GTM & Capacity Planning Manager Job at Clio (Calgary)

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

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GTM & Capacity Planning Manager

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