Lead Analyst, Forecasting & Pipeline Management
Location:ย Hybrid / Remoteย
Job Type:ย Full-timeย
Job Descriptionย
Seeking aย Leadย Analyst, Forecasting & Pipeline Management to own and drive forecasting accuracy and pipeline health across the go-to-market organization. This roleย is responsible forย establishingย and executing a structured forecasting cadence, leading pipeline reviews, and ensuring pipeline hygiene to support reliable revenue visibility.ย
This is an individual contributor role with strong cross-functional influence across Sales,ย RevOps, Finance, and Systems teams. The roleย operatesย independently, leading key processes and initiatives that directlyย impactย forecast accuracy and pipeline effectiveness.ย
Key Responsibilitiesย
Forecastingย
- Establish and formalize the forecasting cadence, process, and operating modelย
- Define inputs, timelines, and governance for forecast submission, consolidation, and reviewย
- Consolidateย andย validateย forecasts across regions and segments to ensure accuracy and consistencyย
- Develop standardized forecast views (commit, upside, risk) aligned to revenue targetsย
- Deliver clear visibility into forecast performance, gaps, and risk areasย
- Produce executive-ready insights, including variance analysis, risk identification, and gap-to-target actionsย
Pipeline Managementย
- Lead pipeline review and inspection cadences with Sales leadershipย
- Analyze pipeline health (coverage, conversion, velocity, aging, slippage)ย
- Identifyย pipeline gaps and risksย relativeย to targets and historical benchmarksย
- Establish and enforce pipeline hygiene standards (data accuracy, activity, stage management)ย
- Drive accountability across Sales teams toย maintainย high-quality pipeline dataย
Insights & Analyticsย
- Develop reporting on pipeline coverage, forecast accuracy, and performance trendsย
- Build pipeline analytics (conversion rates, stage progression, deal velocity)ย
- Translate data into actionable insights on risks, opportunities, and drivers of performanceย
- Support QBRs, pipeline calls, and executive reporting with data-driven insightsย
Cross-Functional Collaboration & Ownershipย
- Partner with Sales, Finance,ย RevOps, Marketing Ops, and Systems teamsย
- Align on forecastingย methodology, pipeline definitions, and reporting standardsย
- Ensure consistency and data integrity across systems (SFDC, Clari, territory management tools)ย
- Lead process improvements and initiatives to enhance forecasting accuracy and pipeline visibilityย
- Serve as subject matter expert for forecasting and pipeline managementย
Qualifications and Skillsย
- Bachelor's degree in business, analytics, or related fieldย
- 8+ years in Sales Operations,ย RevOps, or Sales Analyticsย
- Experience owning forecasting processes and pipeline management cadencesย
- Strong understanding of pipeline metrics (coverage, conversion, velocity, slippage)ย
- Advanced Excel; experience with Salesforce (SFDC)ย required; Clari preferredย
- Experience with Tableau or similar BI toolsย
- Strong analytical and problem-solving skillsย
- Ability to translate complex data into actionable insightsย
- Strong communicationย and stakeholder influence skillsย
- Experience working cross-functionally across Sales,ย RevOps, and Financeย