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About the Role

As the Director of Strategy & Planning, you will report to the Senior Director of Content Operations Strategy & Enablement (COSE) and lead the Strategy & Planning team (Senior Manager + Associate). You will manage the operational strategy and planning for our Expert Call Services, Generated Content, and Compliance Operations teams. You will also collaborate with our GTM teams on annual planning related to our call services business. You will own the Expert Insights Operating Model, build and maintain capacity models, support data-driven decision-making, and run key planning cycles. You will be a strategic partner to Operations Leadership, ensuring clear communication, alignment, and cross-functional execution across Operations, GTM, Enablement, Ops Systems, Product, and Finance. This role is instrumental in driving productivity, efficiency, scalability, and continuous improvement across a growing, customer-facing organization. The ideal candidate is analytical, self-driven, collaborative, and highly strategic.

Responsibilities

Maintain and build the annual plan, including departmental output goals, operational targets, and staffing levels.
Own quarterly forecasting and goaling processes.
Monitor capacity and utilization to determine staffing needs and optimize resourcing.
Lead go-to-market planning with Revenue Operations and FP&A.
Ensure teams operate at target staffing levels through capacity monitoring and strategic course correction.
Own the account segmentation framework.
Lead account balancing and territory planning initiatives.
Support goal-setting across all roles and teams.
Evaluate and calibrate KPIs to drive desired business outcomes.
Design and administer role-based incentive plans.
Establish and maintain OKRs with department leaders.
Build and maintain departmental reporting suite to understand performance and identify root causes of under/overperformance.

Requirements

7+ years of experience in consulting, corporate strategy, FP&A, revenue operations, strategic finance, or high-growth startups.
2+ years managing teams, including building and maintaining team roadmaps.
Advanced Excel proficiency.
Advanced SQL proficiency.
Experience with BI tools (Tableau, Looker, PBI).
Strong ability to model capacity, forecast performance, and quantify impact.
Quick, adaptive learner with strong operational acumen and a bias for action.
Apply design thinking, structured problem-solving, and data-driven frameworks to create scalable systems and processes.
Proven ability to lead complex, cross-functional initiatives and manage multiple priorities.
Experience in process design and documentation best practices.
Lean Six Sigma familiarity a plus.
Skilled at simplifying complexity, driving clarity, and aligning teams through change.
Strong communicator who influences at all levels and delivers executive-ready insights.
People-focused leader who develops talent, builds high-performing teams, and leads through others.
Balance strategic thinking with hands-on execution and operational excellence.
Curious, articulate, and adaptable; thrives in fast-paced, ambiguous environments.

Skills

Operational acumen
Design thinking
Structured problem-solving
Data-driven frameworks
Process design
Documentation best practices
Lean Six Sigma
Complexity simplification
Clarity driving
Team alignment
Influencing
Executive insight delivery
Talent development
High-performing team building
Strategic thinking
Hands-on execution
Operational excellence
Adaptability

Experience Level

7+ years of experience
2+ years managing teams

Salary/Compensations

$195,600 - $270,000 (Total Cash Compensation)
$163,000 - $225,000 (Base Salary)
20% Bonus

About the Company

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making.
AlphaSense delivers insights from trusted content using market intelligence and AI-built search.
Our content universe includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research.
The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals with AI-driven market intelligence.
AlphaSense and Tegus will accelerate growth, innovation, and content expansion with complementary product and content capabilities.
Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500.
Founded in 2011, AlphaSense is headquartered in New York City with over 2,000 employees globally.
Offices are located in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.
AlphaSense’s Content Operations Strategy and Enablement (COSE) team establishes strategy and infrastructure for sustainable, scalable growth in Expert Calls and Compliance Operations.
The COSE team collaborates with client-facing and cross-functional teams to drive impact across AlphaSense’s Expert Insights organization.
COSE team pillars include Enablement, Systems Strategy, Strategy & Planning, Compliance Programs, and Business Operations & Strategy.

Equal Opportunity

AlphaSense is an equal-opportunity employer committed to a work environment that supports, inspires, and respects all individuals.
All employees share responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity.
AlphaSense does not discriminate against any employee or applicant based on race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor.
This policy applies to every aspect of employment, including recruitment, hiring, training, advancement, and termination.
AlphaSense provides reasonable accommodation to qualified employees with protected disabilities as required by applicable laws, regulations, and ordinances.