveraging AI and automation tools to streamline workflows and build scalable solutions.
• Natural problem solver and bias towards finding solutions vs. shutting down ideas.
• Resourceful, innovative, and always looking for ways to drive process improvement and act as an agent for change.
• Strong verbal and written communicator with excellent interpersonal skills to build and maintain relationships with key stakeholders.
• Advanced proficiency in Microsoft Excel/ Google Sheets (e.g. lookups, pivot tables, complex formulas) required; experience with data analysis tools in Tableau and SQL as well as CRM tools such as Salesforce and Gong preferred.
• Clear and concise written and verbal communication skills in English.

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