Annual Operating Plan Planning Consultant

Title: AOP Planning Consultant

Location: Remote India, Singapore, Indonesia

Type: Contract

Workplace: Fully remote

Job Description:

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.