Sales Operations Planner
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Job Description
Sales Operations Planner role at Hewlett Packard Enterprise supporting customer lifecycle activities and collaborating cross-functionally. Focused on sales planning, process improvements, and CRM management.
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.
Requirements:
- 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.
Benefits:
- Health & Wellbeing
- Personal & Professional Development
- Unconditional Inclusion
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