Specialty Sales Operations Planner

Hewlett Packard Enterprise; Sunnyvale (CA); Hybrid; USD 81,000 - 164,000; Full time

Job summary

Hewlett Packard Enterprise is seeking a motivated Sales Operations Planner to join our Business Operations team. This role supports territory planning, quota setting, and data-driven insights across CRM, forecasting, and reporting systems.

The candidate will work cross-functionally with Sales, Finance, Marketing, and Supply Chain, ensuring data integrity and effective end-to-end processes while operating in a hybrid environment two days per week in-office.

Qualifications

• Bachelor's degree required.
• 4+ years of sales planning and delivery experience with Salesforce.com.
• Anaplan experience required.
• Experience with Salesforce and Oracle CPQ preferred.
• Advanced proficiency in Excel; BI tools experience preferred.

Responsibilities

• Support territory planning, quota setting, and capacity modeling.
• Assist annual and quarterly sales planning cycles, budgeting and target setting.
• Improve sales operations processes and reports across CRM, forecasting, and analytics.
• Provide ad hoc analysis to support strategic initiatives.
• Build and analyze reports and dashboards for managers.

Skills

Sales planning

CRM administration

Anaplan

Excel advanced

Analytical skills

Education

Bachelor's degree

Tools

Salesforce.com

Oracle CPQ

BI tools

Excel advanced

Job description

Specialty Sales Operations Planner

This role has been designed as ‘Hybrid’ with an expectation that you will work on average 2 days per week from an HPE office.

Who We Are:

Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies connect, protect, analyze, and act on their data and applications wherever they live, from edge to cloud, so they can turn insights into outcomes at the speed required to thrive in today’s complex world.Our culture thrives onfinding new and better ways to accelerate what’s next.We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs.We make bold moves, together, and are a force for good. If you are looking to stretch and grow your career our culture will embrace you.Open up opportunities with HPE.

Job Description:

Hewlett Packard Enterprise is seeking a motivated, detail oriented, and quantitative individual to join our Business Operations team as a Sales Operations Planner. We are looking for a person who thrives in a multi-project, fast paced and fun environment. To succeed as part of this team, you should be a talented and experienced individual with a background in administering and supporting CRM, CPQ and SaaS applications.

The Sales Operations Planner will work cross-functionally with several organizations (including sales, marketing, operations, logistics, finance, and support) with the main objective of supporting Sales in the end-to-end customer lifecycle and yearly planning activities for our specialty sales teams.

The ideal candidate will be passionate about technology and entrepreneurship, a fast learner, and able to adapt quickly while keeping focused on high impact projects.

This is a US based, hybrid role in office two days per week.

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 & in doing so provide insight into the business.
• Ability to 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 flowing into the sales operations group from various teams, regarding reports, processes, requests for assistance, and general support.

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 (e.g., 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.

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

What We Can Offer You:

Health & Wellbeing

We strive to provide our team members and their loved ones with a comprehensive suite of benefits that supports their physical, financial and emotional wellbeing.

Personal & Professional Development

We also invest in your career because the better you are, the better we all are. We have specific programs catered to helping you reach any career goals you have — whether you want to become a knowledge expert in your field or apply your skills to another division.

Unconditional Inclusion

We are unconditionally inclusive in the way we work and celebrate individual uniqueness. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good.

Job:

Sales Operations

Job Level:

Specialist

“The expected salary/wage range for this position is provided below. Actual offer may vary from this range based upon geographic location, work experience, education/training, and/or skill level.
– 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 & Texas
The listed salary range reflects base salary. Variable incentives may also be offered.”

Information about employee benefits offered in the US can be found at https://myhperewards.com/main/new-hire-enrollment.html

HPE is an Equal Employment Opportunity/ Veterans/Disabled/LGBT employer. We do not discriminate on the basis of race, gender, or any other protected category, and all decisions we make are made on the basis of qualifications, merit, and business need. Our goal is to be one global team that is representative of our customers, in an inclusive environment where we can continue to innovate and grow together.

Hewlett Packard Enterprise is EEO Protected Veteran/ Individual with Disabilities.

HPE will comply with all applicable laws related to employer use of arrest and conviction records, including laws requiring employers to consider for employment qualified applicants with criminal histories.