Lead Analyst, Forecasting & Pipeline Management
Location: Hybrid / Remote
Job Type: Full-time
Job Description
Seeking a Lead Analyst, Forecasting & Pipeline Management to own and drive forecasting accuracy and pipeline health across the go-to-market organization. This role is responsible for establishing and executing a structured forecasting cadence, leading pipeline reviews, and ensuring pipeline hygiene to support reliable revenue visibility.
This is an individual contributor role with strong cross-functional influence across Sales, RevOps, Finance, and Systems teams. The role operates independently, leading key processes and initiatives that directly impact forecast accuracy and pipeline effectiveness.
Key Responsibilities
Forecasting
- Establish and formalize the forecasting cadence, process, and operating model
- Define inputs, timelines, and governance for forecast submission, consolidation, and review
- Consolidate and validate forecasts across regions and segments to ensure accuracy and consistency
- Develop standardized forecast views (commit, upside, risk) aligned to revenue targets
- Deliver clear visibility into forecast performance, gaps, and risk areas
- Produce executive-ready insights, including variance analysis, risk identification, and gap-to-target actions
Pipeline Management
- Lead pipeline review and inspection cadences with Sales leadership
- Analyze pipeline health (coverage, conversion, velocity, aging, slippage)
- Identify pipeline gaps and risks relative to targets and historical benchmarks
- Establish and enforce pipeline hygiene standards (data accuracy, activity, stage management)
- Drive accountability across Sales teams to maintain high-quality pipeline data
Insights & Analytics
- Develop reporting on pipeline coverage, forecast accuracy, and performance trends
- Build pipeline analytics (conversion rates, stage progression, deal velocity)
- Translate data into actionable insights on risks, opportunities, and drivers of performance
- Support QBRs, pipeline calls, and executive reporting with data-driven insights
Cross-Functional Collaboration & Ownership
- Partner with Sales, Finance, RevOps, Marketing Ops, and Systems teams
- Align on forecasting methodology, pipeline definitions, and reporting standards
- Ensure consistency and data integrity across systems (SFDC, Clari, territory management tools)
- Lead process improvements and initiatives to enhance forecasting accuracy and pipeline visibility
- Serve as subject matter expert for forecasting and pipeline management
Qualifications and Skills
- Bachelor's degree in business, analytics, or related field
- 8+ years in Sales Operations, RevOps, or Sales Analytics
- Experience owning forecasting processes and pipeline management cadences
- Strong understanding of pipeline metrics (coverage, conversion, velocity, slippage)
- Advanced Excel; experience with Salesforce (SFDC) required; Clari preferred
- Experience with Tableau or similar BI tools
- Strong analytical and problem-solving skills
- Ability to translate complex data into actionable insights
- Strong communication and stakeholder influence skills
- Experience working cross-functionally across Sales, RevOps, and Finance