Sales Strategy and Planning Manager

Basis AI

$120K — $150K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in sales strategy, revenue operations, or sales planning in a B2B software company
  • Solid expertise in pipeline analytics and forecasting
  • Experience in territory design, quota setting, and capacity planning
  • Proficient in sales compensation plan design and administration
  • Advanced skills in spreadsheet and BI tools (Excel, SQL, Looker, Tableau)
  • Bachelor's degree or equivalent experience
  • Willingness to work in-office 5 days a week in Manhattan

Responsibilities

  • Build and maintain the sales planning and analytics function
  • Manage territory design, quota setting, and forecasting processes
  • Develop reporting to indicate pipeline strength and risks
  • Enhance forecasting accuracy and provide leadership insights on sales projections
  • Design and implement fair and motivating compensation structures
  • Support sales strategy through planning cadences and performance dashboards
  • Grow the RevOps and strategy team as the organization scales

Benefits

  • Premium Medical, Dental, and Vision coverage
  • Unlimited PTO with 12 paid company holidays
  • Daily meal stipends and a fully stocked kitchen
  • $300 towards a customized desk setup
  • Pre-tax commuter benefits and a 401(k) retirement plan
  • Monthly office activities and team happy hours
  • Parental leave support
Full Job Description
What you'll be doing:

In this role, you'll build the sales planning and analytics function from the ground up. You'll own the engine that keeps our sales organization running efficiently and predictably, including territory design, quota setting, forecasting, pipeline health, and compensation planning. Partnering closely with sales leadership, you'll translate company targets into territory plans, capacity models, and quotas, and develop reporting that shows where the pipeline is strong, where it's at risk, and what actions to take.

You'll run our forecasting process-improving accuracy, surfacing risk early, and giving leadership a clear view of where we'll land-and you'll design and administer comp structures that are fair, motivating, and aligned to company goals. Across deal desk, pipeline reviews, and QBRs, you'll be the source of truth for sales performance data and the analytics behind every major GTM decision.

As we scale, you'll shape our sales strategy function by codifying planning cadences, building the systems and dashboards leadership relies on, and helping grow the RevOps and strategy team as the GTM org expands.

Location: NYC, Flatiron office. In-person team.

What you'll bring:
  • 4+ years in sales strategy, revenue operations, sales planning, or a related analytical GTM role at a B2B software company
  • Strong command of pipeline analytics and forecasting-building models, defining metrics, and turning data into decisions
  • Experience with territory design, quota setting, and capacity planning
  • Experience designing or administering sales compensation plans
  • Advanced spreadsheet and BI/analytics skills (Excel/Sheets, SQL, or tools like Looker/Tableau); fluency with CRM data (e.g., Salesforce, HubSpot)
  • Bachelor's degree or equivalent practical experience
  • Ability to work in office in Manhattan 5 days per week


What we'd love to see:
  • Finance Experience: Accounting, FP&A, investment banking, private equity, or venture capital-or experience selling/operating into the office of the CFO
  • Experience building a sales planning function from the ground up
  • Startup experience: Background at high-growth companies during scale phases
  • Familiarity with CPQ, deal desk, or sales forecasting tooling


What Success looks like in this role:
  • Startup mindset: Excited about ambiguity and rapid growth
  • All-in: This is not a 9-5, we have a massive opportunity ahead of us and are looking to further accelerate our velocity. We are optimizing for the best folks and happy to compensate generously.
Benefits at Basis

We offer a competitive and thoughtful benefits package designed to support your physical, mental, and financial well-being:
  • Health & Wellness: Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health.
  • Time off: Unlimited PTO + 12 paid company holidays.
  • In-Office Perks: Daily meal stipends, a fully stocked kitchen, and $300 toward your custom desk setup.
  • Financial Benefits: Pre-tax commuter benefits and 401(k) retirement plan
  • Team Culture: Monthly office activities and frequent optional team happy hours.
  • Parental Leave

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