Senior FP&A Analyst - Sales & Marketing

Kore.ai is a globally recognized leader in the conversational and generative AI space helping enterprises deliver extraordinary experiences for their customers, employees, and contact center agents. Kore.ais goal is to empower businesses with effective, simple and responsible AI solutions that create engaging interactions. sectors serving over 100M of consumers and 500,000+ employees worldwide. With billions of interactions automated using our AI-powered technology, we have been able to save over $500M for these companies.

Kore.ai is one of the fastest growing AI companies globally. We are recognized as a leader by the leading technology and industry analysts like Gartner, Forrester, IDC, ISG, Everest, and others.

Founded in 2014 by serial successful entrepreneur, Raj Koneru, Kore.ai supports customers globally across offices in Orlando, Hyderabad, New York, London, Germany, Dubai Frankfurt, Tokyo and Seoul.

Were reshaping the way companies harness the power of AI, simplifying and enhancing accessibility. Work alongside some of the brightest minds in the industry to pioneer safe, reliable solutions. Join the Kore.ai team and help companies of all sizes simplify the adoption of advanced AI solutions responsibly.

Senior FP&A – Sales & Marketing

• Location: Hyderabad
• Role Summary
• Kore.ai is seeking a highly analytical and strategic FP&A AM to support the Sales & Marketing
• organization. This role will serve as a finance business partner to Revenue and Marketing leadership,
• helping drive planning, forecasting, performance analysis, resource allocation, and executive decision
• support across the go-to-market organization.
• This individual will play a critical role in improving visibility into bookings, pipeline, sales productivity,
• marketing investment returns, and overall go-to-market efficiency. The ideal candidate combines strong
• financial planning and modeling capabilities with an understanding of SaaS revenue dynamics, sales
• funnel metrics, and marketing performance drivers.

Key Responsibilities

Business Partnership

• Act as the primary FP&A partner to Sales, Marketing, Revenue Operations, and other go-to-

market leaders.

• Provide financial insight and decision support on topline growth, GTM investments, headcount,

programs, territories, and productivity.

• Partner with business leaders to evaluate strategic initiatives, identify risks and opportunities, and

improve return on investment across Sales & Marketing spend.

Forecasting and Planning

• • Lead monthly, quarterly, and annual planning processes for Sales & Marketing, including

  budgets, forecasts, headcount plans, commission-related planning inputs, and operating expense

• management.

• Support revenue forecasting by partnering with Sales leadership and Revenue Operations to

assess pipeline health, bookings outlook, conversion trends, and key assumptions.

• Develop driver-based models for sales productivity, pipeline generation, capacity planning,

customer acquisition, and marketing performance.

• Support long-range planning for go-to-market investments and growth scenarios.
  Performance Analysis
• • Track and analyze key business metrics such as bookings, pipeline growth, win rates, quota

  attainment, sales productivity, customer acquisition cost, funnel conversion, program ROI, and

• marketing-sourced contribution.

• Deliver actionable insights on business performance, including variance analysis against budget,

forecast, and prior periods.

• Monitor spend effectiveness across demand generation, events, digital programs, brand, partner

marketing, and field marketing.

• Evaluate performance of Sales & Marketing investments and recommend actions to improve

efficiency and scalability.

Executive and Board Reporting

• Prepare monthly and quarterly executive reporting packages on Sales & Marketing performance.
• Support Board materials, quarterly business reviews, and senior leadership presentations with

clear financial narratives and KPI-driven insights.

• Build standardized reporting frameworks and dashboards that improve visibility into go-to-market

health and investment returns.

Process Improvement and Cross-Functional Collaboration

• Partner with Revenue Operations, Accounting, HR, and business leaders to improve planning

processes, reporting consistency, and data quality.

• Help standardize key sales and marketing metrics, definitions, and management reporting.
• Support the design and refinement of planning processes related to segmentation, territory

planning, headcount productivity, renewals, upsell motions, and resource allocation.

• Drive continuous improvement in financial systems, reporting models, and planning tools to

support a scaling organization.

Qualifications

• Qualified CA(ICAI).
• 3+ years of progressive experience in FP&A, strategic finance, or related finance business

partnering roles.

• Experience supporting Sales, Marketing, or go-to-market functions in a SaaS, enterprise

• Strong understanding of SaaS business models, revenue forecasting, operating metrics, and sales

funnel dynamics.

• Advanced financial modeling, budgeting, forecasting, and analytical skills.
• Experience preparing executive-level and Board-ready presentations.
• Strong communication skills, with the ability to translate financial data into actionable business

insights.

• Proven ability to work cross-functionally in a fast-paced, high-growth environment.
• High attention to detail, strong business judgment, and the ability to manage multiple priorities

with urgency.

Preferred Skills

• Experience with planning and reporting tools such as Datarails, Adaptive, Anaplan, Pigment,

Netsuite, or similar systems.

• Strong Excel and PowerPoint skills.
• Familiarity with CRM and go-to-market systems such as Salesforce and related reporting tools.
• Experience supporting commission planning, sales capacity modeling, or marketing ROI analysis.
• Comfort working with large data sets and building KPI dashboards.

In This Role, Success Means

• improving forecast accuracy and visibility into revenue drivers,
• enabling better Sales & Marketing investment decisions,
• strengthening management reporting and KPI discipline,
• and providing leadership with timely, clear insights that support efficient growth.