Lead - Revenue Strategy & Planning

23 hours ago


Bengaluru, Karnataka, India Wati Full time

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

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.


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