Senior FP&A Analyst - Sales & Marketing

Kore.ai is a pioneering force in enterprise AI transformation, empowering organizations through our comprehensive agentic AI platform. With innovative offerings across AI for Service, AI for Work, and AI for Process, were enabling over 400+ Global 2000 companies to fundamentally reimagine their operations, customer experiences and employee productivity.

Our end-to-end platform enables enterprises to build, deploy, manage, monitor, and continuously improve agentic applications at scale. Weve automated over 1 billion interactions every year with voice and digital AI in customer service, and transformed employee experiences for tens of thousands of employees through productivity and AI-driven workflow automation.

Recognized as a leader by Gartner, Forrester, IDC, ISG, and Everest, Kore.ai has secured Series D funding of $150M, including strategic investment from NVIDIA to drive Enterprise AI innovation. Founded in 2014 and headquartered in Florida, we maintain a global presence with offices in India, UK, Germany, Korea, and Japan.

You can find full press coverage at https://kore.com/press/

Asst. Manager 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.

• 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.

• 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.

• 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.

• 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.

• Bachelors degree in Finance, Accounting, Economics, Business, or related field; MBA or CPA preferred.
• 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 software, or technology company strongly preferred.
• 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.

• 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.