Senior Manager - OTC Insights & Strategy

Finance (FN)


Senior Manager - OTC Insights & Strategy

  • R10390
  • Remote, United States
  • Finance (FN)
  • Full time

Work Styles at Zoom

In most cases, you will have the opportunity to choose your preferred working location from the following options when you join Zoom: in-person, hybrid or remote. Visit this page for more information about Zoom's Workstyles.

About Us

Zoomies help people stay connected so they can get more done together. We set out to build the best video product for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinar.

We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

About the Role

Zoom is looking for a Senior Manager – OTC Insights to help Zoom scale its operations through data-driven insights and recommendations. You are someone that loves being at the crossroads of finance, data science, and operations. In this role, you will be responsible for leading a team focused on building and analyzing revenue, pricing, and contractual datasets to drive insights and recommendations around deal strategy.

Additionally, you will also be responsible for analyzing operational metrics to drive insights around how to minimize friction in the sales cycle and increase efficiency. You will collaborate on a wide range of complex issues with cross-functional stakeholders and influence the direction of the Order-to-Cash (OTC) strategy at Zoom.

The right candidate is highly analytical, has a bias for action, and has prior experience working with big data tools, developing dashboards, and distilling insights for management.


  • Responsible for leading a team that analyzes transactional data, builds models, tests and validates business hypotheses, and provide recommendations on changes to pricing, discounting, and other sales practices.

  • Partner with OTC teams (Deals Desk, Order Management, Revenue, Accounts Receivable), Systems, Product, and other stakeholders to define, understand, and test levers to develop strategies to drive efficiency and scale operations.

  • Manage, mentor, and foster synergy within the team and think of creative ways to challenge and up-level team members.

  • Work on issues that impact selling success and corporate interests by providing insights to improve and enhance existing processes

  • Create data visualization dashboards in Tableau to monitor sales patterns and KPIs around process quality and efficiency

  • Advise on the design and implementation of new finance systems and workflows or changes to existing ones

  • Evaluate the impact of new go-to market initiatives on quote-to-cash activities, revenue accounting, and financial reporting



  • 10+ years in Strategy Consulting, Business Intelligence, Data Analytics, Finance, or similar roles

  • BS/BA degree in Computer Science, Business/Finance/Economics, or related areas, with CPA, CFA, MBA preferred.

  • Experience with SQL, scripting languages (e.g. Python), and visualization tools (e.g. Tableau) required

  • Experience in building data models and applying machine learning preferred

  • Excellent communication skills

We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines. 

We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. If you need any assistance or accommodations due to a medical condition, or if you need assistance accessing our website or completing the application process, please let us know by emailing us at

Zoom requires all U.S. employees who will work in person at a Zoom office, attend in-person Zoom meetings or have in-person customer meetings to be fully vaccinated.  Zoom will consider requests for reasonable accommodations for religious or medical reasons as required under applicable law.

At Zoom, we care about our employees, their families, and their well-being. As part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. To view our benefits, click here.

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Fraudulent Employment Offers

Zoom is aware of scams that involve fake Zoom job listings posted on third-party sites. Responding applicants are contacted primarily over email, InMail and/or chat applications by people impersonating Zoom employees. Eventually a fake offer letter is sent in exchange for personal identification information as part of a fake new-hire screening process.

Please be advised that these offers, communications and impersonations are illegitimate and fraudulent. All communication with Zoom employees come from a “” email address. Zoom job applicants complete an interview process including in-person (on Zoom) meetings and phone calls. Our process also requires you to create an account with our applicant tracking system, Workday.

Zoom will never ask for your personally identifying information during the interview process or ask you to pay money or purchase equipment. If you have received a message from Zoom that appears suspicious, please contact 


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