Specialty Sales Operations Planner

Responsibilities

• 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 in doing so 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 booking process.
• Respond to ad hoc requests arriving in the sales operations group from various teams, regarding reports, processes, requests for assistance, and general support.

• Bachelor's Degree.
• Typically 4+ years’ sales planning and delivery experience with
• Anaplan experience required.
• Experience with Salesforce and Oracle CPQ preferred.
• Advanced proficiency in Excel.
• Experience with BI tools such as 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.