Senior Associate, Sales Planning

Cvent, Inc.; India; On-site; INR 600,000 - 900,000; Full time

Job summary

Cvent, Inc. is seeking an Associate/Senior Associate – Sales Planning in the Global Sales Operations team. The role partners with stakeholders to represent Sales and supports cross-functional projects, addressing inbound requests and contract errors.

You will solve problems, document processes, and manage competing priorities to drive value. The position emphasizes data-driven planning, accuracy in commissions, and collaboration with Sales, Finance and Tech teams to improve efficiency and

Qualifications

• 1–2 years in a customer-driven or operational role.
• Ability to compile, analyze and present data clearly.
• Experience with Salesforce, Slack and MS Excel; proficient in MS Office.
• Good understanding of sales systems and processes.
• Strong written and verbal communication, and presentation skills.
• Self-motivated with drive to learn and resolve gaps.
• Familiarity with Order to Cash is preferred.
• Ability to navigate the organization and influence stakeholders.

Responsibilities

• Support territory planning and quota allocation with data-driven alignment to sales strategies.
• Assist global sales commission and crediting processes with focus on accuracy.
• Collaborate with Sales, Finance and Tech teams on GTM planning and operations.
• Drive process improvements and automation, maintaining data integrity.
• Partner with Analytics/PMO to implement automation for reporting and workflows.
• Support forecasting by maintaining reporting templates for performance insights.
• Generate ad-hoc analyses to aid Sales and Leadership decisions.
• Maintain process documentation for accuracy and scalability.
• Respond to queries from reps and stakeholders while juggling priorities.

Skills

Data analysis

Communication

Project management

Time management

Presentation

Tools

Salesforce

Slack

MS Excel

Microsoft Office

Job description

Overview:

Cvent is a leading meetings, events, and hospitality technology provider with more than 5,500+ employees and 30,000+ customers worldwide, including 60% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special eventvenuesand destinations to help them grow their group/MICE and corporate travel business. Our technology brings millions of people together at events around the world. In short,we’retransforming the meetings and events industry through innovative technology that powers human connection.

Cvent's strength lies in its people, fostering a culture where everyone is encouraged to think like entrepreneurs, taking risks and making decisions confidently. We value diverse perspectives and celebrate differences, working together with colleagues and clients to build strong connections.

In This Role, You Will:

AI at Cvent: Leading the Future

Are you ready to shape the future of work at the intersection of humanexpertiseand AI innovation? At Cvent,we’recommitted to continuous learning and adaptation—AIisn’tjust a tool for us,it’spart of our DNA.We’relooking for candidates who are eager to evolve alongside technology. If you love to experiment boldly, share your discoveries, and help define best practices for AI-augmented work,you’llthrive here. Our team values professionals who thoughtfully integrate AI into their daily work, delivering exceptional results while relying on the human judgment and creativity that drive real innovation.

Throughout our interview process,you’llhave the chance todemonstratehow you use AI to learn, iterate, and amplify your impact. Ifyou’reexcited to be part of a teamthat’sleading the way in AI-powered collaboration,we’dlove to meet you.

About the role:

We are seeking an Associate/Senior Associate – Sales Planning under the Global Sales Operations department. This role will require someone who can partner with various stakeholders to represent Sales and collaborate effectively on cross-functional projects. As an Associate/Senior Associate – Sales Planning, you will support Sales on inbound requests as well as the resolution of contract errors. If you thrive on problem solving, creating process documentation, and checking tasks off your to-do lists, this role is for you!

What you will be doing:

• Support territory planning and quota allocation exercises by pulling, organizing, and validating data to assist in alignment with sales strategies and business objectives
• Assist in the execution of global sales commission and crediting processes with a focus on accuracy and timeliness, under the guidance of senior team members
• Work closely with internal stakeholders across Sales, Finance, and Tech teams to support GTM planning activities and day-to-day operational needs
• Contribute to projects aimed at improving operational efficiency, including supporting automation initiatives and helping maintain data integrity across systems
• Collaborate with the Analytics/PMO team by providing data inputs and assisting in the implementation of automation solutions for reporting and operational workflows
• Support the sales forecasting process by helping build and maintain reporting templates that surface meaningful performance insights
• Assist in generating ad-hoc and recurring analyses to support Sales and Leadership decision-making
• Maintain and update process documentation on internal platforms to ensure accuracy, scalability, and continuity
• Respond to rep and stakeholder queries in a timely and professional manner while managing multiple priorities and deadlines

Here’s What You Need:

• 1-2 years of experience in a customer-driven or operational role – not exclusive to Sales
• Ability to compile, analyze and present data, findings and progress in a concise manner.
• Experience in Salesforce, Slack & MS Excel; proficient in other Microsoft Office suite of products
• Good understanding of Sales systems and processes.
• Effective communication (i.e., written, verbal and presentation)
• Self-motivated and strong drive to learn how to resolve errors, issues and process gaps.
• Familiarity with an "Order to Cash" process or something similar is preferred
• Ability to navigate the organization and establish relationships with key contacts to solve problems and formulate processes.
• Comfortable working with and presenting to senior leadership, including building consensus, navigating conflicts and challenging the status quo.
• Good project management skills to drive project execution and manage stakeholder expectations.
• Exceptional time management skills and an ability to juggle multiple projects simultaneously and respond to rep queries while meeting deadlines.
• Must have the ability to multi-task, prioritize and manage multiple tasks in a fast-paced, dynamically changing environment.