Manager, Sales Planning

60 Insperity Services, L.P.; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Insperity is seeking a Manager, Sales Planning to lead a team responsible for sales planning, forecasting, quota planning, and strategic business analysis. You will partner with Sales Leadership, Finance, HR, and Analytics to translate business objectives into actionable plans and allocate resources effectively.

The role drives seller capacity planning, account assignment, and three-year growth forecasting, developing models and scenarios to guide hiring and investment decisions while ensuring

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Analytics or a related discipline is required.
• Seven or more years of progressive experience in Sales Planning, Finance, Business Analytics or a related field is required.
• Three years of experience managing a team is preferred.

Responsibilities

• Leads and develops a team responsible for sales planning, forecasting, seller capacity planning, workforce planning, quota planning, account assignment strategy, and strategic business analysis.
• Partners with the Director, Sales Planning & Performance to develop and continuously improve planning methodologies, forecasting frameworks, seller capacity models, quota methodologies, account assignment strategies, and workforce planning approaches.
• Develops and maintains seller capacity models, workforce plans, account assignment strategies, organizational scenarios, and productivity assumptions that support hiring, deployment, resource allocation, and growth objectives.
• Supports the development of annual operating plans and three-year growth strategies through forecasting, scenario modeling, and analysis of headcount, revenue, productivity, and operating expense assumptions.
• Supports quota methodology, annual quota setting, territory planning, and capacity-based goal allocation processes to align sales resources and objectives with corporate growth goals.
• Evaluates workforce investments, organizational structures, resource allocation alternatives, and growth opportunities, developing recommendations that support business strategy and organizational scalability.
• Serves as a key advisor on Sales OPEX stewardship, including operating expense planning, workforce economics, Cost of Acquisition (COA), Return on Investment (ROI), and investment prioritization.
• Develops business cases, strategic analyses, and planning recommendations supporting growth initiatives, workforce investments, organizational changes, and long-range business objectives.

Skills

Leadership

Strategic planning

Data-driven analysis

Forecasting

Education

Bachelor’s degree in Business/Finance/Accounting/Analytics

Master’s degree preferred

Job description

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide. Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen. We’ve earned recognition time and again as a top place to work—named among the best by respected organizations like Glassdoor and U.S. News & World Report. We’re also proud to be recognized for one of the country’s Top 50 Midsize Early Talent Programs through RippleMatch’s Campus Forward Awards. There’s never been a better time to be part of Insperity, and our best work is still ahead.

Learn more at Insperity.com.

Why Insperity?

Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.

Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.

Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.

Manager, Sales Planning

This position is responsible for leading a team of sales planning professionals responsible for the development and execution of sales planning strategies that support the Company's growth objectives, workforce investments, and financial stewardship. While working closely with the Director, Sales Planning and Performance, this position acts as a strategic partner to Sales Leadership, Finance, Human Resources, Compensation, and Enterprise Analytics to help translate business objectives into actionable planning recommendations that drive effective resource allocation, seller productivity, and long-term organizational growth. This role holds accountability for seller capacity planning, account assignment strategy, quota methodology and annual quota setting, forecasting, operating expense stewardship, Cost of Acquisition (COA), Return on Investment (ROI) analysis, and three-year sales growth planning. The role develops planning assumptions, business scenarios, and workforce strategies that influence organizational design, investment decisions, and growth initiatives while ensuring alignment between sales resources, financial objectives, and business priorities. This role provides analytical leadership, strategic insight, and planning expertise that support the development of annual operating plans, long-range growth strategies, and workforce investment recommendations.

Responsibilities

• Leads and develops a team responsible for sales planning, forecasting, seller capacity planning, workforce planning, quota planning, account assignment strategy, and strategic business analysis.
• Partners with the Director, Sales Planning & Performance to develop and continuously improve planning methodologies, forecasting frameworks, seller capacity models, quota methodologies, account assignment strategies, and workforce planning approaches.
• Develops and maintains seller capacity models, workforce plans, account assignment strategies, organizational scenarios, and productivity assumptions that support hiring, deployment, resource allocation, and growth objectives.
• Supports the development of annual operating plans and three-year growth strategies through forecasting, scenario modeling, and analysis of headcount, revenue, productivity, and operating expense assumptions.
• Supports quota methodology, annual quota setting, territory planning, and capacity-based goal allocation processes to align sales resources and objectives with corporate growth goals.
• Evaluates workforce investments, organizational structures, resource allocation alternatives, and growth opportunities, developing recommendations that support business strategy and organizational scalability.
• Serves as a key advisor on Sales OPEX stewardship, including operating expense planning, workforce economics, Cost of Acquisition (COA), Return on Investment (ROI), and investment prioritization.
• Develops business cases, strategic analyses, and planning recommendations supporting growth initiatives, workforce investments, organizational changes, and long-range business objectives.
• Partners with Sales Leadership, Finance, Human Resources, Compensation, and Enterprise Analytics to align planning assumptions, financial objectives, workforce strategies, and growth priorities.
• Influences planning decisions through data-driven analysis, business insight, scenario modeling, and strategic recommendations.
• Identifies opportunities to enhance planning methodologies, forecasting capabilities, workforce strategies, resource allocation effectiveness, and overall planning maturity.
• Recruits, develops, and leads a high-performing team while fostering a culture of strategic thinking, accountability, collaboration, innovation, and continuous improvement.

Qualifications

• Bachelor’s Degree in Business, Finance, Accounting, Analytics or a related discipline is required; Master’s Degree is preferred.
• Seven or more years of progressive experience in Sales Planning, Finance, Business Analytics or a related field is required.
• Three years of experience managing a team and developing talent is preferred.

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it!