United States onlyUS Based Salary Range: $95,000 - $120,000 DOE
About Us
Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com.
About the Role
Key Responsibilities
Sales Forecasting & Planning
Own end-to-end bookings forecasting processes, including weekly, monthly, and quarterly forecasting cycles. Partner with Sales leadership to validate commit, upside, and risk, ensuring forecast accuracy and predictability. Maintain back-testing models and continuously improve forecasting methodology.
Quota & Coverage Modeling
Lead quota allocation modeling, coverage ratio analysis, and capacity planning. Support annual and mid-year quota cycles with data-backed recommendations. Build scenario models that inform AOP planning and compensation design.
Bookings Validation & Data Integrity
Own bookings validation and reconciliation processes across CRM, CPQ, and Finance systems. Ensure accurate classification of new logo, renewal, and expansion bookings. Maintain controls that ensure attainment calculations and reporting outputs are reliable and audit-ready.
Revenue Operations Analytics
Support pipeline health analysis, attainment tracking, and plan-to-actual variance reporting. Identify structural drivers of over- and under-performance and provide data-backed recommendations to Commercial leadership.
Data Reporting and Visualization
Create clear, consumable dashboards and reports in Amazon Quicksight and Excel that deliver actionable insights to stakeholders across Sales, Finance, and RevOps. Develop reporting that simplifies complexity and supports confident decision-making.
Data Source Management
Work closely with Sales Operations, Enterprise Applications, and Finance teams to ensure integrity and alignment across commercial data systems.
- Assist in managing multiple data sources and ensure proper integration and synchronization
- Work with both structured and unstructured data while maintaining consistency and integrity
- Utilize Git for tracking changes in forecasting models, scripts, or configuration files
- Coordinate with data engineers or technical teams to ensure version control across databases, APIs, and reporting inputs
Execution of Cross-Functional Initiatives
Partner with cross-functional teams to implement improvements to forecasting processes, quota design, and planning rigor. Lead structured project sprints when necessary and measure impact of implemented optimizations.
Strategic Recommendations
Identify inefficiencies in sales planning processes, pipeline governance, and quota allocation. Develop data-driven recommendations that improve predictability, accountability, and performance.
Communication of Insights
Present structured, executive-ready summaries of forecast performance, quota design, and sales plan outcomes to Commercial and Finance leadership.
Requirements – Need to Haves
End-to-End Data Analysis
Extensive experience analyzing raw sales and bookings data, building forecasting and planning models, and translating insights into actionable recommendations.
Data Storytelling
Ability to clearly communicate forecast assumptions, risks, and planning insights in a compelling and structured way. Experience presenting findings to senior leadership required; experience presenting to executive teams or investors a plus.
Technical Skills
- Fluency in Python and/or SQL (both preferred)
- Advanced Excel skills (modeling, scenario analysis, complex formulas)
- Experience with Salesforce and sales pipeline mechanics
- Experience with data visualization tools (PowerPoint required; Tableau, Power BI, or similar preferred)
- Experience with Amazon Quicksight a plus
Systems & Version Control
- Experience working across CRM, CPQ, Finance, and reporting systems
- Familiarity with Git for managing scripts or model revisions
- Ability to ensure data consistency across multiple systems and inputs
Collaboration & Adaptability
Ability to build strong working relationships across Sales, Finance, and RevOps while operating in a fast-paced and evolving environment.
Curiosity
Demonstrated ability to ask thoughtful questions about forecast assumptions, pipeline drivers, and quota structures. Strong analytical mindset with a desire to understand root causes.
Organization
Comfortable managing multiple planning cycles, deadlines, and stakeholder requests simultaneously with strong attention to detail.
Qualifications – Nice to Haves
- 4+ years of experience in sales operations, revenue analytics, business strategy, or related fields
- AI experience – familiarity with AI-driven forecasting tools or automation workflows
- Strong understanding of B2B sales processes and commercial success metrics
- Experience in a SaaS environment
At Bonterra, we’re building AI-powered tools to solve real human challenges—and we want teammates who share that enthusiasm. We value people who will champion AI and bring diverse perspectives from different industries, backgrounds, and cultures. Together, we create AI that breaks down barriers, empowers communities, and delivers better outcomes.
At this time, we are unable to consider candidates who require current or future sponsorship for employment authorization.
Our Culture
At Bonterra, we’re innovating with a higher purpose: to increase giving to 3% of US GDP by 2033, creating $573 billion more in global impact every year. At Bonterra, we foster an inclusive, equitable culture where every team member belongs and contributes to meaningful impact. Read more about our values and culture here.
Compensation & Benefits
We offer a comprehensive benefits package that supports your health, well-being and growth - explore full details here.
Compensation and benefits for this role apply to full-time employees in the United States and may vary based on local standards, laws and norms. Pay is determined by location, skills, experience, and education, and is one part of Bonterra’s total rewards package, which may also include bonuses, incentives, equity, and a comprehensive benefits program.
Equal Opportunity & Accommodations
At Bonterra, we are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We provide equal employment opportunities without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, or any other characteristic protected by law.
If you require a reasonable accommodation during the application process, please submit a request.
