Wati is the world's leading WhatsApp-first conversational growth platform, empowering businesses to build deeper customer relationships and accelerate revenue growth.
Trusted and loved by over 14,000 customers across 100+ countries, Wati has established itself as the premier choice for businesses leveraging WhatsApp and other messaging channels to connect with customers on their platform of choice.
In a world where real-time interactions drive growth, Wati's story is all about business growth through conversations. At Wati, we believe that every conversation matters, whether it's engaging a first-time prospect, nurturing a qualified lead, or deepening relationships with loyal clients. We transform these conversations into opportunities for building relationships, and strong relationships lead to increased revenue.
Overview
- Wati is looking for a hands-on AOP Planning Consultant to lead and execute our Annual Operating Plan (AOP) cycle and establish a clear operating rhythm across GTM teams (Marketing, Sales, Customer Success, Partnerships).
Engagement Details
- Duration: 3 months
- Start: January (First week of Jan)
- Time commitment: 9 hours per day, 5 days per week (Monday to Friday)
- Mode: Remote (India preferred)
Key Focus Areas
AOP Ownership (End to End)
- Lead development of the Annual Operating Plan (AOP) and supporting quarterly and bridge plans.
- Run the full planning cycle including data gathering, modeling, alignment, leadership reviews, and final plan packaging.
- Produce decision-ready outputs with clear assumptions, gaps, tradeoffs, and recommendations.
Cross-functional Target and Capacity Alignment
- Align targets, resource capacity, and performance expectations across GTM functions.
- Facilitate working sessions to lock goals and key metrics, pipeline and revenue assumptions, headcount capacity and productivity benchmarks, prioritization, and dependencies.
Planning Frameworks, Templates, and Operating Cadence
- Create or refine planning artifacts such as AOP templates, input sheets, planning calendar, decision log, and review checkpoints.
- Establish a repeatable planning cadence and documentation to enable smooth continuity.
Deliverables (Expected Outputs)
- A completed AOP deck and underlying model, including assumptions and scenario options.
- Functional and regional sub-plans for Sales, Marketing, Customer Success, and Partnerships with clear targets and capacity logic.
- A consolidated GTM plan narrative including priorities, key bets, dependencies, and risks.
- A planning toolkit including templates, timelines, governance, and documentation for future cycles.
Requirements
Must-have Experience and Skillset (Non-negotiable)
- You have personally led or run an AOP (annual planning cycle) for a B2B or B2B SaaS company (not just participated).
- Strong stakeholder management with the ability to drive alignment across functions and push toward closure.
- Advanced Excel or Google Sheets skills, comfortable building planning models from scratch.
- Ability to translate ambiguous inputs into a crisp plan with strong structure and clarity.
- Excellent communication skills with experience running working sessions, documenting decisions, and creating executive-ready outputs.
Nice-to-have
- Background in RevOps, Revenue Strategy, Strategy Consulting, or Founder’s Office within high-growth SaaS.
- Familiarity with planning and operating cadences such as AOP, QBR, MBR, and forecasting rhythms (even if forecasting is not the focus).
How to Apply / What to Share
- One to two examples of AOPs you led, including industry, scope, and ownership.
- Planning assets you have built such as templates, capacity models, and GTM planning decks.
