Hybrid Sales Planning Manager – Xactly Plan Expert

Posted 2 hours ago

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About the role

  • Sales Planning Manager managing territory and quota planning for health division. Leading standardized projects and collaborating with Sales, Finance, and HR for optimal outcomes.

Responsibilities

  • Own the end-to-end sales planning program for territory management and quota planning across multiple sales teams in the health division.
  • Lead the Health organization’s annual and quarterly sales planning cycles, ensuring that company targets are translated into actionable capacity, coverage, and quota models.
  • Oversee the design and optimization of sales territories maintaining fairness and balance across regions and segments.
  • Execute six to eight planning projects each year using a structured, repeatable methodology.
  • Conduct in-depth analysis, develop scenario models, and present recommendations to leadership for decision-making.
  • Build robust, automated workflows that reduce reliance on spreadsheets and improve data integrity.
  • Collaborate closely with Sales, Finance, Marketing, and HR teams to align targets, budgets, and coverage models.

Requirements

  • Bachelor’s degree in Business, Economics, Finance, Statistics, Data Science, Operations Research, Industrial Engineering, or related field.
  • 5+ years in Sales Planning, Sales Operations/RevOps, or Business Planning with direct ownership of territory and quota planning.
  • Demonstrated success running multiple standardized planning projects across diverse sales teams in a calendar year.
  • Hands-on experience with capacity/coverage models, territory design, quota methodology (top‑down & bottom‑up), and scenario planning.
  • Proven ability to build automated, database‑driven workflows and reduce spreadsheet dependence.
  • Partnered effectively with Sales Leadership, Finance, Marketing/RevOps, and HR through annual and quarterly planning cycles.
  • Expertise in Sales Planning Software (Anaplan, Pigment, Xactly Plan, CaptivateIQ & Varicent).

Benefits

  • Medical, Dental, & Vision Plans
  • 401(k)
  • FSA/HSA
  • Commuter Benefits
  • Tuition Assistance Plan
  • Vacation and Sick Time
  • Paid Parental Leave

Job title

Sales Planning Manager – Xactly Plan Expert

Job type

Experience level

Mid levelSenior

Salary

$89,600 - $157,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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