Financial Planning Associate Director (Associate Director of Sales Finance)

Wolters Kluwer•Riverwoods, IL

About The Position

As an Associate Director of FP&A, Sales & Marketing you will be a trusted advisor to Sales and Marketing leadership, focused on sales and retention optimization and analytics, and analysis of marketing investment and campaigns. You will partner with many cross-functional teams such as Finance, Customer Success, Marketing, Revenue Operations, Product, and others. This is a high impact role with quickly changing priorities and demands. You will think strategically, arrive at a focused execution plan, and manage the plan to fruition. Examples of projects would include sales to revenue forecasting, discount analysis, win-back campaign tracking, and sales compensation analysis. We are looking for highly passionate candidates who have relentless curiosity, attention to detail, willingness to manage multiple priorities, and ability to deal with ambiguity effectively. This role offers broad impact, executive exposure, and the opportunity to shape the next phase of the company’s growth through operational excellence. What You’ll Do: Unlock Data-Driven Insights: Collaborate on the design and evolution of sophisticated metrics, reports, analyses, and dynamic dashboards that provide actionable intelligence for critical business decisions. Analyze lead conversion, win back campaigns, discounts, special incentives, and marketing campaigns. Elevate Sales Performance: Strategically partner with sales leaders to conceive and execute impactful initiatives focused on maximizing sales team efficiency, productivity, and overall effectiveness. Optimize Compensation Strategy: Contribute to the design of effective sales compensation plans that directly align with global revenue targets, and build analysis to review effectiveness of incentives Champion Scalability and Efficiency: Drive the adoption of system and process enhancements, playing a key role in building a scalable and efficient revenue engine for continued growth. Contribute to Global Impact: Actively support Global Revenue Operations initiatives, collaborating with colleagues across the organization to drive consistent best practices.

Requirements

7+ years of experience in Revenue Operations, Finance, Sales Operations, or Marketing Operations, ideally within high-growth B2B SaaS companies.
Strong analytical and problem-solving skills. You can pull insights from data and model complex problems, both conceptually and tactically (spreadsheets, analysis tools, AI visualization).
Project management and cross-functional leadership to manage initiatives across organizational boundaries, despite tight deadlines and changing scope; comfortable with ambiguity.
Strong financial acumen and experience working cross-functionally with Finance to support planning, modeling, and reporting functions.
Proficiency with Salesforce and marketing automation platforms; experience integrating data across tools to produce a unified Go to Market view.
Executive-level communication and stakeholder management skills; able to influence across Sales, Marketing, Finance, and the broader leadership team.
A proactive, ownership-driven mindset with a passion for building systems that scale and deliver results.

Responsibilities

Collaborate on the design and evolution of sophisticated metrics, reports, analyses, and dynamic dashboards that provide actionable intelligence for critical business decisions.
Analyze lead conversion, win back campaigns, discounts, special incentives, and marketing campaigns.
Strategically partner with sales leaders to conceive and execute impactful initiatives focused on maximizing sales team efficiency, productivity, and overall effectiveness.
Contribute to the design of effective sales compensation plans that directly align with global revenue targets, and build analysis to review effectiveness of incentives
Drive the adoption of system and process enhancements, playing a key role in building a scalable and efficient revenue engine for continued growth.
Actively support Global Revenue Operations initiatives, collaborating with colleagues across the organization to drive consistent best practices.