Senior Global Planning Manager

Role Overview

• Drive and implement Workday Adapative Planning’s capabilities for the sales planning and territory & quota setting process.
• Work side-by-side with external implementation vendors to educate them on our process, critical planning elements, and ensure requirements are addressed as part of the onboarding process.
• Curate views within the Sales Planning tool with Regional Sales Operations to facilitate analysis in support of the fiscal year planning cycle.
• Interpret, validate, and analyze data outputs by leveraging dashboarding, modeling, and other data visualization techniques.
• Develop data products and views that can be leveraged for planning and target setting within the Revenue Operations team as well as other teams across Genesys.
• Manage and facilitate regional reporting requirements including but not limited to; Work to remove duplication of effort and ensure we are leveraging centrally produced dashboards and reports where possible.
• Work with the planning leads to ensure business reporting requirements are captured and included in global reporting initiatives.
• Support Global operations in reconciling and ensuring consistency from various data sources and assist in driving the automation of analytics in support of planning.
• Provide insights into effectiveness of specific programs and investments and report progress against those assumptions laid out in planning through the budget and bookings-based outcomes.
• Work with Global Planning Lead, to drive Globally Consistent Cadence planning schedule; including but not limited to: Understanding potential hierarchy structural changes Incorporation of strategic initiatives into the planning framework.
• Create clear and consistent vocabulary leveraged cross functionally.
• Integration of a globally consistent capacity model.
• Ensure our outputs and insights are aligned to the corporate strategic pillars, aligned to finance’s budget process and frameworks, and investment trade-off implications are clear to stakeholders.
• Curation and development of reporting templates and dashboards for management.
• Coach, enable, and work with stakeholders to ensure they can derive insights and drive action from produced analytics.
• A willingness to learn new software and tools to enable better decision making by sales business partners.
• Able to operate successfully in a lean, fast-paced organization, and to create a vision and organization that can scale quickly.
• Responsible for managing various projects, demonstrating coachability and adaptability to stakeholder preferences.

Requirements

• Bachelor’s degree Business, Economics, Computer Science, Information Management or Statistics.
• Proven experience with the development and implementation of Workday Adaptive Planning
• Understanding of sales processes, quota & territory modelling, target setting, and compensation models.
• Advanced level in Excel leveraging PowerBI, advanced formulas, financial modelling, and PowerPoint.
• Strong knowledge of and experience writing in SQL.
• SOQL knowledge is a plus.
• Experience in automating workflows leveraging ChatGPT, Claude, or other AI tools.
• Experience in Salesforce workflows, Snowflake, Databricks, Tableau, and running SQL queries.
• 12+ years professional experience in analytics, operations, or planning type role, or related experience.
• Strong written and verbal communication skills with a track record of presenting to senior management.
• Strong analytical skills and attention to detail to be able to capture stakeholder needs and translate them into written application and operational requirements.
• Strong team player with ability to work cross culturally and across business units.

Tech Stack

• SQL
• Tableau

Benefits

• Medical, Dental, and Vision Insurance.
• Telehealth coverage
• Flexible work schedules and work from home opportunities
• Development and career growth opportunities
• Open Time Off in addition to 10 paid holidays
• 401(k) matching program
• Adoption Assistance
• Fertility treatments