Senior Sales Planning Analyst

We are seeking a highly motivated and detail-oriented Sales Planning Analyst to join our Global Sales Operations team. This role will play a critical part in maintaining account data integrity, supporting sales planning operations, driving process governance, and enabling accurate downstream reporting and sales execution.

The ideal candidate combines strong business acumen with analytical rigor, critical thinking, and problem-solving capabilities. This individual should be comfortable working cross-functionally across Sales Planning, MDM, Finance, and IT teams to drive operational excellence, scalable processes, and high-quality master data management.

Key Responsibilities:

Data Stewardship & Operational Support

• Track, monitor, and document overrides to key account attributes including hierarchy, revenue, segment, industry, and other planning-related fields to ensure alignment with Sales Planning policies, business rules, and reporting requirements.
• Maintain audit-ready documentation and traceability for manual overrides, hierarchy modifications, and disposition changes to support internal controls, governance standards, and financial reporting compliance.
• Support and manage Reltio workflow notifications by monitoring data issues, routing system alerts to appropriate stakeholders, and driving timely resolution and follow-through.
• Lead disposition cleanup and standardization efforts across account records to improve data consistency, planning accuracy, and downstream reporting integrity.

Account Data Governance & Integrity

• Own and maintain the accuracy of account data across systems including Salesforce (SFDC), Reltio, D&B, and Anaplan.
• Monitor and manage account hierarchy, segment, revenue, industry, and other key account attributes to ensure alignment with Sales Planning rules and reporting requirements.
• Investigate and resolve data quality issues including incorrect parent-child hierarchies, segment misclassifications, inactive accounts, and missing or invalid dispositions.

Proactive Audits & Process Improvement

• Design and execute periodic audits to validate account hierarchies, segmentation, assignments, and key planning attributes.
• Partner with MDM and IT teams to identify root causes and implement scalable process improvements.
• Recommend and drive operational enhancements that improve data quality, governance, and planning efficiency.

Sales Planning Support

• Support the annual and ongoing sales planning cycles by validating account assignments and planning-related data across SFDC, Reltio, and Anaplan.
• Monitor key fields and dependencies that impact quota assignment, territory alignment, forecasting, and sales crediting.
• Provide analytical support and insights to improve planning accuracy and operational effectiveness.

Cross-Functional Collaboration

• Collaborate closely with Sales Planning, MDM, Finance, IT, and Sales Operations stakeholders to resolve account-related issues and improve business processes.
• Serve as a trusted partner and subject matter expert on account hierarchy management, data governance, and planning operations best practices.
• Effectively communicate findings, risks, and recommendations to stakeholders across global teams.

• Design and execute periodic audits to validate account hierarchies, segments, and assignments.
• Partner with the MDM team to resolve root causes and implement sustainable fixes.
• Propose and implement process improvements to prevent data quality issues upstream.

Qualifications

• 8+ years of experience in Sales Operations, Business Operations, or Master Data Management roles.
• Strong hands-on experience with Salesforce (SFDC) and Anaplan; familiarity with Reltio, D&B, and account hierarchy tools is preferred.
• Advanced proficiency in Excel and Google Sheets for analysis and reporting.
• Solid understanding of sales planning processes, territory management, quota allocation, and sales compensation dependencies.
• Excellent communication skills with the ability to collaborate across global teams and influence without authority.
• Proven ability to work cross-functionally and influence stakeholders in a matrixed global environment.
• Strong verbal and written communication skills with the ability to simplify complex operational issues.
• Self-driven, highly organized, and adaptable with a continuous improvement mindset.
• Experience supporting global sales organizations is preferred.

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