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Anaplan Resource Lead

VertogicSan Ramon, CA🇺🇸United StatesPosted Oct 7, 2026

Quick Overview

Salary
$80 - $85/hr
Seniority
Mid Senior
Work mode
On Site
Location
San Ramon, CA, United States
Posted
21 hours ago
SQLCRMCapacity PlanningFinancial ModelingRevenue Operations

Job Description

Position: Anaplan Resource Lead

Location: San Ramon, CA (Onsite)

Function: Revenue Operations

Client: Dialpad

Rate: $80–$85/hour on C2C

 

Role Overview

The Revenue Planning & Capacity Lead will own revenue planning, modeling, territory design, quota allocation, compensation planning, headcount capacity planning, and productivity analysis across Sales, Channel, Solution Engineering, and Customer Experience teams.

This is a strategic revenue planning and performance governance role with strong emphasis on Anaplan, financial modeling, SaaS revenue mechanics, and cross-functional planning.

 

Key Responsibilities

  • Own annual and mid-year territory design and segmentation.
  • Develop account distribution and coverage models.
  • Own quota methodology, allocation, and scenario modeling.
  • Lead headcount and revenue capacity planning across Sales, Channel, SE, and CX.
  • Model hiring timelines, ramp curves, productivity, and revenue-at-risk.
  • Support compensation plan design and analyze incentive impact on revenue.
  • Establish productivity benchmarks such as ARR per rep, ARR per SE, and revenue per CX head.
  • Lead connected planning sessions with Finance, Sales Leadership, Channel, SE, and CX.
  • Translate strategic business changes into revenue planning models.
  • Own and enhance the Anaplan revenue planning model architecture.
  • Ensure alignment between Anaplan planning models and CRM data.
  • Maintain planning model governance and documentation.

 

Required Skills

  • Advanced financial and revenue modeling experience.
  • Strong Anaplan modeling experience.
  • Advanced Excel / Google Sheets skills.
  • Strong understanding of SaaS revenue models and economics.
  • Experience with territory and quota planning.
  • Experience with sales compensation planning and modeling.
  • Experience with headcount and revenue capacity planning.
  • Strong analytical and cross-functional communication skills.

 

Preferred Skills

  • SQL familiarity.
  • Experience with multi-segment SaaS organizations.
  • Experience with GTM compensation structures.
  • Experience partnering with Finance and Sales leadership.

 

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