Global Planning Manager

Global Planning Manager

Member of the Revenue Intelligence team, reporting to the Global Planning Lead, Revenue Intelligence.

The candidate should have demonstrable experience in sales planning processes, territory and quota tooling, cross functional enablement, and displayed the ability to autonomously move projects forward. The candidate should be excited to accelerate their career trajectory by contributing to and learning from strategic go-to-customer initiatives and projects focused on Sales and Marketing in a market‑leading SaaS company.

Ideal candidates will have a minimum of 8 years of analytical, tooling, and sales process experience in the technology or software industries supporting Sales and Marketing organizations, including hands‑on experience in Sales Planning and proficiency working within the Workday Adaptive Planning platform.

• Drive and implement Workday Adaptive 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.
• 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 the assumptions laid out in planning through the budget and bookings‑based outcomes.

• Work with Global Planning Lead to drive a globally consistent cadence planning schedule.
• Understand potential hierarchy structural changes.
• Incorporate strategic initiatives into the planning framework.
• Create clear and consistent cross‑functional vocabulary.
• Integrate a globally consistent capacity model.
• Ensure our outputs and insights are aligned to corporate strategic pillars, 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.
• Operate successfully in a lean, fast‑paced organization and create a vision and organization that can scale quickly.
• Manage projects, demonstrating coachability and adaptability to stakeholder preferences.

• Bachelor’s degree in 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 modeling, target setting, and compensation models.
• Advanced level in Excel leveraging PowerBI, advanced formulas, financial modeling, and PowerPoint.
• Strong knowledge 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.
• Minimum 8+ years professional experience in analytics, operations, or planning type role.
• Strong written and verbal communication skills with a track record of presenting to senior…