About this role

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

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
Strong analytical skills, attention to detail, highly organized and thorough
Excellent business liaison skills

Specialty Sales Operations Planner

Key skills