Specialty Sales Operations Planner
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 4+ years
- Required Skills
- Microsoft Power BISalesforceTableauMicrosoft ExcelLooker
Requirements
- Bachelor’s degree
- 4+ years of experience in sales operations, sales planning, or CRM-driven business support
- Hands-on experience with Salesforce.com administration
- Experience with Anaplan
- Strong proficiency in Excel
- Experience using BI tools such as Tableau, Power BI, or Looker preferred
- Solid understanding of forecasting, territory planning, and sales lifecycle processes
- Strong analytical and problem-solving skills
- Excellent communication skills
- Highly organized, detail-oriented, and able to manage multiple priorities
Responsibilities
- Partner with sales leadership to support territory planning, quota setting, and capacity modeling, ensuring accurate and achievable targets.
- Contribute to annual and quarterly sales planning cycles, including forecasting, budgeting, and performance tracking.
- Manage and optimize CRM systems, primarily Salesforce, ensuring data accuracy, reporting reliability, and effective system usage.
- Develop dashboards, reports, and analyses that provide visibility into sales performance, pipeline health, and operational trends.
- Collaborate cross-functionally with Finance, Marketing, Supply Chain, and Operations to align assumptions and business plans.
- Support quoting, pricing, and order lifecycle processes, acting as a liaison between sales and operational teams.
- Identify and drive process improvements across sales operations workflows to increase efficiency and scalability.
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