Revenue Planning & Intelligence

Act as the functional owner of how project and billing data is configured and maintained in ServiceNow, ensuring billing rules, data fields, and revenue calculations stay accurate and audit-ready.

Track how effectively services work attaches to broader product relationships, and benchmark the practice's performance against external industry standards to maintain competitiveness.

Support governance and process consistency around capitalizable-work tracking, in partnership with project teams.

Build relationships with client and delivery stakeholders to inform planning and forecasting.

Partner with Sales and other cross-functional teams to translate data into decisions that leadership can act on.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Required Qualifications/ Skills:

Bachelor's degree in Business, Analytics, Finance, Accounting, Economics, or a related field, or equivalent experience.

5–8 years of experience in business/data analytics, revenue operations, or planning & analysis, ideally within a technology or services-oriented business.

Advanced Excel skills (e.g., pivot tables, complex formulas) and experience with BI/reporting tools such as Power BI.

Working knowledge of revenue and margin concepts sufficient to support profitability analysis.

Experience building or maintaining revenue forecasts in a subscription, project, or services-based business.

Hands-on experience with ServiceNow or a similar PPM/ITSM platform, including how project, task, and billing data flows through the system.

Demonstrated experience with project/portfolio management practices and the technology delivery lifecycle (waterfall and/or agile).

Demonstrated understanding of revenue accounting treatment and software capitalization concepts as applied in a technology or services business.

Preferred Qualifications/ Skills:

Experience working with CRM data (e.g., Salesforce).

SaaS or technology-services industry experience.

Experience using AI tools (e.g., Microsoft Copilot, Claude) to streamline reporting and forecasting work; willingness to build fluency quickly is a plus even without prior experience.

Competencies:

Strong data literacy — able to work confidently with data structures and schemas without needing to be a database administrator.

Ability to build collaborative, engaged relationships across Delivery, Sales, Finance, and client-facing teams.

Ability to translate complex financial and operational data into clear, decision-ready communication for senior leadership.

Ability to handle multiple priorities and ambiguous, evolving scope without direct supervision.

Travel required:

Approximately 5% — primarily for quarterly or bi-quarterly team offsites, typically held in the Atlanta (ATL) area.

Affirmative Action/EEO statement:

defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.