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.
Strong 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
Versatile 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.
#J-*****-Ljbffr

📌 Financial Planning Manager, Sales & Retention (New South Wales)
🏢 Wolters Kluwer
📍 New South Wales