As a Financial Planning Manager, Sales & Retention you will be a trusted advisor to Sales and Retention leadership, focused on sales and retention optimization and analytics, and analysis of marketing investment and campaigns. Working within FP&A;, you will partner with many cross‑functional teams such as Finance, Sales, Customer Success, Revenue Operations, Product, and others. This is a high‑impact role with quickly changing priorities and demands. You will think strategically, arrive at a focused execution plan, and manage the plan to fruition. Example projects include sales‑to‑revenue forecasting, pricing and discount analysis, win‑back campaign tracking, and sales compensation analysis.

What You’ll Do

- Collaborate on the design and evolution of sophisticated metrics, reports, analyses, and dynamic dashboards that provide actionable intelligence for critical business decisions.
- Analyze lead conversion, win‑back campaigns, discounts, special incentives, and marketing campaigns.
- Strategically partner with sales leaders to conceive and execute impactful initiatives focused on maximizing sales team efficiency, productivity, and overall effectiveness.
- Contribute to the design of effective sales compensation plans that directly align with APAC revenue targets and build analysis to review effectiveness of incentives.
- Drive the adoption of system and process enhancements,



playing a key role in building a scalable and efficient revenue engine for continued growth.

What You’ll Bring

- 7+ years of experience in Revenue Operations, Finance, or Sales Operations, ideally within high‑growth B2B SaaS companies.
- Strong analytical and problem‑solving skills; able to pull insights from data and model complex problems both conceptually and tactically.
- Project management and cross‑functional leadership to manage initiatives across organizational boundaries, comfortable with ambiguity and tight deadlines.
- Robust financial acumen and experience working cross‑functionally with Finance to support planning, modeling, and reporting functions.
- Proficiency with Salesforce and experience integrating data across tools to produce a unified view.
- Executive‑level communication and stakeholder management skills; able to influence across Sales, Retention, Finance, and the broader leadership team.
- A proactive, ownership‑driven mindset with a passion for building systems that scale and deliver results.

Benefits

- Flexible Working Arrangement – Work from Anywhere and Hybrid Working (promoting work life balance).
- Learning and Development opportunities.
- Access to health and wellness programs.
- Parental leave benefits that exceed legislative requirements.
- The opportunity to work within a global organization with experienced leaders.

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📌 Financial Planning Manager, Sales & Retention (City of Ryde)
🏢 Wolters Kluwer
📍 City of Ryde