Director, Sales Planning & Analysis

Ibotta
Denver
Workplace: HybridFull timeUSD 150,000 - 170,000 annuallyFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Executive communication","Stakeholder management","Analytical thinking","Constructive challenge","Process improvement"]

Lead end-to-end sales planning, forecasting, and revenue analysis that support Ibotta’s revenue organization. Own the topline model with unit-level drivers, run scenario modeling, and translate complex financial data into executive-ready recommendations. Partner with Revenue leadership on monthly business reviews, capacity and coverage planning, ROI analyses, and governance across bookings and incentives. Build KPI frameworks and dashboards, and help modernize forecasting through AI-enabled tools.

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Ibotta
Ibotta
6 days ago

Director, Sales Planning & Analysis

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Last checked: 20 hours agoStatus: Live

Job Summary

Lead end-to-end sales planning, forecasting, and revenue analysis that support Ibotta’s revenue organization. Own the topline model with unit-level drivers, run scenario modeling, and translate complex financial data into executive-ready recommendations. Partner with Revenue leadership on monthly business reviews, capacity and coverage planning, ROI analyses, and governance across bookings and incentives. Build KPI frameworks and dashboards, and help modernize forecasting through AI-enabled tools.
Location: Denver
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Director level

Key Responsibilities

  • •Lead end-to-end sales planning and forecasting for all revenue streams, including annual plan and re-forecasts, to drive forecast accuracy and actionable stakeholder insights.
  • •Own the topline model and maintain a bottoms-up revenue and bookings forecast using unit-level drivers such as pipeline, win rates, productivity, ramp curves, and engagement trends.
  • •Serve as a trusted finance partner to Revenue leadership, including leading monthly business reviews and providing data-driven insights and constructive challenge.
  • •Drive sales capacity and coverage planning across headcount, quotas, territories, and productivity assumptions, linking GTM investments to revenue targets and unit economics.
  • •Develop ROI business cases for major revenue investments and reconcile bookings, billings, and revenue in partnership with Revenue Operations and Accounting; steward revenue metrics and dashboards.

Pay and Benefits

Salary: USD 150,000 - 170,000 annually
Equity and Bonus:Equity
Perks:MedicalDentalVision401kEquityFlexible Time

Key Requirements

  • •8+ years of progressive experience in finance, with significant time in FP&A, strategic finance, or commercial/sales finance.
  • •Direct experience partnering with revenue and sales organizations, including capacity planning, quota setting, pipeline management, and forecast discipline.
  • •Expertise in revenue modeling and forecasting from unit-level drivers, not just trended dollars.
  • •Advanced financial modeling skills and fluency with modern finance/GTM tools (e.g., Salesforce, NetSuite, Databricks, Tableau/Looker).
  • •Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
Experience:8+ years
Education:Bachelor's
Skills:Executive communicationStakeholder managementAnalytical thinkingConstructive challengeProcess improvement
Tech Stack:SalesforceNetSuiteDatabricksTableauLookerAI-enabled forecasting

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Ibotta
Ibotta is a mobile cashback and rewards platform that enables consumers to earn rebates and discounts on grocery, retail, and online purchases while providing brands and retailers with promotional and shopper insights.
Industry: E-commerce
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Funding: Series D
Headquarters: Denver, United States
Founded: 2012
WebsiteLinkedIn