Specialty Sales Operations Planner at Jobgether – United States

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Specialty Sales Operations Planner in the United States.

In this role, you will play a key part in enabling high-performing specialty sales teams by driving accurate planning, forecasting, and operational excellence across the sales lifecycle. You will collaborate closely with Sales, Finance, Marketing, Supply Chain, and Operations to ensure alignment on quotas, territory planning, and go-to-market execution. Acting as both an analytical expert and a trusted business partner, you will help improve processes, ensure data integrity, and deliver actionable insights that support strategic decision-making. The environment is fast-paced, cross-functional, and highly collaborative, requiring strong adaptability and ownership. You will also contribute to CRM system management and sales planning tools that power global operations. This role is ideal for someone who enjoys combining data-driven analysis with real business impact in a technology-driven organization.

In this role, you will support and optimize sales operations and planning activities across specialty sales teams, ensuring strong alignment between business strategy and execution:

• Partner with sales leadership to support territory planning, quota setting, and capacity modeling, ensuring accurate and achievable targets.
• Contribute to annual and quarterly sales planning cycles, including forecasting, budgeting, and performance tracking.
• Manage and optimize CRM systems, primarily Salesforce, ensuring data accuracy, reporting reliability, and effective system usage.
• Develop dashboards, reports, and analyses that provide visibility into sales performance, pipeline health, and operational trends.
• Collaborate cross-functionally with Finance, Marketing, Supply Chain, and Operations to align assumptions and business plans.
• Support quoting, pricing, and order lifecycle processes, acting as a liaison between sales and operational teams.
• Identify and drive process improvements across sales operations workflows to increase efficiency and scalability.

This role requires strong analytical capability, operational expertise, and experience in sales planning or sales operations within a complex, data-driven environment:

• Bachelor’s degree required, with 4+ years of experience in sales operations, sales planning, or CRM-driven business support.
• Hands-on experience with Salesforce.com administration and sales planning processes; Anaplan experience required.
• Strong proficiency in Excel, with experience using BI tools such as Tableau, Power BI, or Looker preferred.
• Solid understanding of forecasting, territory planning, and sales lifecycle processes.
• Strong analytical and problem-solving skills, with the ability to translate data into actionable business insights.
• Excellent communication skills, with the ability to simplify complex system and data concepts for business stakeholders.
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• Self-starter with strong initiative and the ability to work independently with minimal supervision.

• Competitive salary with variable incentive opportunities based on performance
• Comprehensive health, dental, and vision insurance coverage
• Physical, financial, and emotional wellbeing support programs
• Paid time off, holidays, and flexible work arrangements (remote-friendly with hybrid expectations)
• 401(k) retirement savings plan with employer support
• Career development programs and internal mobility opportunities
• Training and learning resources to support professional growth
• Inclusive and collaborative work environment focused on innovation and belonging.