Manager, Revenue Analytics & Planning

Velotic™ is a leading independent industrial software company providing data‑driven solutions that improve manufacturing efficiency, productivity, and operational insight. Serving customers across manufacturing, oil & gas, utilities, and infrastructure, the company generates more than $300 million in revenue. Velotic’s portfolio, anchored by Proficy, Kepware, and ThingWorx, supports the growing data and performance requirements of industrial operators globally, with an emphasis on AI‑enabled manufacturing and industrial software.

We’re building our People Operations function from the ground up, and we’re looking for exceptional talent who want to shape the future of our culture, systems, and global operating model during one of the most exciting transformation moments in the industrial technology space.

Under the leadership of the Sr. Director of Revenue Operations Strategy & Analytics, we are hiring a Manager (or Senior Manager) of Revenue Analytics & Planning to support the Velotic go-to-market team. This role is a critical partner to Velotic’s go-to-market organization to be responsible for the production, delivery, and continuous improvement of go-to-market operational reporting, including support for CRO-level visibility.

This role is primarily accountable for ensuring operational revenue metrics are delivered accurately, consistently, and on time - supporting Sales, Marketing, Customer Success, and Partner leadership. The Manager will manage a small team of analysts, remain hands on in reporting execution, and partner with peers to improve reporting quality and scalability over time.

In the near term, the role will operate across multiple data streams & systems, while supporting the transition toward more standardized tooling and automation.

Key Responsibilities

Lead the production and delivery of Revenue Operations owned operational reporting, including:

• Pipeline creation, coverage, health, and movement
• Forecast views and pipeline inspection support
• Sales productivity, quota attainment, and capacity reporting
• Marketing to pipeline and marketing to revenue reporting
• Renewal, expansion, and churn risk tracking
• Partner sourced pipeline and performance views
• Ensure all reporting & visibility is delivered on a predictable cadence, clearly understood by stakeholders, and consistent across tools and audiences
• Support the CRO organization’s operating rhythm by ensuring reporting is ready for weekly pipeline and forecast reviews, monthly performance reviews, and quarterly planning and capacity discussions
• Continuous Improvement & Input: While definitions largely come from elsewhere, this role provides feedback on metric clarity, usefulness, and gaps a suggests incremental improvements to reports and dashboards.
• Partners with RevOps Systems, IT, and Finance on:
  • Data quality issues
  • Automation opportunities
  • Tool enhancements
• Helps evolve reporting from near term solutions toward more scalable approaches
• Lead and mentor a small team of revenue/data analysts which require setting priorities, reviewing work product for quality & consistency, and overall skill development
• Ensure compliance with company standards and policies

• Bachelor's degree in Finance, Economics, Business, or other related studies
• 4+ years of experience in Revenue Operations, Sales Operations, Revenue Analytics, or Finance within a B2B SaaS environment
• Demonstrated expertise producing operational go-to-market reporting and analytics
• Proven experience managing and mentoring analytics teams
• Deep working knowledge of pipeline mechanics, sales forecasting, and sales productivity/capacity reporting
• Strong understanding of B2B software go-to-market motions and revenue cycles
• Proficiency with data visualization and reporting tools (e.g., Tableau, Looker, or similar platforms)
• Excellent communication skills with the ability to translate complex data into actionable insights for executive stakeholders

Why Join Velotic

Velotic is uniquely positioned at the intersection of industrial operations, advanced connectivity, and AI. Joining now means you can help shape:

Culture & Growth

• Build foundational People Ops systems, processes, and culture from day one.
• Work within a team defined by ambition, collaboration, authenticity, and speed.
• Influence global operating models and employee experience at scale.

Work-Life Balance

• Flexible work arrangements
• Discretionary Time Off (DTO)
• Global paid parental leave
• Employee Assistance Program (EAP)

Financial & Health Benefits

• Competitive compensation
• 401(k) with employer match (50% up to 8%)
• Medical, dental & vision
• HSA with company contribution
• Life and AD&D (2x salary up to $1M)

Join Us

Help build the People Operations foundation for a global industrial tech leader—and play a direct role in shaping the future of modern manufacturing.

Learn more at: www.velotic.com

Apply today to be part of the transformation.