CrawlJobs Logo

GTM & Capacity Planning Manager

Clio

Location Icon

Location:
Canada; United States , Calgary ▼

Category Icon
Category:
IT - Administration

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

109100.00 - 147500.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

We are looking for a GTM & Capacity Planning Manager to join our Revenue Operations team. This role can be based in our Vancouver, Calgary, or Toronto offices, or remote across Canada (excluding Québec) or the US. This is a unique opportunity to join our Go-to-Market (GTM) planning team and support core fiscal year sales planning activities. In this role, you will apply deep expertise in data, sales strategy, and annual planning frameworks to connect Clio’s GTM strategy to a clear plan for revenue growth. As the subject matter expert on capacity planning, you will take complete ownership of the quota and target planning, drive alignment across Sales, Marketing, CS, and Finance.

Job Responsibility:

  • Owning the annual and quarterly planning processes for SMB and Enterprise businesses, including account segmentation, coverage model design, global quota-setting, resource allocation, and revenue forecasting
  • Building and refining complex planning models (quota, capacity, territory) to translate business processes into structured analytical models that provide clear insights on revenue impact and GTM efficiency
  • Analyzing sales productivity, market trends, the competitive landscape, and funnel dynamics to surface strategic growth opportunities and risks
  • Driving a comprehensive approach to planning that aligns long-term business strategies with tactical execution through the recommendation of hiring targets and schedule, revenue goals, and allocation of resources across regions, segments, and GTM motions
  • Identifying and expanding Total Addressable Market (TAM) to drive GTM strategy, leveraging a deep understanding of market dynamics and operational constraints
  • Serving as a trusted expert by providing strategic recommendations and delivering solutions that support high-level growth and scaling initiatives
  • Collaborating cross-functionally to create formal networks and drive aligned execution across senior leadership, Marketing, Business Operations, and Finance
  • Partnering with Finance, Sales & CS Operations, Business Operations, Marketing, Sales, and CS leaders, and other stakeholders to support quota and target setting, territory design, and ROI modeling to achieve Clio’s revenue targets
  • Demonstrating independent judgment to identify, structure, and resolve policy and process gaps, data inconsistencies that impede the planning lifecycle while designing new governance policies to drive consistency in GTM and capacity planning
  • Owning and delivering complex analyses on sales and CS performance metrics (e.g., pipeline generation trends, forecast accuracy, rep productivity, and sales capacity gaps), and translating data into clear, actionable narratives for senior leadership
  • Developing impactful presentations, dashboards, and reports that provide actionable insights into business health and identify levers to unlock growth

Requirements:

  • 3+ years of experience in Consulting, Revenue Operations, Finance, preferably in the SaaS industry, with a focus on business strategy and modeling, and deep expertise in GTM planning
  • Clear and compelling storytelling abilities that distill complex information and concepts simply and concisely for a variety of audiences
  • Superior written and verbal communications skills with experience preparing strategy memos, white papers and presentations for an executive audience
  • A breadth of experience interacting across marketing, sales, finance, and business operations
  • An analytical mindset with fluency in data
  • comfortable diving into metrics and data to extract insights and tell compelling stories
  • A demonstrated ability to take initiative and manage multiple, complex, competing priorities
  • The ability to earn trust and collaborate with sponsors and key stakeholders at all levels to establish a shared vision, common goal framework and prioritization principles where no formal authority exists
What we offer:
  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office minimum twice per week
  • Flexible time off policy, with an encouraged 20 days off per year
  • EAP benefits for you and household members, including counseling and online resources
  • 401k matching and Child Education Savings
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Additional Information:

Job Posted:
December 26, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Clio - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for GTM & Capacity Planning Manager

Manager, GTM Finance

The Strategic Finance team is passionate about solving some of Figma’s most pres...
Location
Location
United States , San Francisco; New York
Salary
Salary:
180000.00 - 308000.00 USD / Year
figma.com Logo
Figma
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years of experience in investment banking, private equity, strategic finance, business operations, or a related analytical field
  • 3+ years of experience leading and developing high-performing teams
  • Experience collaborating closely with global Sales and Sales Operations teams to align financial planning, drive insights on pipeline and quota performance, and support strategic decision-making across regions
  • Deep experience in financial planning, forecasting, and driving insights through data-driven analysis
  • Ability to approach sophisticated problems thoughtfully and develop clear, actionable solutions
Job Responsibility
Job Responsibility
  • Lead all ARR (Annual Recurring Revenue), Headcount & Expense planning and forecasting for our Sales business, including annual plans, quarterly forecasts, monthly reporting, and weekly performance reviews
  • Define performance measurements, set targets, and develop reporting frameworks that drive accountability and ARR growth
  • Drive coordinated quota, capacity, and headcount planning—ensuring resources align with growth targets and regional performance goals
  • Manage and mentor a high performing team—providing strategic direction, career development support, and hands-on teamwork to drive team impact
  • Develop and present actionable insights and recommendations to senior leadership, including the CFO, CEO, and CRO
  • Own and evolve the financial narrative for Figma’s Sales motion in executive and board-level materials
  • Bring a builder’s mentality to scaling the Sales Finance function—identifying tools, metrics, and systems that enable better decision-making at scale
What we offer
What we offer
  • equity
  • health, dental & vision benefits
  • retirement with company contribution
  • parental leave & reproductive or family planning support
  • mental health & wellness benefits
  • generous PTO
  • company recharge days
  • a learning & development stipend
  • a work from home stipend
  • cell phone reimbursement
  • Fulltime
Read More
Arrow Right

Director, Sales Operations

We’re hiring a leader of Sales Operations to help unlock our next phase of growt...
Location
Location
United States
Salary
Salary:
200000.00 - 250000.00 USD / Year
hightouch.com Logo
Hightouch
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years of experience in Sales Operations, Revenue Operations, or related GTM Ops roles, ideally in Enterprise SaaS
  • 5+ years in people management preferred
  • Proven track record of supporting enterprise sales motions (large ACVs, complex deal cycles, multi-stakeholder environments)
  • Deep expertise in sales planning (capacity modeling, territory design, quota setting), pipeline management and forecasting, and sales productivity improvement
  • Equally strong as a strategic thinker and a hands-on builder
  • comfortable navigating ambiguity and driving clarity in fast-paced environments
  • Proficiency with Salesforce
Job Responsibility
Job Responsibility
  • Partner with the sales leadership team to support a fast-growing sales organization and enable higher performance across teams
  • Drive sales planning processes in close collaboration with Revenue Operations leadership, including capacity modeling, territory management, and quota allocation
  • Support sales forecasting in close partnership with the Head of Revenue Operations, driving accuracy and predictability
  • Develop, own, and continuously iterate on data sets, reports, and insights that enhance GTM productivity and efficiency
  • Collaborate cross-functionally with GTM teams (Sales, SDR, Marketing, Solutions Engineer, Partnerships) to ensure alignment on strategy and execution
What we offer
What we offer
  • Meaningful equity compensation in the form of ISO options
  • offer early exercise and a 10 year post-termination exercise window
  • Fulltime
Read More
Arrow Right
New

Senior Director of Fp&a

At JFrog, we’re reinventing DevOps to help the world’s greatest companies innova...
Location
Location
United States , Sunnyvale
Salary
Salary:
260000.00 - 330000.00 USD / Year
jfrog.com Logo
JFrog
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 12+ years of progressive FP&A experience in technology or SaaS
  • Strong executive presence with proven ability to present to and influence senior leadership
  • Experience partnering with world class CRO and CMO with a proven track record of being a strong finance voice, helping create multi-year strategic plans, and influencing with data
  • Recent experience and strong skills in performing detailed work, modeling, and forecasting
  • Familiarity with implementing or upgrading FP&A tools (e.g., Adaptive Insights, Pigment, Planful, or similar)
  • Expert-level financial modeling and forecasting skills
  • proven track record of achieving forecasting accuracy targets
  • Experience leading other people managers or leading a team of 2 to 4 analysts
Job Responsibility
Job Responsibility
  • Drive capacity planning, go-to-market analysis and partnership
  • Drive forecasts, budgets, and annual plan for all of JFrog’s GTM organizations and their executives
  • Establish streamlined processes
  • Implement a new FP&A planning system
  • Successfully lead and develop a team of FP&A analysts
  • Manager a global team of FP&A analysts
  • be a strong people leader who invests in development, career growth, and engagement
  • Be the tactical and operational leader of the GTM FP&A function, driving forecasts, budgets, analyses, and managing the FP&A team
  • Provide world class business partner support by collaborating with executives and senior leaders to provide strategic decision support, solve business problems creatively, resourcing allocation, budget management, forecasting and KPIs
  • Lead the annual operating plan (AOP) process for GTM functions ensuring alignment with overarching corporate strategy and financial objectives
What we offer
What we offer
  • Equity package of restricted stock units (RSU)
  • Eligibility to participate in our Employee Stock Purchase Plan
  • Comprehensive benefits including medical, dental, vision, retirement, wellness and much more
  • Fulltime
Read More
Arrow Right

Head of Global Revenue Operations

As Head of Global Revenue Operations, you will be the nervous system for Jeeves’...
Location
Location
United States
Salary
Salary:
Not provided
tryjeeves.com Logo
Jeeves
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years in Revenue Operations / Sales Operations / Business Operations, with 3+ years in leadership
  • Fluent in Portuguese and/or Spanish is a significant plus given our LATAM footprint
  • Demonstrated success building the revenue systems and organizational structures required to scale companies in the $25M–$100M ARR band or $50M–$500M+ ARR band (or equivalently sized initiatives)
  • Fintech experience strongly preferred (payments (including stablecoin preferred), corporate cards, cross-border, lending). If fintech is not present, deep RevOps experience for high-growth B2B SaaS is required
  • Expert with HubSpot (admin), or equivalent CRM architectures (Salesforce) and the modern GTM stack (Outreach, ZoomInfo, Gong, etc.)
  • Strong analytics: SQL, data modeling, and comfortable building dashboards in Looker / Tableau / similar
  • Proven track record implementing automation and tooling that materially improve sales productivity and forecast reliability
  • Cross-functional operator with excellent partner skills — can translate finance/product constraints into commercial strategy
  • Comfortable leading change: building playbooks, setting governance and rolling out new processes globally
Job Responsibility
Job Responsibility
  • Strategy & Planning: Lead territory design, quota setting, comp and capacity planning across regions with differentiated GTM motions for LATAM, US and EMEA. Own quarterly and annual revenue planning and forecasting — drive improvements in accuracy and cadence. Define and operationalize KPIs across the funnel (CAC, LTV, churn, NRN, win rates, sales velocity)
  • Process & Governance: Architect and scale end-to-end revenue processes from lead → expansion → renewal to eliminate friction and drive conversion. Build and run deal desk governance, pipeline hygiene and forecast rigor that scale from tens to hundreds of millions in ARR. Partner with Finance on multi-currency billing, revenue recognition, credit terms and collections for cross-border customers
  • Systems & Data: Own CRM architecture (HubSpot) and the integrated GTM stack — ensuring automation, data integrity and self-service dashboards for reps, managers and execs. Build robust reporting, attribution and analytics using SQL and BI tools to inform GTM decisions. Drive automation that reduces admin overhead and increases rep productivity
  • Enablement & Execution: Lead Sales Enablement: playbooks, onboarding, territory rollouts and continuous coaching to lift quota attainment and reduce ramp time. Translate product, compliance and engineering constraints into executable GTM plans for complex fintech products (cards, payments, lending)
  • Fulltime
Read More
Arrow Right

Head of Global Revenue Operations

As Head of Global Revenue Operations, you will be the nervous system for Jeeves’...
Location
Location
Mexico , Mexico City
Salary
Salary:
Not provided
tryjeeves.com Logo
Jeeves
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years in Revenue Operations / Sales Operations / Business Operations, with 3+ years in leadership
  • Fluent in Spanish & English, Portuguese is a significant plus given our Brazil footprint
  • Demonstrated success building the revenue systems and organizational structures required to scale companies in the $25M–$100M ARR band or $50M–$500M+ ARR band (or equivalently sized initiatives)
  • Fintech experience strongly preferred (payments (including stablecoin preferred), corporate cards, cross-border, lending). If fintech is not present, deep RevOps experience for high-growth B2B SaaS is required
  • Expert with HubSpot (admin), or equivalent CRM architectures (Salesforce) and the modern GTM stack (Outreach, ZoomInfo, Gong, etc.)
  • Strong analytics: SQL, data modeling, and comfortable building dashboards in Looker / Tableau / similar
  • Proven track record implementing automation and tooling that materially improve sales productivity and forecast reliability
  • Cross-functional operator with excellent partner skills — can translate finance/product constraints into commercial strategy
  • Comfortable leading change: building playbooks, setting governance and rolling out new processes globally
Job Responsibility
Job Responsibility
  • Strategy & Planning: Lead territory design, quota setting, comp and capacity planning across regions with differentiated GTM motions for LATAM, US and EMEA. Own quarterly and annual revenue planning and forecasting — drive improvements in accuracy and cadence. Define and operationalize KPIs across the funnel (CAC, LTV, churn, NRN, win rates, sales velocity)
  • Process & Governance: Architect and scale end-to-end revenue processes from lead → expansion → renewal to eliminate friction and drive conversion. Build and run deal desk governance, pipeline hygiene and forecast rigor that scale from tens to hundreds of millions in ARR. Partner with Finance on multi-currency billing, revenue recognition, credit terms and collections for cross-border customers
  • Systems & Data: Own CRM architecture (HubSpot) and the integrated GTM stack — ensuring automation, data integrity and self-service dashboards for reps, managers and execs. Build robust reporting, attribution and analytics using SQL and BI tools to inform GTM decisions. Drive automation that reduces admin overhead and increases rep productivity
  • Enablement & Execution: Lead Sales Enablement: playbooks, onboarding, territory rollouts and continuous coaching to lift quota attainment and reduce ramp time. Translate product, compliance and engineering constraints into executable GTM plans for complex fintech products (cards, payments, lending)
  • Fulltime
Read More
Arrow Right

Head of Global Revenue Operations

As Head of Global Revenue Operations, you will be the nervous system for Jeeves’...
Location
Location
Colombia , Bogotá
Salary
Salary:
Not provided
tryjeeves.com Logo
Jeeves
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years in Revenue Operations / Sales Operations / Business Operations, with 3+ years in leadership
  • Fluent in Spanish & English, Portuguese is a significant plus given our Brazil footprint
  • Demonstrated success building the revenue systems and organizational structures required to scale companies in the $25M–$100M ARR band or $50M–$500M+ ARR band (or equivalently sized initiatives)
  • Fintech experience strongly preferred (payments (including stablecoin preferred), corporate cards, cross-border, lending). If fintech is not present, deep RevOps experience for high-growth B2B SaaS is required
  • Expert with HubSpot (admin), or equivalent CRM architectures (Salesforce) and the modern GTM stack (Outreach, ZoomInfo, Gong, etc.)
  • Strong analytics: SQL, data modeling, and comfortable building dashboards in Looker / Tableau / similar
  • Proven track record implementing automation and tooling that materially improve sales productivity and forecast reliability
  • Cross-functional operator with excellent partner skills — can translate finance/product constraints into commercial strategy
  • Comfortable leading change: building playbooks, setting governance and rolling out new processes globally
Job Responsibility
Job Responsibility
  • Strategy & Planning: Lead territory design, quota setting, comp and capacity planning across regions with differentiated GTM motions for LATAM, US and EMEA. Own quarterly and annual revenue planning and forecasting — drive improvements in accuracy and cadence. Define and operationalize KPIs across the funnel (CAC, LTV, churn, NRN, win rates, sales velocity)
  • Process & Governance: Architect and scale end-to-end revenue processes from lead → expansion → renewal to eliminate friction and drive conversion. Build and run deal desk governance, pipeline hygiene and forecast rigor that scale from tens to hundreds of millions in ARR. Partner with Finance on multi-currency billing, revenue recognition, credit terms and collections for cross-border customers
  • Systems & Data: Own CRM architecture (HubSpot) and the integrated GTM stack — ensuring automation, data integrity and self-service dashboards for reps, managers and execs. Build robust reporting, attribution and analytics using SQL and BI tools to inform GTM decisions. Drive automation that reduces admin overhead and increases rep productivity
  • Enablement & Execution: Lead Sales Enablement: playbooks, onboarding, territory rollouts and continuous coaching to lift quota attainment and reduce ramp time. Translate product, compliance and engineering constraints into executable GTM plans for complex fintech products (cards, payments, lending)
  • Fulltime
Read More
Arrow Right

Head of Global Revenue Operations

As Head of Global Revenue Operations, you will be the nervous system for Jeeves’...
Location
Location
Brazil , São Paulo
Salary
Salary:
Not provided
tryjeeves.com Logo
Jeeves
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years in Revenue Operations / Sales Operations / Business Operations, with 3+ years in leadership
  • Fluent in Portuguese & English, Spanish fluency is a significant plus given our greater LATAM footprint
  • Demonstrated success building the revenue systems and organizational structures required to scale companies in the $25M–$100M ARR band or $50M–$500M+ ARR band (or equivalently sized initiatives)
  • Fintech experience strongly preferred (payments (including stablecoin preferred), corporate cards, cross-border, lending)
  • If fintech is not present, deep RevOps experience for high-growth B2B SaaS is required
  • Expert with HubSpot (admin), or equivalent CRM architectures (Salesforce) and the modern GTM stack (Outreach, ZoomInfo, Gong, etc.)
  • Strong analytics: SQL, data modeling, and comfortable building dashboards in Looker / Tableau / similar
  • Proven track record implementing automation and tooling that materially improve sales productivity and forecast reliability
  • Cross-functional operator with excellent partner skills — can translate finance/product constraints into commercial strategy
  • Comfortable leading change: building playbooks, setting governance and rolling out new processes globally
Job Responsibility
Job Responsibility
  • Strategy & Planning: Lead territory design, quota setting, comp and capacity planning across regions with differentiated GTM motions for LATAM, US and EMEA
  • Own quarterly and annual revenue planning and forecasting — drive improvements in accuracy and cadence
  • Define and operationalize KPIs across the funnel (CAC, LTV, churn, NRN, win rates, sales velocity)
  • Process & Governance: Architect and scale end-to-end revenue processes from lead → expansion → renewal to eliminate friction and drive conversion
  • Build and run deal desk governance, pipeline hygiene and forecast rigor that scale from tens to hundreds of millions in ARR
  • Partner with Finance on multi-currency billing, revenue recognition, credit terms and collections for cross-border customers
  • Systems & Data: Own CRM architecture (HubSpot) and the integrated GTM stack — ensuring automation, data integrity and self-service dashboards for reps, managers and execs
  • Build robust reporting, attribution and analytics using SQL and BI tools to inform GTM decisions
  • Drive automation that reduces admin overhead and increases rep productivity
  • Enablement & Execution: Lead Sales Enablement: playbooks, onboarding, territory rollouts and continuous coaching to lift quota attainment and reduce ramp time
  • Fulltime
Read More
Arrow Right

Senior Revenue Operations Analyst

The Senior Revenue Operations Analyst will support the revenue team with a focus...
Location
Location
United Kingdom
Salary
Salary:
Not provided
https://www.1password.com Logo
1Password
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4-5 years of sales operations experience in an individual contributor capacity, demonstrated ability in pricing strategy, sales financial analysis, or experience in a similar role - preferably at a SaaS company
  • Analytical background with strong problem-solving skills and a keen eye for detail and process
  • Deep understanding of Salesforce CPQ and an ability to resolve common errors on cross-objects within Salesforce
  • Able to thrive in a fast-paced environment and to work collaboratively alongside our sales teams, managing & prioritizing competing demands
  • Ability to work cross functionally with finance, legal, and billing engineers to translate our processes, and adapt or evolve the deal desk function
  • Desire to build relationships and capable of explaining concepts clearly and credibly across all levels of the organization
  • Ability to handle conflict and navigate discussions to productive outcomes
  • You possess an analytical mindset with a mature skillset focused on extracting & analyzing data from Salesforce
  • Required: Salesforce related experience and/or documented training certification
  • Collaborate with global teams to understand their operational needs and strategies
Job Responsibility
Job Responsibility
  • Review complex deals alongside the GTM team providing guidance on optimal deal structures
  • Identify risks and opportunities within deals, renewals and our pricing structures, and influence the deal with your recommendations
  • Accurately processing orders using Salesforce and ensuring deals include all required information and are ready to be invoiced by Finance in a timely manner
  • Provisioning all SPO/PO orders in back office
  • Ensure alignment between Salesforce and Back Office to ensure that the Salesforce contract matches our back office billing record
  • Partners with Deal Desk and systems teams to facilitate process and system improvements to deal desk operations and overall opportunity closure process
  • Partner with Deal Desk team to perform enablement and other special projects related to Quote to Cash
  • Monitor the Revenue Operations Slack channel to provide assistance and advice on deal desk and quote to cash related questions
  • Collaborate with the team to tackle RevOps Cases in the Salesforce queue (churn, data updates related to the deal process, etc)
  • Work closely with billing engineers, finance, and legal to ensure that our processes are aligned
What we offer
What we offer
  • Maternity and parental leave top-up programs
  • Generous PTO policy
  • Four company-wide wellness days
  • Company equity for all full-time employees
  • Retirement matching program
  • Free 1Password account
  • Paid volunteer days
  • Employee-led inclusion and belonging programs and ERGs
  • Peer-to-peer recognition through Bonusly
  • Fulltime
Read More
Arrow Right
Welcome to CrawlJobs.com –
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Poland Jobs Ireland Jobs Germany Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
© 2025 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy