Manager, Quota and Capacity Planning

Salesforce Partner Canada; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

Salesforce Partner Canada seeks a data-driven Quota Business Partner to help analyze massive global data sets, support quota setting, and collaborate across regions to scale our processes and drive better forecasting.

You will own reporting, dashboards, and audits, partner with the Global PMO to deliver annual planning, and communicate insights to leadership. Requires 3+ years in Sales Operations or FP&A, strong Excel/Tableau/SQL skills, and experience with Anaplan and Salesforce.

Qualifications

• Degree in a quantitative field required (e.g., math, stats, finance).
• Proven experience in data analysis, reporting and insight generation.
• Strong skills with Excel/Tableau/SQL; familiarity with Anaplan and Salesforce is a plus.

Responsibilities

• Analyze global data sets and provide findings, recommendations and insights to leadership.
• Develop concurrent data reporting and auditing projects to support regional partners.
• Collaborate with Global PMO to deliver annual planning program deliverables on time.
• Create and maintain global dashboards and reports to improve operational rigor.
• Prepare audits of quota submissions and present findings to process owners.

Skills

Analytical thinking

Cross-functional collaboration

Storytelling with data

Time-zone flexibility

Strong communication

Education

B.S. in quantitative discipline

Tools

Excel

Google Sheets

Tableau

SQL

Anaplan

Salesforce.com

PowerPoint

Job description

About

The Quota and Capacity Planning (QCP) team serves as the trusted authority to set sales targets keeping the company's financial goals in mind. We are a group of passionate professionals aiming to fuel the $60B+ revenue goal of Salesforce through continuous cross-functional collaboration and process improvements. We are looking for dynamic, goal-oriented individuals with a proven analytical background who will succeed in a fast-paced environment and thrive in building and improving processes that will allow the company to scale. The Quota Business Partner joining the QCP team will be supporting our global operating units in their capacity modelling, planning, and quota setting process while liaising with the quota business partners, strategy, sales, and many other teams.

This position is part of a global team working across multiple regions and requires flexibility to work across different timezones.

Key Responsibilities

• Work with a broad range of cross-functional groups across different regions to analyze massive global data sets, reports and dashboards and provide findings, recommendations and insights to various teams and leadership stakeholders
• Develop and own concurrent data reporting and auditing projects and models to help drive insights for the regional Quota Business Partners and their regional Sales Strategy stakeholders
• Work with the Global PMO team to deliver key annual planning program deliverables on time and with a high degree of accuracy
• Create and maintain global dashboards and reports to help drive Quota Business Partner operational rigour, efficiency and optimisation
• Prepare on a regular and scheduled basis audits and reviews of quota submissions and present findings to internal auditors and process owners.

Requirements

• 3+ for Sn Analyst/ 5+ for manager years of work experience, ideally in Sales Operations, Sales Strategy, FP&A, or Finance, where business analysis and insights were in the DNA
• B.S. in a quantitative discipline (e.g. Statistics, Math, Finance, Engineering)
• Experience in Excel/G Sheet, PowerPoint/G Slides, Database (SQL), Tableau, Anaplan and Salesforce.com
• Power user proficiency in Excel and Tableau with the ability to tell a story in PowerPoint/Google Slides
• Experience with sales coverage models, quota setting methodologies and sales territory alignment
• Ability to succeed in a collaborative, fast paced start-up environment and able to own multiple different concurrent deliverables
• Ability to work independently and adapt to multiple time zones across SEA, North America and Europe
• Communicator: Strong communication skills, with the ability to convey complex concepts and information to a broad audience

Desired Skills/Experience

• Analytical: Able to think critically and create scalable analytical models
• Team Player: Able to build excellent rapport and collaborate with cross-functional teams.
• Can easily and quickly do ad hoc analysis in Google sheets/ Excel and Tableau.
• Quick learner with strong-self initiative.
• Knowledge of Databases (experience in designing and building complex models a big plus)
• Systems Analyst or Consulting experience preferred
• Be passionate about quality and have a strong sense of ownership on the work accomplished.