6 Decision Making jobs in Austin

As the Strategic Planning & Performance Director (Revenue) , you will act as the strategic and executional right hand to the Chief Revenue Officer (CRO) , driving cross-functional alignment, operational efficiency, and performance visibility across all revenue-generating functions. Your mission is to ensure that the CROs vision is operationalized and executed effectively, bridging strategic intent with operational outcomes.

Key Responsibilities:

1. Strategic Execution & Planning

• Partner with the CRO in setting revenue goals, OKRs, and strategic initiatives.

• Coordinate and monitor execution of cross-functional revenue initiatives and projects.

• Prepare revenue dashboards, business reviews, and performance insights for leadership.

2. Revenue Process Optimization

• Align and optimize core processes across sales, marketing, and customer success in conjunction with RevOps organisation.

• Ensure systems (Salesforce, BI tools, forecasting tools) support scalability and visibility.

• Drive continuous improvement in pipeline management, forecast accuracy, and sales productivity.

3. Performance Management & Insights

• Establish and track KPIs to assess the health of revenue streams.

• Lead the cadence of operational meetings: pipeline reviews, forecast calls, and QBRs.

• Identify bottlenecks and work with teams to drive resolution.

4. Cross-Functional Enablement

• Facilitate strong collaboration between revenue teams and supporting functions (RevOps, Finance, HR, Product, Legal).

• Ensure seamless communication, accountability, and delivery on shared objectives.

• Act as a liaison to ensure CRO priorities are translated into departmental actions.

5. Special Projects & Change Management

• Lead or support high-impact projects (e.g., go-to-market transformations, incentive plan design, tool implementation).

• Support M&A integration activities, international expansion, or new product launches from a revenue lens.

Key Qualifications:

• Experienced to work on a strategic level in revenue operations, business operations and business transformation.

• Proven experience working alongside senior commercial leadership.

• Strong analytical skills with comfort in data-driven decision-making.

• Excellent communication, stakeholder management, and project leadership skills.

• Deep understanding of sales processes, SaaS metrics, and go-to-market motions.

• Experience with CRM (Salesforce), BI tools, and planning software is required.

• Able and willing to travel internationally.
  

US: Diversity Statement Equal Employment Opportunity

It is Lansweepers policy to provide equal employment opportunity to all applicants and employees. Lansweeper disapproves of, and will not tolerate, unlawful discrimination against any applicant or employee because of race, color, national origin or ancestry, gender (including pregnancy, childbirth, or related medical conditions), gender identity, age, religion, disability, family care status, veteran status, marital status, sexual orientation, or any other basis protected by local, state, or federal laws.

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At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Aetna is recruiting for a Senior Manager, Strategic Planning in a newly, created role that is responsible for driving distribution strategies, analytics, and sales effectiveness of our traditional Stop Loss products across Aetna and Meritain businesses. This person will collaborate and communicate across the underwriting, actuarial, sales, account management and marketing teams to execute strategies for organizational and business unit initiatives to achieve our growth objectives.
You'll make an impact by
+ Supporting key internal sales and external broker/consultant relationships.
+ Implementing processes for the organization's Sales Enablement area, and ensuring methods align with the overall business strategy.
+ Carrying out programs that support operational and financial business plans.
+ Monitoring and preparing reports on key performance indicators relative to plan.
+ Executing corrective action plans for business unit issues.
+ Communicating impacts of internal and external environmental influences.
Key Deliverables:
+ Increasing Stop Loss market competitiveness by administering solutions that leverage both internal and external channels with the goal of increasing membership, revenue, and earnings.
+ Facilitating Stop Loss growth by helping introduce improved cross-selling strategies across the full Commercial book of business and the enterprise.
+ Maintaining an understanding of the Stop Loss marketplace, legislative and competitor trends to help Aetna manage emerging risks and opportunities
+ Work with Executive Director Stop Loss to create a consistent, repeatable sales process that drives success across all segments and regions.
+ May deliver:
+ Product training and messaging to Sales;
+ Continuing education to brokers to keep them updated on evolving capabilities.
+ Monitor customer and broker/consultant feedback and translate to actionable steps to advance product capabilities.
+ Produce relevant information on progress against goals for key metrics with Sales and prepare information in support of broker partnerships.
+ Supporting CVS Health in attracting, retaining, and engaging a diverse and inclusive consumer-centric workforce that delivers on our purpose and reflects the communities in which we work, live, and serve.
Required Qualifications:
+ 7+ years work experience
+ Excellent communication and relationship building skills
+ Ability to compile and develop information to support leadership priorities
+ Must collaborate effectively with cross-functional teams.
+ Stop Loss Insurance a plus
Education:
+ Bachelor's degree in business, marketing or related field.
**Pay Range**
The typical pay range for this role is:
$67,900.00 - $199,144.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/29/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

**Description**
Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,?and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
146,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States?Cherry Bekaert will not provide?work?sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at? and follow us on LinkedIn,?Glassdoor,?Instagram, Twitter?and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

About Utility Profit

Utility Profit is reimagining the moving experience for renters and property managers. Our platform is the first-ever national database of utilities and telecom services, making it effortless for renters to discover service options specific to their home—and enabling property managers to unlock new revenue streams and reduce operational headaches.

We’re a profitable, product-led startup growing rapidly and focused on sustainable, capital-efficient growth. Our outsourced finance firm manages bookkeeping and accounting, while we look to bring in a strategic finance partner to lead planning and analysis as we scale.

We’re scaling fast and making serious waves in the real estate tech space. Founded by the team behind Favor (acquired by H-E-B), we’ve raised $15M+ from top-tier investors (the same ones behind SpaceX and PayPal).

About This Role

You’ll own financial planning and analysis at a fast-growing startup scaling quickly. You’ll work closely with the CEO and cross-functional teams—including sales, marketing, and product—to build and maintain financial models, track pacing, and ensure tight cost control.

This is a high-impact, hands-on role for someone who can independently manage forecasting, budgeting, and scenario planning in a lean, founder-led organization. You’ll be a key partner in helping the company deliver strong, predictable financial results every quarter.

What You’ll Do

• Own Financial Modeling: Build and maintain detailed models covering revenue, expenses, cash flow, and headcount.

• Lead Budgeting: Collaborate with department heads to create and manage quarterly budgets.

• Track Performance: Monitor budget vs. actuals and flag risks or opportunities early.

• Analyze Metrics: Deep dive into unit economics, gross margins, and key financial KPIs.

• Scenario Planning: Support growth and hiring decisions with dynamic “what-if” analyses.

• Coordinate Monthly Close: Work with our outsourced accounting team to ensure clean, accurate financial data.

• Drive Cost Discipline: Identify and help implement cost control measures across the company.

• Support Planning Cadence: Help prepare for quarterly business reviews and strategic planning sessions.

• Scale Finance Function: Provide input on how to evolve the finance org as we grow.

• 5+ years of experience in FP&A, strategic finance, or business operations, ideally at a high-growth startup.

• Proven ability to build and own financial models and forecasting processes.

• Experience working cross-functionally with sales, marketing, and product teams.

• Strong analytical skills and a hands-on, scrappy approach to problem-solving.

• Excellent communication skills, able to clearly explain financial concepts to non-finance stakeholders.

• Comfortable working independently in a flat, fast-paced environment.

• Located within the greater-Austin area, with the ability to work in the office 3 days a week.
  

Compensation

• Base Salary: $45,000 – $1 0,000, depending on experience & confidence in impact.