Strategy & Planning Manager
UpClear
Strategy & Planning Manager
UpClear
Revenue management software for consumer brands
UpClear · New York, United States · Full-time · Posted 2026-11-05
Workplace: on_site
Department: Ops, HR & Finance
UpClear makes a SaaS revenue management software that is used by some of the most recognizable consumer goods brands in the world. Our system supports Trade Promotion Management, Trade Promotion Optimization, Integrated Business Planning and Revenue Management.
We serve more than 80 brands in over 20 countries. Our growth is substantial and consistent; we have been on the Inc 5000 list of fastest growing private companies for nine years.
UpClear's global headquarters is in New York City and we have international offices in London, Paris, and Singapore.
Please note:
We are not able to provide sponsorship for employment authorization at this time.
This role requires on site collaboration. You must be able to commute 4 days a week to our West 22nd Street office in New York.
ABOUT THE ROLE
The Strategy & Planning Manager is a corporate role reporting to the CEO, as the company embarks in new phase of growth and development. You will turn this ambition into a plan the company can run by owning the annual operating plan and forecasts, business cases for new initiatives, sales performance insights, and the analysis leadership needs to make decisions. You will be a structured, reliable partner to the CEO and the leadership team.
WHAT YOU’LL DO
Business planning and forecasting
Lead the annual operating plan and budgeting process, coordinating inputs from Product, Solutions, Sales and Tech.
Own the monthly and quarterly forecasts of revenue, ARR and key operating metrics, and run reforecasts as the business evolves.
Analyze variances against plan, explain the drivers and recommend corrective actions.
Build and maintain the 3-year strategic model across functions, verticals (Compass, TPM, Bridge) and growth levers (tier two, new products, geography).
Strategy and business cases
Build business cases and investment recommendations for new products, markets and initiatives, starting with the Deductions rollout and growth in France and Europe.
Conduct market, competitive and pricing analyses to inform strategic decisions.
Support corporate development priorities, including strategic transactions, partnerships, investments and other opportunities that accelerate UpClear's growth.
Lead high-priority strategic and cross-functional initiatives for the CEO from definition through execution, bringing structure and momentum to complex or ambiguous problems.
Cross-functional leadership
Drive alignment across senior stakeholders and cross-functional teams, identifying dependencies, resolving blockers and ensuring critical decisions and actions move forward.
Constructively challenge assumptions, identify gaps and recommend actions while maintaining strong relationships with senior stakeholders.
Executive decision support
Develop high-quality strategic analysis and materials for leadership meetings, quarterly business reviews and the board, synthesizing complex information and surfacing key trade-offs so senior leadership can make informed decisions.
Set the planning calendar and run the business review cadence with department heads.
Respond to ad hoc analysis requests from the executive team.
Helpful experience
WHY UPCLEAR?
UpClear employees have access to a range of competitive benefits, including
Various Health Care Plans you can choose from to best fits your needs (Medical, Dental & Vision)
The salary range listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary several factors may be considered as applicable including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority.
Powered by Workable
UpClear provides a Blue Revenue Management platform that helps consumer goods brands maximize revenue performance and trade investment returns. It offers a centralized, collaborative software system that serves end-to-end processes—from Annual Operating Planning to Account Planning and Execution—acting as a single source of truth, with automated tasks and actionable insights. The platform is used by brands globally and supported by teams in New York, London, Paris, and Singapore. What makes UpClear different is its focus on end-to-end revenue management for consumer goods, combining a central data repository, automated workflows, and cross-market collaboration to turn data into executable plans. The company’s goal is to help brands improve revenue results and optimize trade spend across their portfolios.
Explore more opportunities at UpClear