Specialty Sales Operations Planner

Job Overview

This role is hybrid, with an expectation of working on average two days per week from an HPE office. The Sales Operations Planner works cross‑functionally with sales, marketing, operations, logistics, finance and support to support sales through the end‑to‑end customer lifecycle and yearly planning activities for specialty sales teams.

• 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, , 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, and provide insight into the business.
• 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 the 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.

• Bachelor's degree required.
• Typically, 4+ years of sales planning and delivery experience with
• Experience with Anaplan 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. Ability to digest system complexity and articulate to business users in concise and simple language.
• Outstanding communication and interpersonal skills with a strong customer service attitude.

• Experience with forecasting and demand planning methodologies.
• Familiarity with compensation planning and incentive structures.
• Experience in SaaS, CPG, or other data‑driven sales environments.
• Ability to translate data insights into clear business recommendations.

Health & Wellbeing, Personal & Professional Development, and Unconditional Inclusion are supported by HPE. Salary ranges are:

• Massachusetts: USD 81,400 – 154,600 annually
• California: USD 81,400 – 164,400 annually
• Georgia, New Jersey & Texas: USD 71,500 – 164,400 annually

HPE is an Equal Employment Opportunity/Veteran/Disabled/LGBT employer. We do not discriminate on the basis of race, gender, or any other protected category, and all decisions we make are based on qualifications, merit, and business need. HPE complies with all applicable laws related to the use of arrest and conviction records, including considering qualified applicants with criminal histories.

Hewlett Packard Enterprise is an EEO Protected Veteran/Individual with Disabilities.