Strategic Sales Ops Planner & Analytics Lead

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

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.