Lead - Revenue Strategy & Planning

Job Description Wati is the world's leading WhatsApp-first conversational growth platform, empowering businesses to build deeper customer relationships and accelerate revenue growth. Trusted and loved by over 20,000+ customers across 100+ countries, Wati has established itself as the premier choice for businesses leveraging WhatsApp and other messaging channels to connect with customers on their platform of choice. In a world where real-time interactions drive growth, Wati's story is all about business growth through conversations. At Wati, we believe that every conversation matters, whether it's engaging a first-time prospect, nurturing a qualified lead, or deepening relationships with loyal clients. We transform these conversations into opportunities for building relationships, and strong relationships lead to increased revenue. Our Platform The AI-native platform simplifies complex business operations by bringing all customer interactions under one intelligent roof. Designed for scalability and ease of use, our solution delivers a measurable ROI while adapting to businesses of all sizes, from emerging startups to established enterprises. Our Backing & Partnerships Wati is proudly backed by world-class investors including Tiger Global, Sequoia Capital, DST Global, and Shopify. As a Premium-tier Partner of Meta, Google, and WhatsApp, we maintain the highest standards of integration and platform excellence. We're looking for a strategic and analytical lead to join the Revenue Strategy & Planning vertical within the Revenue Strategy & Operations org. This role acts as Wati's in-house consulting partner to GTM teams - driving strategic planning, forecasting, business performance reviews, and cross-functional alignment across Marketing, Sales, Customer Success, Partnerships, and Product. You will develop the frameworks, processes, and insights crucial for Wati's hyper-growth by fostering operational excellence and data-driven decisions. Key Responsibilities - Strategic & Annual Planning - Lead development of the annual and quarterly operating plans (AOP & bridge plans) across GTM teams - Align cross-functional targets, resource capacity, and performance expectations - Drive end-to-end planning cycles from data gathering and modeling to executive alignment and review - Forecasting & Business Reviews - Build, manage, and evolve forecasting models to improve revenue predictability - Partner with Finance and Sales to maintain accurate short- and long-range forecasts - Standardize business review cadences (QBRs, MBRs) with clear KPIs and insights - GTM Strategy & Alignment - Translate company objectives into actionable GTM strategies across functions - Facilitate regional strategy alignment and prioritization with Marketing, CS, Partnerships, and Product - Enable data-driven decision making and proactive course correction through performance tracking and analytics - Cross-Functional Enablement & Optimization - Partner with Strategic Initiatives, RevTech, and Insights teams to execute cross-functional programs - Support strategic projects such as territory allocation, capacity planning, and rules of engagement - Build collaboration frameworks that enhance alignment across global and regional GTM teams - Operational Excellence - Drive continuous improvement in planning, forecasting, and business review processes - Institutionalize documentation, cadences, and templates that enable consistent, scalable operations - Contribute to the design of org-wide operational dashboards and governance models - Collaboration & Influence - Mentor and coach other associates, helping to build long-term functional expertise - Contribute to a culture of analytical rigor, collaboration, and accountability - Collaborate with other vertical leads to ensure seamless knowledge sharing and cross-functional impact Requirements - 3-6 years of experience in Revenue Strategy, RevOps, Strategy Consulting, or Founder's Office roles - Proven ability to build and operationalize GTM and planning frameworks in high-growth SaaS environments - Strong business acumen with a structured, data-driven approach to problem solving - Excellent communication and stakeholder management skills across global teams - Proficiency in analytics and planning tools (e.g. Excel, PowerBI, or similar) - Experience in defining and running operating cadences like AOPs, QBRs, and forecasting rhythms - Based in India - preferably Chennai or Bangalore