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GTM Strategy & Analytics Manager

Open 66d
AppZen is the leader in autonomous spend-to-pay software. Its patented artificial intelligence accurately and efficiently processes information from thousands of data sources so that organizations can better understand enterprise spend at scale to make smarter business decisions. It seamlessly integrates with existing accounts payable, expense, and card workflows to read, understand, and make real-time decisions based on your unique spend profile, leading to faster processing times and fewer instances of fraud or wasteful spend. Global enterprises, including one-third of the Fortune 500, use AppZen’s invoice, expense, and card transaction solutions to replace manual finance processes and accelerate the speed and agility of their businesses.
At AppZen, we value candidates who are actively using AI tools to enhance productivity, automate repetitive tasks, and solve problems more efficiently. Across all roles, we are looking for team members who leverage AI in meaningful ways to drive impact in their work.
To learn more, visit us at .

We’re looking for a strategic, data-driven GTM Strategy & Analytics Manager to lead the modeling, forecasting, and analytics that power our go-to-market strategy. This senior role operates at the intersection of Sales Operations, Strategic Finance, and GTM Planning. You’ll partner closely with Sales, Finance, and Executive leadership to build models, develop strategic revenue forecasts, and deliver insights that shape how the business invests, executes, and grows.

If you thrive on turning data into strategy — and strategy into action — this role is for you.

What You'll Do:

  • Own day-to-day administration, configuration, and optimization of Salesforce CRM.
  • Translate business requirements into scalable Salesforce solutions (objects, fields, flows, validation rules, automation)
  • Design and improve GTM workflows (lead routing, pipeline stages, forecasting logic, approvals)
  • Revenue Forecasting: Own and refine the company’s strategic revenue forecasting modeling — integrating pipeline, conversion, and productivity metrics to deliver accurate, actionable insights for leadership.
  • Financial & GTM Modeling: Build dynamic models to support capacity, coverage, productivity, quota setting, and long-range revenue planning.
  • Strategic Finance Partnership: Collaborate with Finance on headcount, bookings, and investment planning to align GTM and financial strategies.
  • Forecast Inspection & Analysis: Lead forecast and pipeline deep-dives to assess health, risk, and upside scenarios.
  • Executive Insights & Scenario Analysis: Deliver executive-ready analyses and reviews that drive investment and resource allocation decisions.
  • Performance Visibility: Build and maintain dashboards that track revenue, productivity, and pipeline performance against strategic goals.
  • Data Infrastructure & Systems: Partner with GTM Systems and RevOps teams to enhance data accuracy and leverage Salesforce CRM Analytics (Tableau CRM) and other BI tools for scalable analytics.

What You'll Bring

  • 7–8 years of experience in Sales Operations, GTM Strategy, or Strategic Finance, ideally within a SaaS or high-growth tech environment.
  • Proven ability to build in Salesforce environments (sandbox → production).
  • Advanced analytical and financial modeling skills; strong command of revenue forecasting, scenario modeling, and financial planning.
  • Deep proficiency in Excel/Google Sheets; experience with Salesforce CRM Analytics (Tableau CRM) or other BI tools (e.g., Looker, Power BI, Tableau).
  • Strong understanding of GTM and financial performance metrics — pipeline coverage, bookings, ARR growth, productivity, and margins.
  • Proven ability to translate complex data into clear insights and strategic recommendations for senior leadership.
  • High attention to detail, intellectual curiosity, and the ability to operate independently with a strategic, business-first mindset.
We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need.
You can find our Privacy Notice linked on the bottom of our website.

What this application asks

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Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Other website, What is your age range?, What race are you?Select all that apply, Have you ever served in the military?, What is your gender?

  • Are you legally authorized to work for any employer in the US? choose one
  • Are you a U.S Citizen or Permanent Resident? choose one
  • If you answered no to Question 2, please answer the following question for export compliance purposes: Is your home country listed here? Cuba, Iran, North Korea, Sudan, Syria choose one · optional
  • Now or in the future would you require any sponsorship? choose one
  • If you answered yes to the above question, please elaborate. written answer · optional
  • This role is located in San Jose, California. Do you live within commutable distance of AppZen? written answer
  • If you answered no to the above question, please elaborate. *The job description will indicate if the role is remote. written answer · optional
  • What is your desired salary? written answer
  • What is your timeline for starting a new role? written answer
  • I hereby declare that the information provided is true and correct. I also understand that any willful dishonesty may render for refusal of this application or immediate termination of employment. yes / no · optional
  • Walk me through a GTM or financial model you built that influenced investment, headcount, or coverage decisions. What inputs did you use, and what was the outcome? written answer
  • Give an example of a strategic insight you presented to senior leadership that changed a decision or strategy. How did you ensure your analysis was trusted and actionable? written answer

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