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About the Role

As a Financial Planning Manager, Sales & Retention, you will serve as a trusted advisor to Sales and Retention leadership, focusing on sales and retention optimization, analytics, and marketing investment analysis. This high-impact role requires strategic thinking, focused execution, and the ability to manage multiple priorities in a dynamic environment. You will contribute to sales forecasting, pricing analysis, campaign tracking, and sales compensation analysis, shaping the company's growth through operational excellence.

Responsibilities

Collaborate on the design and evolution of sophisticated metrics, reports, analyses, and dynamic dashboards that provide actionable intelligence for critical business decisions.
Analyze lead conversion, win back campaigns, discounts, special incentives, and marketing campaigns.
Strategically partner with sales leaders to conceive and execute impactful initiatives focused on maximizing sales team efficiency, productivity, and overall effectiveness.
Contribute to the design of effective sales compensation plans that directly align with APAC revenue targets, and build analysis to review effectiveness of incentives.
Drive the adoption of system and process enhancements, playing a key role in building a scalable and efficient revenue engine for continued growth.

Requirements

7+ years of experience in Revenue Operations, Finance, or Sales Operations, ideally within high-growth B2B SaaS companies.
Strong analytical and problem-solving skills; ability to pull insights from data and model complex problems (spreadsheets, analysis tools, AI visualization).
Project management and cross-functional leadership skills to manage initiatives across organizational boundaries, despite tight deadlines and changing scope; comfortable with ambiguity.
Strong financial acumen and experience working cross-functionally with Finance to support planning, modeling, and reporting functions.
Proficiency with Salesforce and experience integrating data across tools to produce a unified view.
Executive-level communication and stakeholder management skills; able to influence across Sales, Retention, Finance, and the broader leadership team.
A proactive, ownership-driven mindset with a passion for building systems that scale and deliver results.
Candidates must participate in interviews without the assistance of AI tools or external prompts.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Skills

Salesforce
Data Integration
Financial Planning
Sales Operations
Revenue Operations
Analytics
Problem-Solving
Project Management
Cross-functional Leadership
Financial Acumen
Executive Communication
Stakeholder Management

Location

Work from Anywhere
Hybrid Working

Work Type

Work from Anywhere
Hybrid Working

Experience Level

7+ years of experience

Benefits

Flexible Working Arrangement
Learning and Development opportunities
Access to health and wellness programs
Parental leave benefits that exceed legislative requirements
The opportunity to work within a global organization with experienced leaders

About the Company

Wolters Kluwer is a global technology company that provides expert software and information solutions relied upon by professionals worldwide.
The company aims to empower professional customers with AI-powered solutions to make critical decisions, achieve successful outcomes, and increase productivity.
Nearly 70% of their digital revenues come from AI-powered solutions.
With a nearly 190-year legacy, Wolters Kluwer evolves its portfolio to meet changing professional needs.
Wolters Kluwer reported 2025 annual revenues of €6.1 billion, serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide.
The company cultivates a workplace culture rooted in mutual respect, diverse perspectives, and innovative thinking.

Equal Opportunity

Wolters Kluwer continuously strives for an inclusive company culture in which we attract, develop, and retain high-performing, productive, engaged, and diverse talent.
As a global company, having a diverse workforce from different backgrounds, nationalities, races, genders, gender identities, ages, sexual orientations, physical disabilities, religions, expertise, and talents is of the utmost importance.
We pride ourselves on our culture, which promotes inclusion, accessibility and flexible working arrangements.
We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion.
All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.