Sales Operations Planner
Location
California + 2 moreAll locations: California | New Jersey | Texas
Posted
10 days ago
Salary
$81.4K - $164.4K / year
Seniority
Senior
Job Description
Sales Operations Planner
Hewlett Packard Enterprise
• 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.
Job 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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Global Education (Fall 2026)
Wilfrid Laurier UniversityWilfrid Laurier University endeavors to fill positions with qualified candidates who have a combination of education, experience, skills, and abilities to successfully perform the duties of the position while demonstrating Laurier's Employee Success Factors. Diversity and creating a culture of inclusion is a key pillar of Wilfrid Laurier University's Strategic Academic Plan and is one of Laurier's core values. Laurier is committed to increasing the diversity of faculty and staff and welcomes applications from candidates from equity deserving groups. Indigenous candidates who would like to learn more about equity and inclusive programming at Laurier are welcomed to contact the Office of Indigenous Initiatives at indigenous@wlu.ca. Candidates from other equity deserving groups who would like to learn more about equity and inclusive programming at Laurier are welcomed to contact Equity and Accessibility at equity@wlu.ca.
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