Specialty Sales Operations Planner
TLDR
Blend of sales strategy, analytics, and operational execution to shape territory design, quota planning, and capacity modeling while optimizing CRM/CPQ tooling.
- Support sales planning cycles including annual and quarterly territory planning, quota setting, budgeting, and forecasting.
- Partner with Sales leadership to develop capacity models and optimize territory and resource allocation.
- Manage CRM systems (including Salesforce) and ensure data accuracy, reporting integrity, and process consistency.
- Support quote-to-order lifecycle activities, including pricing, configuration, and coordination with order management teams.
- Build, maintain, and analyze dashboards, reports, and performance insights to support decision-making.
- Collaborate cross-functionally with Finance, Marketing, and Supply Chain to align assumptions and planning inputs.
- Identify, design, and implement process improvements across sales operations workflows.
- Respond to ad hoc analytical requests and provide actionable recommendations to business stakeholders.
- Bachelor’s degree in Business, Analytics, or a related field.
- 4+ years of experience in sales operations, sales planning, or related analytical roles.
- Strong hands-on experience with Salesforce CRM; Anaplan experience required.
- Experience with Oracle CPQ and/or pricing tools is highly preferred.
- Advanced proficiency in Excel and strong experience with BI tools such as Tableau or Power BI.
- Strong analytical mindset with the ability to interpret complex datasets and translate them into business insights.
- Excellent organizational skills with the ability to manage multiple priorities and deadlines.
- Strong communication skills with the ability to simplify technical or system-related concepts for business users.
- Ability to work independently in a fast-paced, dynamic, and cross-functional environment.
- Experience in forecasting, demand planning, or SaaS/data-driven sales environments is a plus.
- Competitive salary range aligned with experience and location.
- Comprehensive medical, dental, and vision insurance coverage.
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
- Retirement savings plan to support long-term financial security.
- Paid time off, holidays, and wellness days for work-life balance.
- Paid parental leave and family support programs.
- Employee assistance and wellbeing programs.
- Remote/teleworker flexibility across the United States.
- Learning, training, and professional development opportunities.
- Inclusive, flexible work environment focused on growth and innovation.
Requirements:
Benefits:
Benefits
Health Insurance
Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
Learning Budget
Learning, training, and professional development opportunities.
Inclusive and flexible work environment
Inclusive, flexible work environment focused on growth and innovation.
Paid Parental Leave
Paid parental leave and family support programs.
Paid Time Off
Paid time off, holidays, and wellness days for work-life balance.
Remote-Friendly
Remote/teleworker flexibility across the United States.
Wellness Stipend
Employee assistance and wellbeing programs.
Jobgether runs the largest remote job platform, effectively linking job seekers with over 200,000 flexible and remote opportunities that match their unique skills and preferences. Our focus is on enhancing the hiring process, ensuring efficiency while prioritizing the candidate experience, particularly in the growing health and wellness sector.
- Founded
- Founded 2020
- Employees
- 11-50 employees
- Industry
- Professional Services