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Trace3

IT consulting and infrastructure integration

GTM Forecasting & Pipeline Governance Manager

Sales OperationsConfirmed live in the last 24 hours
Full-timeIrvine, CA, USAIn-person

About the Job

Requirements

  • A bachelor's degree in Business, Finance, Economics, Analytics, Information Systems, or a related field, or an equivalent combination of education and experience.
  • At least 5 years of experience in revenue operations, sales operations, forecasting, pipeline management, finance, business analytics, or a related analytical discipline.
  • Strong understanding of B2B sales forecasting and pipeline management, including opportunity stages, qualification methodologies, forecast categories, pipeline coverage, conversion rates, win rates, sales cycles, and forecast accuracy measurement.
  • Experience developing forecasting models, pipeline analyses, performance reporting, and business intelligence dashboards.
  • Strong analytical, financial modeling, and problem-solving skills, including the ability to evaluate trends, risks, opportunities, and performance drivers.
  • Advanced Microsoft Excel and Power BI skills; experience with CRM platforms such as Microsoft Dynamics 365 or Salesforce is preferred.
  • Experience working with large datasets, integrating information from multiple systems, and developing scalable reporting and analytical processes.
  • Ability to identify and investigate data quality issues, forecast variances, performance trends, and operational risks.
  • Experience creating dashboards, reports, and executive-ready analyses that support planning, forecasting, and business decision-making.
  • Ability to work effectively across Sales, Finance, Revenue Operations, GTM Operations, and business-unit leadership.
  • Written, verbal, and presentation skills to communicate complex analytical findings to technical and non-technical audiences.
  • Organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

  • Develop, document, and maintain opportunity stage definitions, stage-entry requirements, exit criteria, required fields, and governance standards across the opportunity lifecycle.
  • Support administration and continuous improvement of sales forecasting processes, methodologies, submission requirements, review cadences, and reporting standards.
  • Conduct recurring pipeline and forecast analyses to identify forecast risks, pipeline gaps, conversion trends, and business performance opportunities.
  • Monitor pipeline data quality, including close-date accuracy, opportunity aging, stage duration, data completeness, and forecast category alignment.
  • Develop and maintain forecasting models, assumptions, and analytical frameworks used to evaluate expected business performance.
  • Measure and report forecast accuracy, pipeline coverage, win rates, conversion rates, slippage, opportunity aging, and other key sales performance indicators.
  • Analyze opportunity-level and portfolio-level data to identify trends, risks, opportunities, and areas requiring management attention.
  • Partner with Sales, Revenue Operations, and Finance stakeholders to investigate forecast variances and support reforecasting activities when needed.
  • Maintain documentation for forecasting methodologies, metric definitions, reporting logic, governance standards, and business processes.
  • Collaborate with CRM, business intelligence, and systems teams to enhance reporting capabilities, automate processes, strengthen data quality, and improve forecast visibility.
  • Develop recurring dashboards, reports, and analyses that provide visibility into pipeline health, forecast performance, and key business trends.
  • Support change management, training, and adoption efforts related to forecasting processes, pipeline governance standards, and system enhancements.
  • Identify opportunities to improve forecast accuracy, reporting effectiveness, pipeline visibility, and operational efficiency through process improvements and analytical insights.
  • Prepare executive-ready reporting and presentations that communicate forecast performance, pipeline trends, business risks, and recommended actions.
  • Maintain documentation and controls supporting reporting accuracy, forecasting consistency, and audit readiness.

Desired Qualifications

  • Experience within a technology, value-added reseller (VAR), distribution, managed services, or similar multi-offering sales environment.

About the Company

Trace3

IT consulting and infrastructure integration

Trace3 is a technology consulting and integration partner that helps enterprises manage and optimize IT infrastructure. It focuses on IT security, hybrid cloud strategy, and product release planning, offering professional integration services such as staging, imaging, asset tagging, and global logistics to streamline asset monitoring and inventory control. The company earns revenue from service-based engagements, including managing complex data center projects, staged rollouts, and secure inventory management in Tier 1 facilities. Its team also shares knowledge through a weblog covering cloud computing, cybersecurity, and data management. Overall, Trace3 aims to help businesses navigate IT challenges and improve productivity and competitive advantage by fine-tuning technology infrastructure and asset management.

Company size
1,001-5,000
Company stage
Acquired
Total funding
Not listed
Headquarters
Irvine, CA
Founded
2002

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