Staff Sales Planning Analyst (Fintech)

Location: Onsite at one of hirify.global's hubs in Frisco, Texas; Atlanta, Georgia; Mountain View, California; New York, New York; or Tucson, Arizona, United States.

Base pay: $167,000–$226,000 annually for Mountain View, California. The posting also lists $0–$0 for New York.

Company

hirify.global is a global financial technology platform serving tens of millions of customers through TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Run the quarterly GTM readiness shot clock, including calendars, readiness criteria, milestones, accountability, risk escalation, and senior-leadership reporting.
• Build and maintain capacity models covering headcount, ramp, attrition, and coverage for GBSG go-to-market roles.
• Analyze productivity trends, identify performance drivers and gaps, and run scenarios involving headcount, quotas, territories, and ramp assumptions.
• Partner with Finance and HR on headcount, budget, and operating-plan alignment.
• Own planning calendars, data inputs, and templates while simplifying and automating manual processes.
• Create executive-ready dashboards and recommendations, influencing senior stakeholders across a matrixed organization without direct authority.

Requirements

• 5+ years of experience in sales or GTM operations, strategy and planning, business analytics, or FP&A.
• Proven capacity planning, workforce planning, or productivity analysis experience for sales or customer-facing teams.
• Advanced Excel or Google Sheets modeling skills.
• Strong program management skills for recurring, deadline-driven cross-functional processes.
• Clear written and verbal communication, including presentations to senior leaders.
• Bachelor's degree in business, finance, analytics, or a related field, or equivalent experience.

Nice to have

• Experience in B2B SaaS or small-business-focused go-to-market organizations.
• Familiarity with Salesforce and enterprise planning tools.
• SQL and BI tools such as Tableau or Looker.
• Experience applying AI-assisted analytics or automation to planning workflows.

Culture & Benefits

• Work from one of hirify.global's designated U.S. hubs.
• Competitive compensation with potential cash bonus, equity rewards, and benefits under applicable plans and programs.
• Pay is determined by job-related knowledge, skills, experience, and work location.
• The role emphasizes ownership, systems thinking, data-backed recommendations, repeatable planning, scalability, and automation.