Specialty Sales Operations Planner

Jobtailor; California (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor is seeking a proactive Sales Operations Analyst to partner with Sales leadership on territory planning, quota setting, and capacity modeling. You will support annual and quarterly planning cycles, budgeting, and target setting while driving process improvements across sales operations and planning workflows.

You will become the go-to expert for Salesforce.com, Anaplan, and related tools, ensuring data integrity across CRM, forecasting, and reporting systems.

Qualifications

• Bachelor's degree or equivalent in business, analytics, or related field.
• 4+ years of sales planning and delivery experience with Salesforce.com.
• Anaplan experience is 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, set priorities with minimal supervision.
• Strong analytical skills and highly organized work style.
• Excellent business liaison skills and effective communication.

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.
• Advise on pricing, product configuration, and business terms to support sales.

Skills

Strong analytical skills

Excellent communication

Project management

Cross-functional collaboration

Attention to detail

Education

Bachelor's Degree

Tools

Salesforce.com

Anaplan

Oracle CPQ

Tableau

Power BI

Looker

Excel

Job description

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 to support the sales effort.
• Manage and administer the CRM application, Salesforce.com, and become an authority in the application while providing general administrative support for the tool.
• 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 and in doing so provide 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 help scope, configure and price quotes.
• Act as a liaison between sales and order management to streamline booking process.
• Respond to ad hoc requests arriving in the sales operations group from various teams, regarding reports, processes, requests for assistance, and general support.

Requirements

• Bachelor's Degree.
• 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 direct supervision.
• Strong analytical skills, attention to detail, highly organized and thorough.
• Demonstrated ability to prioritize and handle multiple assignments with competing deadlines.
• High energy level and passion in getting the job done right.
• Ability to apply attained experiences and knowledge in solving routine to moderately complex problems.
• Excellent business liaison skills.
• Ability to digest system complexity and articulate to business users in concise and simple language.
• Outstanding communication and interpersonal skills with a strong customer service attitude.