Sr Manager Strategy and Analytics

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

How you can make a difference 

The Senior Manager, Revenue Analytics & Forecasting is a critical leader within the Revenue Operations organization, responsible for designing, governing, and operating the analytical and forecasting backbone that enables disciplined growth, predictable execution, and leadership decision-making. 

This role owns revenue data integrity, forecasting architecture, metric definition, and narrative reporting, ensuring that Sales, Finance, and Executive Leadership operate from a single, trusted version of the truth. The Senior Manager leads advanced analytics, forecasting hygiene, scenario modeling, and executive insights that directly influence go-to-market strategy, capacity planning, and revenue outcomes. 

This is a hands-on, high-judgment leadership role requiring deep Salesforce and CPQ knowledge, advanced SQL proficiency, strong financial acumen, and the ability to translate complex data into clear, actionable narratives that drive accountability and performance. 

This role is typically performed remote, with periodic travel for leadership planning, QBRs, and cross-functional working sessions as needed. 

What you’ll be doing 

• Manages and carries out personnel actions for direct reports, including but not limited to hiring and workforce planning; training and development; performance management; coaching and feedback; and making salary, merit, and compensation recommendations as appropriate.
• Builds and sustains a high-performing analytics and forecasting team by establishing clear expectations, operating standards, and accountability mechanisms aligned to Revenue Operations priorities. 

Revenue Data & Metric Architecture (Ongoing) 

• Own enterprise revenue metric definitions, logic, and documentation across Salesforce, CPQ, and downstream reporting systems.
• Audit Salesforce and CPQ changes to assess downstream impact on metrics, dashboards, and historical comparability.
• Ensure consistency and integrity of revenue reporting across Sales, RevOps, and FP&A.
• Document assumptions, calculation logic, and metric changes to support leadership decision-making and financial governance.
• Validate historical comparability and trend integrity during system changes, GTM shifts, or process redesigns. 

Forecasting Architecture & Integrity 

• Design and enforce rep-level forecast input standards and hygiene expectations.
• Own segment rollups and GTM motion-based forecasting models.
• Track forecast accuracy, bias, and variance drivers across segments, teams, and time horizons. 
• Build scenario models to support leadership decisions related to capacity, pipeline coverage, productivity, and risk. 
• Continuously refine forecasting methodologies as pipeline composition, sales motions, and market dynamics evolve.  

Dashboards, SQL, and Analytical Validation 

• Leverage advanced SQL to reconstruct pipeline and revenue truth across Salesforce, CPQ, activity, and account data.
• Validate Salesforce dashboards against raw data sources to ensure accuracy and trust. 
• Diagnose and resolve discrepancies surfaced by FP&A, Sales Leadership, or Executive stakeholders. 
• Establish analytical quality standards and validation routines across RevOps reporting assets. 

Narrative Reporting & Sales Performance Enablement 

Beyond dashboards, translate data into clear, decision-driving insights, including: 

• Weekly Revenue Insights – highlighting trends, risks, and execution priorities.
• Forecast Confidence Memos (Weekly / Monthly) – aligning Sales, RevOps, and FP&A on outlook and assumptions. 
• Segment & GTM Motion Readouts (Monthly / QBR) – explaining performance drivers and outcomes. 
• Sales Performance & Effectiveness (SPE) Scorecard Analysis – enabling inspection, accountability, and coaching. 

Ancillary & Ongoing Analytics Responsibilities 

• Conduct Salesforce release impact analysis to assess metric and reporting implications. 
• Measure impact of GTM experiments, process changes, and enablement initiatives. 
• Support ad-hoc, high-stakes executive analyses with speed and precision. 
• Partner with Finance on reconciliation, close support, and forecast alignment. 
• Develop and maintain documentation and enablement materials to ensure consistent interpretation of metrics. 
  
  

These activities may consume 30–40% of capacity during high-growth or high-change periods, requiring strong prioritization and judgment. 

What you will need to be successful

Education and Experience 

• Bachelor’s degree required; advanced degree preferred. 
• 6+ years of experience in Revenue Operations, Sales Analytics, Forecasting, FP&A, or related fields. 
• 3+ years of people leadership experience preferred. 
• Deep experience operating in Salesforce-centric, enterprise SaaS environments.

Specialized Knowledge, Skills, and Abilities 

• Advanced SQL proficiency and strong analytical problem-solving skills. 
• Expert knowledge of Salesforce data architecture; CPQ experience strongly preferred. 
• Strong forecasting, pipeline analytics, and revenue modeling expertise. 
• Proven ability to translate complex data into executive-ready narratives. 
• Strong financial acumen and experience partnering with FP&A. 
• Ability to operate with high autonomy, sound judgment, and comfort with ambiguity. 
• Exceptional communication, stakeholder management, and influence skills. 
• Demonstrated ability to scale analytics rigor in fast-growth environments. 

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:  

• Medical, dental, and vision 

• HSA contribution and match 

• Dependent care FSA match 

• Uncapped paid time off 

• Paid parental leave 

• 401(k) match 

• Personal and healthcare financial literacy programs 

• Ongoing education & tuition assistance 

• Gym and fitness reimbursement 

• Wellness program incentives 

HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more. 

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

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At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills.  For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

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