Sales Planning Manager — Strategic Forecasting & Growth

Insperity Services, L.P.; Kingwood (WV); On-site; USD 90,000 - 120,000; Full time

Job summary

Insperity is seeking a Manager, Sales Planning to lead a team responsible for the development and execution of sales planning strategies that support growth objectives, workforce investments, and financial stewardship.

You will partner with the Director, Sales Planning & Performance and cross-functional leaders to translate business goals into actionable planning, allocate sellers, and drive three-year growth planning.

Qualifications

• Bachelor’s degree in a related discipline required; Master’s degree preferred.
• Seven or more years of progressive experience in Sales Planning, Finance, Analytics or related field.
• 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, COA, ROI, and investment prioritization.
• Develops business cases, strategic analyses, and planning recommendations supporting growth initiatives, workforce investments, organizational changes, and long-range 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, 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.

Education

Bachelor’s Degree in Business, Finance, Accounting, Analytics or related discipline

Master’s Degree preferred

Job description

Insperity is seeking a Manager, Sales Planning to lead a team responsible for the development and execution of sales planning strategies that support growth objectives, workforce investments, and financial stewardship.

You will partner with the Director, Sales Planning & Performance and cross-functional leaders to translate business goals into actionable planning, allocate sellers, and drive three-year growth planning.