Our client believes in empowering the businesses that drive the economy. By replacing outdated financial processes with innovative tools, they help businesses—from startups to established brands—make smarter decisions and gain control of their operations. And they don’t stop there: they’re creating the future of financial automation so businesses can spend more time on what matters.

Working there means you become part of a vision-driven team that’s ready to tackle challenges and build cutting-edge solutions. They value purpose, drive, and curiosity—and they thrive in a fast-paced, ever-changing environment. Whether in one of their offices or working remotely, team members collaborate to deliver real impact for businesses that need more time in their busy weeks.

Our client listens, learns, and leads—fostering collaboration and a drive for continuous growth. They’re committed to building a diverse and inclusive workplace that values each person’s unique skills and experiences. Even if you don’t meet every requirement, they’d love to hear from you—you might be just what they’re looking for, whether in this role or another.

✨ Let’s give businesses more time for what matters.

About The Role

Our client is seeking an experienced Sr Marketing Strategy Analyst to join their Revenue Strategy and Planning team. The Sr Marketing Strategy Analyst will play a crucial role in analyzing market trends and developing sales strategies to drive revenue growth and profitability. This individual will collaborate closely with Marketing leadership, providing data-driven insights and strategic recommendations to optimize their efforts and unlock new growth opportunities. This role requires strong analytical skills, strategic thinking, and executive-level communication to drive success in a dynamic environment.

Key Responsibilities:

Analyze Market Trends: Conduct thorough market research and analysis to identify emerging trends, competitive landscape, and potential growth opportunities. Utilize data analytics tools and methodologies to extract actionable insights.
Marketing Strategy Development: Collaborate with Marketing teams to develop and refine both inbound and outbound strategies. Identify target market segments, define value propositions, and create go-to-market plans for new products or services.
Annual Planning : Lead the development and execution of annual marketing planning processes, including budget, headcount planning and target setting. Collaborate with Sales leadership and Finance teams to establish revenue targets, expense budgets, and resource allocation plans aligned with strategic objectives.
Strategic Initiatives: Identify and prioritize strategic initiatives to support annual sales objectives, such as market expansion, pricing strategies, and sales enablement programs. Develop comprehensive plans with clear milestones, timelines, and success criteria.
Stakeholder Engagement : Engage with key stakeholders across the organization, including Sales and Product Leadership, Sales Operations, Marketing, and Finance, to gain alignment and support for the annual Revenue plan.

Qualifications:

Bachelor's degree in Business Administration, Finance, Economics, or related field (MBA degree preferred)
2-3 years in strategy consulting with a top firm is highly desirable, including experience in advising clients on sales strategy, market positioning, competitive analysis, and growth strategies. Alternatively, 3+ years of experience in marketing strategy and planning in the technology industry (experience with usage-based SaaS preferred).
Proficiency in data analytics tools such as Tableau, Power BI, or Salesforce Analytics; strong analytical skills with the ability to interpret complex data sets and generate actionable insights
Strong financial acumen and ability to develop and manage sales and financial models
Excellent communication and presentation skills, with the ability to effectively communicate insights and recommendations to stakeholders at all levels (including senior leadership) to gain buy-in for strategic initiatives

Salary Range

Zone 1- San Francisco Bay Area CA (includes HQ), Boston, New York City, Seattle, Los Angeles city

$127,000—$152,400 USD

Zone 2- CA (Non San Francisco Bay Area and Los Angeles City), Austin TX, Massachusetts (Non Boston)

$114,300—$137,200 USD

Zone 3 -Utah (includes Utah office), Houston TX, Florida, North Carolina

$107,900—$129,500 USD

What’s in it for you?

Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But they also have benefits and perks to ensure the magic isn’t only experienced by their customers, but by their employees as well.

Benefits