What are the responsibilities and job description for the Revenue Insights & Planning Manager position at Lexia Learning?
Job Overview
The Revenue Insights & Planning Manager is a key member of our Revenue Operations team, responsible for turning data into actionable insights and ensuring our sales organization is set up for success. This role blends analytics, forecasting, and planning to give leadership the visibility needed to grow effectively. You’ll partner with Sales, Marketing, Customer Success, and Finance to provide trusted reporting, accurate forecasting, and forward-looking coverage models.
Job Responsibilities
Analytics & Insights
Remote First Work Environment
Our Remote First approach gives employees the flexibility and trust they need to effectively balance work with life. It creates a culture in which all employees are valued and where success is measured in results. It allows us to work collaboratively, inclusively and for greater positive impact, regardless of our individual locations.
If you will be working remotely, either occasionally or on a permanent basis, you must have a reliable internet connection through a cable or fiber-optic broadband service with minimum speeds of 10 Mbps download and 5 Mbps upload.
The successful candidate will be expected to actively participate in video-based interviews during the recruiting process and ongoing virtual meetings with their camera on, as part of their role.
As part of our Remote-First benefits, Cambium offers reimbursement to help cover the cost of setting up your home or remote office.
An Equal Opportunity Employer
We are dedicated to fostering a culture that celebrates unique backgrounds, ideas, and experiences. All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, age, religion, sex (including pregnancy, gender, gender identity/expression, or sexual orientation), national origin, protected veteran status, disability, or genetic information (including family medical history).
We will provide reasonable accommodations for qualified individuals with disabilities. You may request an accommodation during the recruiting process with your Talent Acquisition team member.
The Revenue Insights & Planning Manager is a key member of our Revenue Operations team, responsible for turning data into actionable insights and ensuring our sales organization is set up for success. This role blends analytics, forecasting, and planning to give leadership the visibility needed to grow effectively. You’ll partner with Sales, Marketing, Customer Success, and Finance to provide trusted reporting, accurate forecasting, and forward-looking coverage models.
Job Responsibilities
Analytics & Insights
- Build and maintain dashboards that track pipeline health, win rates, cycle times, and rep productivity
- Conduct ad hoc analysis to answer sales leadership questions (e.g., where deals stall, competitor trends, rep performance)
- Define and monitor core GTM KPIs across the revenue funnel
- Ensure data integrity and consistency across CRM and BI tools
- Run the weekly/quarterly forecasting process in partnership with Sales and Finance leaders
- Develop pipeline coverage models and scenario planning to assess attainment risk
- Support annual planning: territory carving, account assignments, and quota design
- Provide board-level reporting and executive summaries on revenue performance and outlook
- Liaise with Sales, Finance, and Marketing Ops to ensure alignment on data definitions and reporting
- Partner with Enablement and Process leaders to turn insights into improved GTM execution
- Provide thought partnership to leadership on growth strategy, backed by data
- 5 years in Revenue Operations, Sales Operations, Business Analytics, or FP&A
- Proven Salesforce and BI tool expertise (Tableau, Power BI, Looker, etc.)
- Extensive B2B SaaS experience required and related K-12 EdTech industry experience highly preferred
- Proven experience running sales forecasting processes and supporting revenue planning
- Ability to balance tactical analytics requests with strategic forecasting needs
- Strong communicator; able to present insights to senior leaders with clarity and confidence
- Comfort in fast-paced, cross-functional environments where priorities shift
- Analytical translator: Can take raw data and turn it into business decisions
- Forecasting rigor: Delivers reliable pipeline visibility and identifies risks early
- Cross-functional partner: Works seamlessly with Sales, Finance, and Marketing leaders
- Scalable mindset: Builds processes and reporting that can grow with the business
Remote First Work Environment
Our Remote First approach gives employees the flexibility and trust they need to effectively balance work with life. It creates a culture in which all employees are valued and where success is measured in results. It allows us to work collaboratively, inclusively and for greater positive impact, regardless of our individual locations.
If you will be working remotely, either occasionally or on a permanent basis, you must have a reliable internet connection through a cable or fiber-optic broadband service with minimum speeds of 10 Mbps download and 5 Mbps upload.
The successful candidate will be expected to actively participate in video-based interviews during the recruiting process and ongoing virtual meetings with their camera on, as part of their role.
As part of our Remote-First benefits, Cambium offers reimbursement to help cover the cost of setting up your home or remote office.
An Equal Opportunity Employer
We are dedicated to fostering a culture that celebrates unique backgrounds, ideas, and experiences. All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, age, religion, sex (including pregnancy, gender, gender identity/expression, or sexual orientation), national origin, protected veteran status, disability, or genetic information (including family medical history).
We will provide reasonable accommodations for qualified individuals with disabilities. You may request an accommodation during the recruiting process with your Talent Acquisition team member.