Lead GTM Revenue Planning Analyst

Klaviyo • Boston, MA

6d • Hybrid

About The Position

Klaviyo is seeking a highly motivated and analytical Lead GTM Revenue Planning Analyst to join our growing Revenue Operations team. This critical role will be responsible for driving the planning, modeling, and strategic analysis that underpins our Go-to-Market (GTM) strategy and revenue growth. You will partner closely with leadership across Sales, Customer Success, Marketing, and Finance to ensure operational alignment and data-driven decision-making.

Requirements

• Bachelor's degree in Business, Finance, Economics, or a related quantitative field.
• 5+ years of experience in Revenue Operations, Sales Strategy, Business Planning, or Financial Planning & Analysis (FP&A), preferably in a high-growth SaaS environment.
• Demonstrated expertise in building sophisticated financial or GTM models in spreadsheets (Excel/Google Sheets).
• Deep understanding of GTM concepts, including sales funnel mechanics, territory planning, quota setting, and forecasting methodologies.
• Strong proficiency in Salesforce, and advanced data visualization/BI tools (e.g., Tableau, ThoughtSpot). Familiarity with SQL and data warehousing concepts is a plus.
• Experience with revenue planning tools (e.g., Pigment, Anaplan, Adaptive Planning).
• Exceptional communication and presentation skills, with the ability to translate complex data and analyses into clear, actionable insights for executive audiences.
• Experience leading cross-functional projects and managing stakeholder relationships.
• You’ve already experimented with AI in work or personal projects, and you’re excited to dive in and learn fast. You’re hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.

Responsibilities

• Lead the development and maintenance of complex revenue and funnel models to support annual and long-range GTM planning.
• Partner with Finance and GTM leadership to align on revenue targets, headcount planning, and investment strategies.
• Design, build, and maintain performance dashboards and reporting for GTM leadership, focusing on key revenue drivers, funnel conversion, and sales efficiency metrics (e.g., CAC, LTV, ARR).
• Conduct deep-dive analysis on GTM performance to identify trends, diagnose root causes of performance gaps, and recommend corrective actions.
• Support the evaluation and execution of strategic GTM initiatives, such as new market entry, pricing strategy changes, and channel partner model optimization.
• Drive operational excellence by identifying opportunities for automation and process improvement within the RevOps and GTM planning ecosystem.
• Collaborate with Analytics and Forecasting functions to ensure data continuity across activities to enable comprehensive reporting
• Ensure data integrity and consistency across key GTM systems (e.g., Salesforce, Snowflake, revenue planning tools) to enable accurate reporting and analysis.
• Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees