What are the responsibilities and job description for the Data and FP&A Manager position at Smart Circle International?
Job Details
Smart Circle International - Newport Beach - Newport Beach, CA $140000.00 - $175000.00 Salary/year
Manager of Revenue Strategy and Analytics
Smart Circle International is a leading broker of outsourced sales and customer acquisition services. We help clients and independently owned and operated sales companies grow together through versatile in-person marketing and sales campaigns inside retailers, businesses and through door-to-door canvassing. We have corporate offices in Newport Beach and Toronto. Visit smartcircle.com to learn more!
The Basics
As the Manager of Revenue Strategy and Analytics on the FP&A team, you’ll play a pivotal role in shaping how Smart Circle and our clients make data-informed decisions to drive revenue and profitability. This is not just a behind-the-scenes analytics role – you’ll be front and center, partnering with executives, field leaders, and senior client stakeholders to translate complex data into clear, actionable strategies.
You’ll lead the charge in blending financial planning with sales performance insights, using advanced Tableau dashboards and large-scale data models to uncover trends, forecast outcomes, and optimize campaign results. Your work will directly influence how compensation structures are designed, and how resources are allocated across high-impact sales initiatives.
This is a high-visibility role where your ability to connect the dots between numbers and business outcomes will help shape the future of our client partnerships and internal strategy.
Primary Functions
We believe in equal opportunity. Each team member is recruited, employed, evaluated, and considered for promotion without regard to race, color, national origin, age, sex, disability status, or any other protected characteristic under state or federal law. We will not tolerate discrimination or harassment based on any protected characteristic and expect all team members to treat others with dignity and respect.
DISCLOSURE TO JOB APPLICANTS PURSUANT TO THE CALIFORNIA CONSUMER PRIVACY ACT
As Part Of Your Job Application And Our Evaluation Of Your Candidacy, We Collect, Receive, Maintain, And Use Your Personal Information, Which As Used Herein, Means Information That Identifies, Relates To, Describes, Is Reasonably Capable Of Being Associated With, Or Could Reasonably Be Linked, Directly Or Indirectly, With You Or Your Household. The Following Is The Personal Information We May Collect As Part Of The Application Process
Personal contact details, such as name, title, address, telephone number, and email address; and
Application information, such as your qualifications, skills, education, references, and other information that may be in your resume, cover letter, and materials you provide to us when applying for employment.
We collect your personal information to evaluate your job application and candidacy for employment, to check your eligibility to work in the country in which you have applied, for background checks, and to comply with employment and other laws. If you become employed by us, we will notify you of additional categories of personal information that we collect, receive, and maintain for business purposes.
Smart Circle International - Newport Beach - Newport Beach, CA $140000.00 - $175000.00 Salary/year
Manager of Revenue Strategy and Analytics
Smart Circle International is a leading broker of outsourced sales and customer acquisition services. We help clients and independently owned and operated sales companies grow together through versatile in-person marketing and sales campaigns inside retailers, businesses and through door-to-door canvassing. We have corporate offices in Newport Beach and Toronto. Visit smartcircle.com to learn more!
The Basics
- Location: Hybrid, 3 days on-site at our Newport Beach, CA office
- Compensation: $140,000-175,000, commensurate with experience
- Travel: Up to 25%
- Reports To: Vice President - FP&A
As the Manager of Revenue Strategy and Analytics on the FP&A team, you’ll play a pivotal role in shaping how Smart Circle and our clients make data-informed decisions to drive revenue and profitability. This is not just a behind-the-scenes analytics role – you’ll be front and center, partnering with executives, field leaders, and senior client stakeholders to translate complex data into clear, actionable strategies.
You’ll lead the charge in blending financial planning with sales performance insights, using advanced Tableau dashboards and large-scale data models to uncover trends, forecast outcomes, and optimize campaign results. Your work will directly influence how compensation structures are designed, and how resources are allocated across high-impact sales initiatives.
This is a high-visibility role where your ability to connect the dots between numbers and business outcomes will help shape the future of our client partnerships and internal strategy.
Primary Functions
- Own financial and operational reporting across multiple campaigns and clients, with a focus on driving sales performance and profitability
- Analyze sales data to uncover trends, optimize incentive structures, and support strategic decision-making
- Partner with sales leaders to refine compensation models and consumer offers that improve revenue outcomes
- Build and maintain pro-forma P&Ls, forecast customer lifetime value, and run multi-scenario simulations
- Design and manage Tableau dashboards that integrate Salesforce and Excel data for real-time insights
- Lead sales forecasting and gross profit modeling to support client growth strategies
- Serve as the primary contact for clients on campaign performance, data analysis, and issue resolution
- Ensure accurate and timely commission calculations across all campaigns
- Develop financial and operational goals in collaboration with executives and clients
- Validate complex datasets and deliver clear, actionable reporting
- Improve processes through automation, SOP development, and best practice implementation
- Support ad hoc analysis and special projects as needed
- 6 years in FP&A, business intelligence, and sales analytics
- Advanced Tableau skills (including LOD expressions, calculated fields, and dashboard design)
- Strong experience working with large datasets (tens of thousands to millions of rows)
- Highly proficient in Salesforce and Excel
- Excellent communication skills, with a track record of executive and client-facing collaboration
- Bachelor’s degree in Finance, Business, Economics, or related field
- Detail-oriented, analytical, and proactive mindset
We believe in equal opportunity. Each team member is recruited, employed, evaluated, and considered for promotion without regard to race, color, national origin, age, sex, disability status, or any other protected characteristic under state or federal law. We will not tolerate discrimination or harassment based on any protected characteristic and expect all team members to treat others with dignity and respect.
- In accordance with the applicable law, the following represents a good faith estimate of the minimum and maximum compensation range for this position: the estimated annual compensation range for this role is $140k - $175k.The compensation range reflects the Company’s reasonable expectation at the time of posting. Exact compensation for this role will be determined based on permissible, non-discriminatory factors such as candidates’ qualifications, skills, and experience.
DISCLOSURE TO JOB APPLICANTS PURSUANT TO THE CALIFORNIA CONSUMER PRIVACY ACT
As Part Of Your Job Application And Our Evaluation Of Your Candidacy, We Collect, Receive, Maintain, And Use Your Personal Information, Which As Used Herein, Means Information That Identifies, Relates To, Describes, Is Reasonably Capable Of Being Associated With, Or Could Reasonably Be Linked, Directly Or Indirectly, With You Or Your Household. The Following Is The Personal Information We May Collect As Part Of The Application Process
Personal contact details, such as name, title, address, telephone number, and email address; and
Application information, such as your qualifications, skills, education, references, and other information that may be in your resume, cover letter, and materials you provide to us when applying for employment.
We collect your personal information to evaluate your job application and candidacy for employment, to check your eligibility to work in the country in which you have applied, for background checks, and to comply with employment and other laws. If you become employed by us, we will notify you of additional categories of personal information that we collect, receive, and maintain for business purposes.
Salary : $140,000 - $175,000
