Manager of Go-to-Market Strategy and Analytics

PE-backed Software Company


Financial Services


San Diego, CA





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Position details

Client / Situation

  • Our client, backed by Vista Partners, provides online payments, resident billing, and utility expense tools to HOAs and property companies
  • They engaged us to find a Manager who is a strategy and analytics rock star to partner with Sales and Marketing leadership on Go-To-Market strategy and execution

Objectives / Mandate

  • Develop annual go-to-market plans that include market opportunity analysis, territory development, and resource allocation
  • Collaborate with the leadership and Vista Partners to implement and optimize best practices including likelihood of purchase analytics, forecasting methodologies, and incentive plans
  • Work with Sales and Marketing leadership to develop a go-to-market scorecard and pro-actively identify improvement opportunities, including development of roles, responsibilities, and KPIs

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