Planning Analyst III

Jobtailor; São Paulo; Presencial; BRL 180 000 - 240 000; Tempo integral

Resumo da oferta

Jobtailor in São Paulo, Brazil, seeks a senior professional to own Sales Planning and Revenue Operations. You will build the annual revenue plan, translate strategy into actionable milestones, and define segmentation and territory criteria.

Expect to drive quota setting, capacity sizing, and rigorous tracking with cross-functional leadership support. The role focuses on data-driven analysis of ARR/MRR metrics, sales books, and productivity, leveraging BI tools and CRM processes to optimize

Qualificações

• Data modeling and analysis with scenarios, capacity planning, and quota setting.
• Experience in Sales Planning, Revenue/Sales Operations, BI, or Sales Intelligence.
• Experience with target and quota planning and/or territory planning.
• Familiarity with SaaS revenue metrics (ARR/MRR) and pipeline coverage.

Responsabilidades

• Build the annual revenue plan with assumptions and top-down/bottom-up scenarios.
• Define targets and quotas based on team capacity and growth objectives.
• Translate revenue strategy into operational plans with milestones.
• Design books of business balancing potential, coverage, and productivity.
• Define segmentation and territory criteria by company size, region, or vertical.
• Monitor plan execution and flag variances; lead replanning cycles.

Conhecimentos

Data modeling and analysis

Sales planning

Quota setting

Capacity planning

Advanced Excel/Google Sheets

BI tools (Looker, Power BI, Metabase)

SQL

CRM platforms (Salesforce)

SaaS revenue metrics (ARR/MRR)

Formação académica

Degree in Business Administration, Economics, Engineering, Statistics, or related field

Ferramentas

Looker

Power BI

Metabase

Salesforce

Descrição da oferta de emprego

• Build the annual revenue plan, including assumptions, top-down and bottom-up scenarios, and breakdowns by segment, team, and period
• Define and distribute targets and quotas based on team capacity and growth objectives
• Translate the revenue strategy into operational plans with milestones and tracking criteria
• Design and distribute sales rep books of business, balancing potential, coverage, and productivity
• Define segmentation and territory criteria by company size, segment, region, or vertical
• Periodically review account assignments as the team and market evolve
• Conduct sales team capacity planning, sizing headcount against targets and identifying hiring needs
• Analyze productivity by sales representative and book of business, including coverage, ramp-up, and attainment
• Monitor plan execution by comparing actuals against plan and flagging variances
• Lead replanning cycles and adjustments to targets and account assignments
• Build models and analyses using traceable assumptions
• Partner closely with Sales, Finance, RevOps, and leadership
• Deliver a robust annual plan, balanced account assignments, target-aligned capacity, and a living plan with continuous tracking

Requirements

• Data modeling and analysis, including scenarios, capacity planning, and quota setting
• Advanced Excel/Google Sheets skills
• BI tools such as Looker, Power BI, and Metabase
• SQL for data extraction and processing (preferred)
• Knowledge of CRM platforms such as Salesforce and sales operations processes
• Familiarity with SaaS revenue metrics, including ARR/MRR, quota attainment, pipeline coverage, and productivity
• Degree in Business Administration, Economics, Engineering, Statistics, or a related field, or equivalent experience (preferred)
• Solid experience in Sales Planning, Revenue/Sales Operations, BI, or Sales Intelligence (preferred)
• Previous experience with target and quota planning and/or account assignment/territory planning (preferred)
• Experience in technology/SaaS companies with structured sales operations (preferred)

Core Competencies

Demonstrates expertise in Sales Planning and Revenue Operations, with a strong focus on Data Modeling, Capacity Planning, and Quota Setting. Proficient in utilizing BI tools and CRM platforms to drive sales strategy and operational efficiency.

Highest-signal resume keywords

• Data Modeling And Analysis
• Sales Planning
• Advanced Excel/Google Sheets Skills
• BI Tools (Looker, Power BI, Metabase)
• SaaS Revenue Metrics (ARR/MRR)

Industry Keywords

• SaaS
• Revenue Metrics
• Annual Revenue Plan
• Sales Rep Productivity
• Market Segmentation

Tools & Technologies

• Excel
• Google Sheets
• Looker
• Power BI
• Metabase
• Salesforce

Hard Skills

• Data Modeling
• Capacity Planning
• Quota Setting
• Sales Planning
• Revenue Operations
• SQL
• Sales Operations Processes
• Account Assignment Planning
• Territory Planning
• Sales Intelligence