Specialty Sales Operations Planner

Hewlett Packard Enterprise; Alpharetta (GA); Hybrid; USD 71,500 - 164,400; Full time

Benefits offered by this job

Health and Wellbeing benefits

Personal & Professional Development programs

Inclusive culture valuing diverse backgrounds

Job summary

Hewlett Packard Enterprise is seeking a motivated Sales Operations Planner to support sales through customer lifecycle management in a hybrid role. Responsibilities include managing CRM applications, supporting planning activities, and collaborating with various teams.

The ideal candidate has a Bachelor's Degree and at least 4 years of experience in sales planning with strong analytical skills. This position is located in Alpharetta, Georgia and offers comprehensive health and wellness benefits.

Qualifications

• Typically, 4+ years’ sales planning and delivery experience with Salesforce.com.
• Anaplan experience required.
• Advanced proficiency in Excel; experience with BI tools preferred.

Responsibilities

• Partner with Sales leadership to support territory planning and quota setting.
• Support annual and quarterly sales planning cycles.
• Identify and drive process improvements across sales operations.

Skills

Sales planning experience

Salesforce.com

Analytical skills

Excel proficiency

Communication skills

Education

Bachelor's Degree

Tools

Salesforce

Anaplan

Tableau

Power BI

Job description

Hybrid role: average 2 days per week in an HPE office.

Job Summary

Hewlett Packard Enterprise is seeking a motivated, detail oriented and quantitative individual to join our Business Operations team as a Sales Operations Planner. The role involves managing CRM, CPQ and SaaS applications, supporting sales through the customer lifecycle and planning activities for specialty sales teams.

Responsibilities

• Partner with Sales leadership to support territory planning, quota setting, and capacity modeling.
• Support annual and quarterly sales planning cycles, including budgeting and target setting.
• Identify and drive process improvements across sales operations and planning workflows.
• Serve as a trusted adviser to sales teams and channel on pricing, product configuration, and business terms.
• Manage and administer the Salesforce.com CRM application and provide administrative support.
• Redesign and improve existing sales and operational processes as the organization evolves.
• Ensure data accuracy and integrity across CRM, forecasting, and reporting systems.
• Collaborate cross‑functionally with Finance, Marketing, and Supply Chain to align plans and assumptions.
• Provide ad hoc analysis and insights to support strategic initiatives.
• Build, run, and analyze reports and dashboards for users and managers, providing insight into the business.
• Drive the end‑to‑end life cycle of a quote to an order.
• Triage new requests and set appropriate delivery expectations with business partners.
• Partner with sales team and channel to scope, configure and price quotes.
• Act as a liaison between sales and order management to streamline booking process.
• Respond to ad hoc requests from various teams regarding reports, processes and assistance.

Qualifications

• Bachelor's Degree required.
• Typically, 4+ years’ sales planning and delivery experience with Salesforce.com.
• Anaplan experience required.
• Experience with Salesforce and Oracle CPQ preferred.
• Advanced proficiency in Excel; experience with BI tools such as Tableau, Power BI, Looker preferred.
• Ability to take initiative, work flexibly, and set priorities with minimal supervision.
• Strong analytical skills and attention to detail.
• Demonstrated ability to prioritize and handle multiple assignments with competing deadlines.
• High energy level and passion for getting the job done right.
• Ability to apply experience and knowledge to solving routine to moderately complex problems.
• Excellent business liaison skills, communicating system complexity in concise language.
• Outstanding communication and interpersonal skills with a strong customer service attitude.

Preferred Skills

• Experience with forecasting and demand planning methodologies.
• Familiarity with compensation planning and incentive structures.
• Experience in SaaS, CPG, or other data‑driven sales environments.
• Ability to translate data insights into clear business recommendations.

Benefits

Health and Wellbeing: comprehensive benefits for employees and their loved ones covering physical, financial, and emotional wellness.

Personal & Professional Development: programs to help reach career goals across fields.

Unconditional Inclusion: inclusive culture that values diverse backgrounds.

Salary

• United States of America: Annual Salary USD 81,400 - 154,600 in Massachusetts
• 81,400 - 164,400 in California
• 71,500 - 164,400 in Georgia, New Jersey and Texas

Job Title and Level

Sales Operations Specialist.

Equal Employment Opportunity

HPE is an Equal Employment Opportunity/Veteran/Disabled/LGBT employer. We do not discriminate on the basis of race, gender, or any other protected category, and all decisions are based on qualifications, merit, and business need. Hewlett Packard Enterprise is an EEO Protected Veteran/Individual with Disabilities. HPE will comply with applicable laws related to employer use of arrest and conviction records, including consideration of qualified applicants with criminal histories.