Director, COSE - Strategy & Planning

• Maintain and build the annual plan, including departmental output goals, operational targets, and staffing levels
• Own quarterly forecasting and goaling processes
• Monitor capacity and utilization to determine staffing needs and optimize resourcing
• Lead go-to-market planning with Revenue Operations and FP&A
• Ensure teams operate at target staffing levels through capacity monitoring and strategic course correction
• Own the account segmentation framework
• Lead account balancing and territory planning initiatives
• Support goal-setting across all roles and teams
• Evaluate and calibrate KPIs to drive desired business outcomes
• Design and administer role-based incentive plans
• Work with department leaders to establish and maintain OKRs
• Build and maintain departmental reporting suite to understand performance to goal and quickly identify root causes of under of overperformance

• 7+ years of experience in consulting, corporate strategy, FP&A, revenue operations, strategic finance, or a high-growth startup
• 3+ years managing teams, including experience building and maintaining team roadmaps
• Advanced Excel + SQL proficiency
• Experience with BI tools (Tableau, Looker, PBI)
• Strong ability to model capacity, forecast performance, and quantify impact
• Quick, adaptive learner with strong operational acumen and a bias for action
• Applies design thinking, structured problem-solving, and data-driven frameworks to create scalable systems and processes
• Proven ability to lead complex, cross-functional initiatives and manage multiple priorities
• Experienced in process design and documentation best practices
• Lean Six Sigma familiarity a plus
• Skilled at simplifying complexity, driving clarity, and aligning teams through change
• Strong communicator who influences at all levels and delivers executive-ready insights
• People-focused leader who develops talent, builds high-performing teams, and leads through others
• Balances strategic thinking with hands-on execution and operational excellence
• Curious, articulate, and adaptable
• thrives in fast-paced, ambiguous environments

Lean Six Sigma familiarity