At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit careers.klaviyo.com to see how we empower creators to own their own destiny.
Hybrid, Boston MA
Team: Revenue Operations (Strategy & Planning team)
About the Role
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.
How You’ll Make a Difference
- GTM Planning & Modeling:
- 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.
- Performance Analysis & Reporting:
- 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.
- Strategic Initiatives:
- 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.
- Systems & Data Management:
- 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.
Who You Are
- 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.
#LI-Hybrid
#LI-BAILEY
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.
In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.
Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.
Get to Know Klaviyo
We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.
AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.
By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
Top Skills
Klaviyo Boston, Massachusetts, USA Office
We're in the heart of the Financial district with easy access to public transportation and a short walk from South Station. We also have hubs in Denver, London and Sydney.
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