Financial and Operational Planning @ Qualtrics

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 6,000 people across the globe who think that’s work worth doing.

Financial and Operational Planning (FOP) Manager, Transformation Office

Why We Have This Role

The Financial and Operational Planning (FOP) Manager will focus on ensuring the transformation program is designed and executed in a way that maximizes the associated financial benefits. The primary responsibility will be to identify the highest levers to drive financial impact (unblocking ACV, minimizing cost) across the Lead-to-Cash value stream. The FOP Manager will be a core member of the centralized Transformation Office, contributing to the sizing and prioritization of initiatives to drive the desired outcomes.

How You’ll Find Success

Creates strong internal partnerships and trust across all levels of Qualtrics
Understands the key financial and operational drivers of Lead to Cash value stream
Clearly Quantifies and communicates financial and operational measures and objectives to key stakeholders
Establishes a financial and operational programme tracker to report on realized benefits to the Steering Committee and wider organization

How You’ll Grow

Continuous exposure to C-suite interactions and decision-making
Ability to develop knowledge and expertise across many functions of the organization
Opportunity to influence decision-making at the highest level of the organization on the most strategic initiatives that will underpin the success of Qualtrics

Things You’ll Do

Analyze and identify key value drivers that contribute to Sales Reps efficiencies
Assess financial implication of each initiative (cost, potential ACV impact, etc.)
Help budget and resource transformation initiatives
Track, monitor and report on financial performance of lead to cash redesign
Drive alignment between strategic financial goals and program operational metrics

What We’re Looking For On Your Resume

Advanced financial and operational analytical skills
Good understanding of lead to cash process
Ability to develop business cases
Ability to set up a reporting mechanism to track program benefits
Ability in driving prioritization and trade-off scenarios and conversations with various stakeholders

What You Should Know About This Team

Problem solvers who can think strategically as well as execute
High-performing individuals across different functions
Focused on getting the right answer as quickly as possible; bias for action and frequent, productive debates
Unified focus on the overall success of the transformation efforts; team members lean in with their strengths and roll up their sleeves, regardless of their job description
Highly-trusted team by C-suite

Our Team’s Favorite Perks and Benefits

Work/life balance high priority
Flexible working mode to fit with personal commitments and context

The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life.

Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act

Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.

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