At a Glance
- Tasks: Support revenue planning and performance management in a fast-paced fintech environment.
- Company: Join Soldo, a leading fintech revolutionising business spending across Europe.
- Benefits: Enjoy competitive salary, private healthcare, flexible working, and generous time off.
- Other info: Dynamic team culture with genuine career development opportunities.
- Why this job: Make a real impact on revenue operations while developing your analytical skills.
- Qualifications: Experience in SaaS or fintech with strong analytical and commercial judgement.
The predicted salary is between 50000 - 60000 £ per year.
Soldo is here to change the way businesses spend, for the better. So every employee, department, and team is more productive and successful at work. Soldo connects company cards with a powerful management platform so finance teams can distribute money instantly, while staying in control of who spends, how much, where, and on what. With Soldo, budgeting, payments, reporting and reconciliation are simple and efficient. We’re both a financial services and a software company and one of Europe’s fastest growing fintech companies. Operating in the UK, Italy and Ireland, we’re over 350 employees (from 26 nationalities) strong. We’re a place where anyone can thrive. We’re all about doing the right things for the right reasons, high standards, ambition, drive and focus.
What’s in it for you:
- Competitive salary
- Private healthcare for you and your family
- Pension scheme
- Flexible working options including working from home or our Marylebone office
- 60 days’ work anywhere, even outside the UK if you want
- 25 days off a year, plus public holidays as well as Christmas Eve and New Year’s Eve, 2 volunteering days and an extra day off on your birthday
- Genuine career development opportunities, including our mentoring scheme, your own annual £500 learning budget
- Employee Assistance Programme and wellbeing portal
The role:
The RevOps Planning Analyst plays a key role within Soldo’s Revenue Operations team, supporting the planning frameworks, operating cadence, and performance management processes that underpin our go-to-market organisation. Working closely with Revenue Operations, Sales Leadership, Finance, GTM Business Operations, and Business Intelligence, you will help translate company revenue ambitions into clear operating plans, capacity assumptions, quota frameworks, pipeline generation targets, and performance management routines. This is a commercially focused analytical role for someone who combines strong modelling skills with a practical understanding of how sales organisations operate. You will support annual and quarterly GTM planning, helping define the assumptions that sit behind revenue targets, headcount plans, sales coverage, territory design, segmentation, and productivity expectations.
Key responsibilities:
- Support the annual and quarterly GTM planning process, working with RevOps, Sales Leadership, Finance, and GTM stakeholders.
- Support the development and maintenance of quota-setting frameworks across sales teams, segments, and roles.
- Support territory and segmentation planning, ensuring coverage models are aligned with market opportunity, customer potential, and sales capacity.
- Define pipeline generation targets by segment, team, channel, and role, based on revenue targets and funnel conversion assumptions.
- Support the revenue operating cadence, including QBRs, forecast governance, monthly business reviews, and performance reviews.
Must have:
- Experience working in SaaS, fintech, B2B technology, or a scaling go-to-market organisation.
- Experience in Revenue Operations, GTM Planning, Sales Strategy, or a similar analytical commercial role.
- Experience supporting annual planning, quarterly planning, capacity planning, quota setting, territory planning, or sales productivity analysis.
- Good understanding of B2B sales motions, funnel metrics, pipeline generation, sales capacity, quota attainment, and productivity drivers.
- Ability to translate business targets into operational assumptions, models, and planning outputs.
- Strong commercial judgment, with the ability to identify risks, challenge assumptions, and explain trade-offs clearly.
- Comfortable preparing materials for senior leadership forums, including QBRs, forecast reviews, and performance reviews.
- Experience with BI tools such as Tableau, Looker, Power BI, SQL is advantageous.
RevOps Planning Analyst in City of London employer: Soldo
At Soldo, we pride ourselves on being a dynamic and inclusive employer that champions employee growth and well-being. With competitive salaries, comprehensive benefits including private healthcare and a generous learning budget, we foster a culture of ambition and collaboration in our vibrant Marylebone office. Our commitment to flexible working options and genuine career development opportunities ensures that every team member can thrive while contributing to our mission of transforming business spending.
StudySmarter Expert Advice🤫
We think this is how you could land RevOps Planning Analyst in City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Soldo. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace RevOps Planning Analyst in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Soldo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Soldo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Soldo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Soldo.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Soldo will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Soldo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
