Lead Sales Strategy & Planning Analyst

Responsibilities

• Work directly with Group Vice President to support business needs, strategic planning, in a proactive Chief of Staff type of capacity
• Collaborating closely with Sales leaders to build, model & oversee sales territories specific to the Enterprise Retail vertical. This position entails the development of a structured process for handling transitions in account management, with assistance from the Account Governance Team for data‑related requirements in Salesforce.
• Conducting weekly forecasting sessions with sales representatives and leaders to identify forecast risk, opportunity, and overall health.
• Serving as a trusted advisor and primary point of contact for the Group Vice President, Sales Vice President, and sales representatives, while addressing inquiries related to Salesforce and sales tools and managing ad‑hoc data requests.
• Ensuring the accuracy and integrity of sales and account data within Salesforce and other relevant systems.
• Partner with members of the GTM function to provide program support for growth initiatives (i.e. Sales Plays, pipeline hygiene).
• Providing guidance on best practices for Salesforce and facilitating training sessions for sales partners to promote consistent adoption of Salesforce tools.
• Acting as a direct liaison between the sales and Salesforce systems teams.
• Developing customized reports and dashboards in Clari and SFDC to support sales initiatives. Work with the GTM Advanced Analytics team and Finance to develop tools, dashboards, and workflows to improve efficiency and visibility.
• Managing and conducting audits on data, sales roles, users, and sharing rules utilized by the sales department.
• Reviewing closed deals to verify data accuracy and ensure system alignment.
• Offering system enablement and tool administrative support to the sales leadership team as needed.
• Participating in ongoing auditing activities and month‑end audits to ensure data accuracy and integrity.
• Support Quarterly Business Review preparation and executive level slideware as needed.

• 5+ years supporting VP+ level Sales Leaders in a SaaS company with a deep understanding of the sales cycle, forecasting methodologies, deal qualification and pipeline metrics.
• Passion to grow their role and desire to be a trusted business advisor to field leadership.
• Excellent judgment, interpersonal, communication skills, and follow‑through.
• Excellent written and verbal communication, with active listening and summarization skills.
• Highly skilled in Excel, PowerBI, Microsoft suite, and
• Highly self‑motivated, analytical with demonstrated problem solving, and have sound business decision making skills in a fast‑paced environment.
• Proven ability to build credibility, trust, and rapport with stakeholders at all levels.

• Experience specifically supporting Enterprise Sales leaders and sellers with an understanding of Enterprise size business nuances and metrics.
• Bachelor’s degree in business administration, Finance, Data Analytics, or a related field.
• Proficient in slideware creation in PowerPoint and presenting at an executive level.
• Excellent analytical and problem‑solving skills.
• Familiarity and prior usage of Clari, MEDDPPIC.
• Ability to proactively influence, advise, and collaborate with teams.
• Experience working in a remote team environment and cross‑functionally.

• Less than 25% Travel.

The pay range for this position is $102,300 to $147,050. The actual base pay offered may vary depending on skills, experience, job‑related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance‑based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

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