Strategy and Planning Manager

Job Summary

A company is looking for a Strategy & Planning Manager, CoCounsel.

Key Responsibilities

• Drive initiatives to enhance sales, retention, and expansion while collaborating with cross-functional teams
• Develop performance metrics to evaluate sales and customer initiatives, using data-driven insights for improvements
• Execute annual plans and facilitate leadership meetings to align customer success strategies with company goals

Required Qualifications

• 5+ years of experience in sales, customer success, strategy, finance, or planning roles in a corporate or B2B sector
• Proven track record of implementing successful initiatives
• Strong analytical skills to translate data into actionable insights
• Bachelor's degree or equivalent experience; MBA or related advanced degree preferred
• Knowledge of the legal, tax, accounting, or compliance industries is a plus