Sales Planning Analyst

About the role

The Sales Planning Analyst will turn complex data into actionable sales strategies, supporting revenue growth. Working closely with Sales Leadership, Finance and Marketing, you will provide forecasting, quota allocation, territory planning and performance modeling.

Key responsibilities

• Build and maintain predictive sales forecasting models and analyse pipeline health.
• Design annual territory structures and allocate balanced quotas based on market potential.
• Create automated dashboards in Salesforce and BI tools to track key sales metrics.
• Assist in evaluating commission structures and incentive plans with cost‑benefit analysis.
• Partner with Finance on revenue reconciliation and with Marketing on lead flow efficiency.
• Audit sales operations workflows and implement data‑driven improvements.

Required profile

• Bachelor’s degree in Business Administration, Finance, Economics, Statistics, Data Analytics or a related field.
• 1–2 years of experience in Sales Operations, Revenue Operations or Business Analysis.
• Strong quantitative and analytical mindset with excellent written and verbal communication skills.

Required skills

• Advanced Excel (pivot tables, complex formulas, financial modeling).
• Experience with CRM platforms such as Salesforce, HubSpot or Microsoft Dynamics.
• Proficiency in BI and visualization tools like Tableau, Power BI or Looker.
• Basic knowledge of SQL or Python/R is a plus.