Specialty Sales Operations Planner
Based in the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 4+ years of experience
- Required Skills
- Microsoft Power BITableauMicrosoft ExcelData analytics
Requirements
- Bachelor’s degree in Business, Analytics, or a related field.
- 4+ years of experience in sales operations, sales planning, or related analytical roles.
- Strong hands-on experience with Salesforce CRM.
- Anaplan experience required.
- Advanced proficiency in Excel.
- Strong experience with BI tools such as Tableau or Power BI.
- Strong analytical mindset with the ability to interpret complex datasets.
- Excellent organizational skills with the ability to manage multiple priorities.
- Strong communication skills with the ability to simplify technical concepts.
- Ability to work independently in a fast-paced environment.
Responsibilities
- Support sales planning cycles including annual and quarterly territory planning, quota setting, budgeting, and forecasting.
- Partner with Sales leadership to develop capacity models and optimize territory and resource allocation.
- Manage CRM systems (including Salesforce) and ensure data accuracy, reporting integrity, and process consistency.
- Support quote-to-order lifecycle activities, including pricing, configuration, and coordination with order management teams.
- Build, maintain, and analyze dashboards, reports, and performance insights to support decision-making.
- Collaborate cross-functionally with Finance, Marketing, and Supply Chain to align assumptions and planning inputs.
- Identify, design, and implement process improvements across sales operations workflows.
- Respond to ad hoc analytical requests and provide actionable recommendations to business stakeholders.
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