This is a New York–based, in‑office Sales Strategy & Planning Manager role for a fast‑growing AI company in the accounting/fintech space, focused on building the sales planning engine from scratch while supporting very strong inbound demand.

High‑level overview

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

Core responsibilities

• 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 mid‑market in‑house motion.

• Maintain pipeline health and data accuracy, ensuring CRM information is clean and provides real‑time 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.

Ideal candidate profile

• 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.

Location, structure, and compensation

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

• Compensation range of approximately 100K–200K base salary plus competitive equity, with one headcount approved for this position.

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