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Director, Revenue Intelligence & Analytics

UPSTACK
CompanyUPSTACK
CategoryData & Analytics
LocationUnited States
RemoteOn-site (inferred)
EmploymentNot stated
LevelDirector
SalaryNot stated by the employer
Posted3 Jun 2026
Last verified4 Aug 2026
SourceEmployer ATS (greenhouse)
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Description
Overview UPSTACK  i s the leading full-service technology advisory firm , transforming how businesses design, source, implement, support, and optimize IT infrastructure. Clients benefit from decades of expertise, enhanced support, and UPSTACK’s proprietary technology—delivering faster deployments, cost savings, and streamlined access to critical solutions. Our expertise includes:  data center colocation, network connectivity, SD-WAN, unified communications, cloud contact center, CX-AI, private/public cloud, security, mobility, business continuity, and IoT. Under the leadership of Founder and CEO  Christopher Trapp ,  UPSTACK is committed to exceptional customer experiences , serving 6,500+ clients—from SMBs to enterprises—and managing over $1B+ in annual technology spend across industries. About the Role We are seeking a strategic and analytical Director, Revenue Intelligence & Analytics to serve as a trusted partner to the Chief Revenue Officer (CRO) and Go-to-Market (GTM) leadership team. This leader will drive business performance through revenue intelligence, forecasting excellence, financial and operational analytics, and AI-driven insights. The ideal candidate combines deep expertise in revenue operations, financial planning, and business analytics with the ability to influence executive decision-making. This role will lead forecasting governance, pipeline analytics, productivity measurement, partner economics, investment optimization, and strategic planning initiatives that support scalable revenue growth and operational excellence. Key Responsibilities Revenue Intelligence & Forecasting Own and continuously improve revenue forecasting models, including pipeline, bookings, revenue, and quota attainment. Drive forecast rigor, governance processes, and forecasting methodologies across GTM leadership. Lead pipeline inspection and deal review processes to improve forecast accuracy and predictability. Analyze stage conversion rates, deal progression, slippage trends, and forecast variance. Support monthly, quarterly, and annual forecasting processes in partnership with Finance and GTM leadership. Sales Performance & Productivity Analytics Develop sales capacity models, including headcount planning, quota allocation, territory coverage, and ramp productivity. Evaluate sales productivity across segments, geographies, verticals, routes-to-market, and seller types. Support compensation plan modeling, attainment analysis, and incentive effectiveness reviews. Identify opportunities to improve revenue-generating efficiency and resource allocation. Strategic Growth & Market Analysis Conduct Ideal Customer Profile (ICP) analysis, market segmentation, whitespace analysis, and growth opportunity modeling. Analyze key SaaS business drivers including customer acquisition cost (CAC), lifetime value (LTV), funnel conversion, retention, and revenue growth metrics. Develop financial and business models to support pricing strategy, territory planning, market expansion, and investment decisions. Provide recommendations on GTM investments, territory design, and strategic growth initiatives. Partner & Ecosystem Performance Evaluate partner, channel, alliance, and ecosystem performance, including ROI and investment effectiveness. Assess partner economics and recommend optimization strategies to maximize growth and profitability. Executive Reporting & Business Insights Lead analytics and reporting for forecast reviews, Quarterly Business Reviews (QBRs), executive operating reviews, and Board presentations. Design and maintain executive dashboards and KPI reporting frameworks. Deliver actionable insights on performance against targets, highlighting risks, opportunities, and recommended actions. Translate complex data into clear, compelling executive-level narratives. AI & Advanced