Specialty Sales Operations Planner

Role Overview

• Partner with Sales leadership to support territory planning, quota setting, and capacity modeling.
• Support annual and quarterly sales planning cycles, including budgeting and target setting.
• Identify and drive process improvements across sales operations and planning workflows.
• Serve as a trusted adviser to sales teams and channel on pricing, product configuration, and business terms to support the sales effort.
• Manage and administer the CRM application, Salesforce.com, and become an authority in the application while providing general administrative support for the tool.
• Redesign and improve existing sales and operational processes as the organization evolves.
• Ensure data accuracy and integrity across CRM, forecasting, and reporting systems.
• Collaborate cross-functionally with Finance, Marketing, and Supply Chain to align plans and assumptions.
• Provide ad hoc analysis and insights to support strategic initiatives.
• Build, run, and analyze reports and dashboards for users and managers & in doing so provide insight into the business.
• Ability to drive the end-to-end life cycle of a quote to an order.
• Triage new requests and set appropriate delivery expectations with business partners.
• Partner with sales team and channel to help scope, configure and price quotes.
• Act as a liaison between sales and order management to streamline booking process.
• Respond to ad hoc requests flowing into the sales operations group from various teams, regarding reports, processes, requests for assistance, and general support.

Requirements

• Bachelor's Degree required.
• Typically, 4+ years’ sales planning and delivery experience with Salesforce.com.
• Anaplan experience required.
• Experience with Salesforce and Oracle CPQ preferred.
• Advanced proficiency in Excel; experience with BI tools (e.g., Tableau, Power BI, Looker) preferred.
• Ability to take initiative, work flexibly, and set priorities with minimal direct supervision.
• Strong analytical skills, attention to detail, highly organized and thorough.
• Demonstrated ability to prioritize and handle multiple assignments with competing deadlines.
• High energy level and passion in getting the job done right.
• Ability to apply attained experiences and knowledge in solving routine to moderately complex problems.
• Excellent business liaison skills.
• Outstanding communication and interpersonal skills with a strong customer service attitude.

Tech Stack

• Oracle
• SFDC
• Tableau

Benefits

• Health & Wellbeing We strive to provide our team members and their loved ones with a comprehensive suite of benefits that supports their physical, financial and emotional wellbeing.
• Personal & Professional Development We also invest in your career because the better you are, the better we all are. We have specific programs catered to helping you reach any career goals you have — whether you want to become a knowledge expert in your field or apply your skills to another division.
• Unconditional Inclusion We are unconditionally inclusive in the way we work and celebrate individual uniqueness. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good.