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HR, Pay, & Workforce Management
Lead Sales Strategy & Planning Analyst
Location
United States
Posted
3 days ago
Salary
$102.3K - $147.1K / year
Seniority
Lead
Job Description
Lead Sales Strategy & Planning Analyst
UKG
Role Description The role of the Sales Business Analyst is crucial in supporting UKG’s Sales teams, existing customer base, and the acquisition of new clients. This position involves conducting moderately complex analyses of business objectives, financial data, and the broader business landscape. Successful candidates must possess deep Sales partnership skills and proficiency in sales tools, as well as the ability to gather, analyze, and interpret a wide range of sales data to enhance sales performance. A thorough understanding of standard sales operations metrics is required, including insights into the sales process, sales cycle, conversion rates, and win rates. As part of your role, you will have the following key responsibilities: - Work directly with Group Vice President to support business needs, strategic planning, in a proactive Chief of Staff type of capacity. - Collaborate closely with Sales leaders to build, model & oversee sales territories specific to the Enterprise Retail vertical. - Conduct weekly forecasting sessions with sales representatives and leaders to identify forecast risk, opportunity, and overall health. - Serve as a trusted advisor and primary point of contact for the Group Vice President, Sales Vice President, and sales representatives. - Ensure the accuracy and integrity of sales and account data within Salesforce and other relevant systems. - Partner with members of the GTM function to provide program support for growth initiatives (i.e. Sales Plays, pipeline hygiene). - Provide guidance on best practices for Salesforce and facilitate training sessions for sales partners. - Act as a direct liaison between the sales and Salesforce systems teams. - Develop customized reports and dashboards in Clari and SFDC to support sales initiatives. - Manage and conduct audits on data, sales roles, users, and sharing rules utilized by the sales department. - Review closed deals to verify data accuracy and ensure system alignment. - Offer system enablement and tool administrative support to the sales leadership team as needed. - Participate in ongoing auditing activities and month-end audits to ensure data accuracy and integrity. - Support Quarterly Business Review preparation and executive level slideware as needed. Qualifications - 5+ years supporting VP+ level Sales Leaders in a SaaS company with a deep understanding of the sales cycle, forecasting methodologies, deal qualification and pipeline metrics. - Passion to grow their role and desire to be a trusted business advisor to field leadership. - Excellent judgment, interpersonal, communication skills, and follow-through. - Excellent written and verbal communication, with active listening and summarization skills. - Highly skilled in Excel, PowerBI, Microsoft suite, and Salesforce.com. - Highly self-motivated, analytical with demonstrated problem solving, and have sound business decision making skills in a fast-paced environment. - Proven ability to build credibility, trust, and rapport with stakeholders at all levels. Requirements - Experience specifically supporting Enterprise Sales leaders and sellers with an understanding of Enterprise size business nuances and metrics. - Bachelor’s degree in business administration, Finance, Data Analytics, or a related field. - Proficient in slideware creation in PowerPoint and presenting at an executive level. - Excellent analytical and problem-solving skills. - Familiarity and prior usage of Clari, MEDDPPIC. - Ability to proactively influence, advise, and collaborate with teams. - Experience working in a remote team environment and cross-functionally. Travel Requirements - Less than 25% Travel. What We Value - Be Unreasonably Passionate. - Be Humble. - Stay Curious. - Lead with Solutions. - Own the Result. - Do More. Company Overview UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry — because great organizations know their workforce is their competitive edge. Learn more at ukg.com. Equal Opportunity Employer UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.
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Role Description The Director of Sales – Natural Channel will serve as a strategic partner to TRUFF’s natural channel retail customers, responsible for managing day-to-day sales operations while driving growth and building strong distributor and broker relationships. This role will lead account planning, promotional execution, trade spend management, and joint business planning, ensuring that TRUFF’s strategies are executed effectively at retail. The Director of Sales will also be responsible for business development, including developing and executing sales strategies, and creating and nurturing customer relationships across our Natural Channel Retailers. This includes strategically developing, planning, tracking, and measuring progress against company objectives and KPIs in a fast-paced, high-growth CPG environment. This position reports to the CCO and will directly manage a Natural Channel Account Manager, handling natural channel chain and independent retailers. What You'll Own - Planning - Build annual account plans (revenue, distribution, promo targets) aligned to growth goals. - Forecast volume, promo lift, and trade needs with accuracy. - Define KPIs and tracking to drive execution. - Account Operations & Activation - Own day-to-day customer relationships and sell-in (new items, packaging, innovation). - Execute promo calendars and in-store activation with Marketing/Trade. - Coordinate cross-functionally to meet customer deadlines. - Use syndicated/retailer insights and category trends to inform plans. - Sales & Trade Management - Manage trade budgets for ROI; track deductions, promo efficiency, and sales. - Own customer P&L inputs; recommend pricing/promo adjustments to protect margin. - Risk & Compliance - Anticipate forecast/relationship risks; propose mitigations. - Ensure compliance with customer terms, contracts, and promo guidelines. - Monitor execution across supply chain/retail and resolve issues fast. - Growth & Partnerships - Expand distribution, win secondary placements, and drive incremental volume. - Deliver data-driven sell stories/category reviews; represent TRUFF at key meetings and events. - Lead distributor, broker, and third-party partner relationships to maximize results. - People Leadership - Directly manage and guide Account Manager role to meet and exceed KPI’s associated with natural channel customers. - Ensure effective performance management process is conducted, enabling the account manager to have the support needed, obstacles removed, and proper guidance to develop and thrive. Qualifications - 7+ years of progressive sales experience in CPG, ideally within Food & Beverage. - 3+ years of effective sales-focused people management. - Proven success managing Whole Foods and Sprouts, as well as other chain and independent natural channel retailers. - Strong understanding of retail customer dynamics, promotional strategy, and trade spend management. - Experience working with and managing brokers, distributors, and direct retailers (small and large). - Proficiency in syndicated data tools (Nielsen/IRI/SPINS) and retailer-specific portals. - Experience managing customer-specific P&L and delivering against ambitious revenue targets. - Demonstrated ability to scale brands within MULO environments. - Possess excellent interpersonal, listening, verbal, presentation, and written communication skills. - Ability to travel 20-30%. Personal Characteristics - People first leader who invests in developing directly managed team + peer group. - Entrepreneurial and resourceful; thrives in a fast-paced, high-growth environment. - Strategic thinker who pairs long-term vision with operational discipline. - Highly analytical; able to translate data into insights and actionable plans. - Strong relationship-builder and communicator, capable of influencing both internally and externally. - Results-driven, with a track record of delivering sales growth and exceeding targets. - Collaborative team player who partners cross-functionally with transparency and accountability. - Passion for consumer brands, retail partnerships, and the Food & Beverage space. - Excited by TRUFF’s unique brand positioning and driven to help make it a household name. Benefits - Competitive Salary - Performance Bonus - Equity - Comprehensive Health, Dental, Vision & Life Insurance - 401(k) with 3% company match - Generous PTO, Sick Time, Holidays & Parental Leave - Wellness, Internet & Cell Phone Stipends - Company-provided laptop
Role Description The Director of Sales – Natural Channel will serve as a strategic partner to TRUFF’s natural channel retail customers, responsible for managing day-to-day sales operations while driving growth and building strong distributor and broker relationships. This role will lead account planning, promotional execution, trade spend management, and joint business planning, ensuring that TRUFF’s strategies are executed effectively at retail. The Director of Sales will also be responsible for business development, including developing and executing sales strategies, and creating and nurturing customer relationships across our Natural Channel Retailers. This includes strategically developing, planning, tracking, and measuring progress against company objectives and KPIs in a fast-paced, high-growth CPG environment. This position reports to the CCO and will directly manage a Natural Channel Account Manager, handling natural channel chain and independent retailers. What You'll Own - Planning: - Build annual account plans (revenue, distribution, promo targets) aligned to growth goals. - Forecast volume, promo lift, and trade needs with accuracy. - Define KPIs and tracking to drive execution. - Account Operations & Activation: - Own day-to-day customer relationships and sell-in (new items, packaging, innovation). - Execute promo calendars and in-store activation with Marketing/Trade. - Coordinate cross-functionally to meet customer deadlines. - Use syndicated/retailer insights and category trends to inform plans. - Sales & Trade Management: - Manage trade budgets for ROI; track deductions, promo efficiency, and sales. - Own customer P&L inputs; recommend pricing/promo adjustments to protect margin. - Risk & Compliance: - Anticipate forecast/relationship risks; propose mitigations. - Ensure compliance with customer terms, contracts, and promo guidelines. - Monitor execution across supply chain/retail and resolve issues fast. - Growth & Partnerships: - Expand distribution, win secondary placements, and drive incremental volume. - Deliver data-driven sell stories/category reviews; represent TRUFF at key meetings and events. - Lead distributor, broker, and third-party partner relationships to maximize results. - People Leadership: - Directly manage and guide Account Manager role to meet and exceed KPI’s associated with natural channel customers. - Ensure effective performance management process is conducted, enabling the account manager to have the support needed, obstacles removed, and proper guidance to develop and thrive. Qualifications - 7+ years of progressive sales experience in CPG, ideally within Food & Beverage. - 3+ years of effective sales-focused people management. - Proven success managing Whole Foods and Sprouts, as well as other chain and independent natural channel retailers. - Strong understanding of retail customer dynamics, promotional strategy, and trade spend management. - Experience working with and managing brokers, distributors and direct retailers (small and large). - Proficiency in syndicated data tools (Nielsen/IRI/SPINS) and retailer-specific portals. - Experience managing customer-specific P&L and delivering against ambitious revenue targets. - Demonstrated ability to scale brands within MULO environments. - Possess excellent interpersonal, listening, verbal, presentation, and written communication skills. - Ability to travel 20-30%. Personal Characteristics - People first leader who invests in developing directly managed team + peer group. - Entrepreneurial and resourceful; thrives in a fast-paced, high-growth environment. - Strategic thinker who pairs long-term vision with operational discipline. - Highly analytical; able to translate data into insights and actionable plans. - Strong relationship-builder and communicator, capable of influencing both internally and externally. - Results-driven, with a track record of delivering sales growth and exceeding targets. - Collaborative team player who partners cross-functionally with transparency and accountability. - Passion for consumer brands, retail partnerships, and the Food & Beverage space. - Excited by TRUFF’s unique brand positioning and driven to help make it a household name. Benefits - Competitive Salary - Performance Bonus - Equity - Comprehensive Health, Dental, Vision & Life Insurance - 401(k) with 3% company match - Generous PTO, Sick Time, Holidays & Parental Leave - Wellness, Internet & Cell Phone Stipends - Company-provided laptop
Technical Salesperson I
RalliantRalliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life — faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what’s possible, bringing the digital future one step closer every day. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix – join us in revolutionizing a better tomorrow!
Role Description Prestar suporte comercial aos clientes da região, fechar negócios e estreitar relacionamento com clientes. - Prospectar visitas e contatos - Mapear os clientes da região - Apresentar comercialmente os produtos SPTech - Negociar pedidos e programações - Potencializar os números de vendas - Mapear concorrência, aplicações e segmentos na região atuante - Cadastrar contatos e clientes no CRM da empresa - Participar de feiras potenciais para os produtos SPTech - Administrar o funil de propostas, leads e oportunidades - Buscar novos parceiros de Distribuição para melhor cobertura de vendas - Atendimento telefônico a clientes - Elaboração de propostas comerciais - Acompanhamento de propostas enviadas (Follow-up) - Análise crítica de pedidos recebidos - Elaboração de relatórios comerciais - Acompanhamento das liberações dos pedidos - Relatórios de premiação - Controle de empréstimos e demonstrações - Solicitação de análise de crédito - Participar de reuniões para gestão do funil de vendas - Entrar em contato com o cliente para cobrar atraso de pagamento Company Description Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life — faster, smarter, and more reliably. Specialty Product Technologies (SPT) has grown to be a global leader as a core technology company comprised of several strong product lines. SPT designs, manufactures, and markets innovative products, services, and technologies to deliver manufacturing/operational efficiencies, cost-effective solutions, and high-quality products demanded by today’s industrial automation marketplace. Founded in 1901 as the Veeder Manufacturing Company, the company joined the Danaher portfolio in 1986 and has continued to grow. Today, SPT is part of the Ralliant Corporation. We Are an Equal Opportunity Employer: Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law.
Role Description We are looking for highly motivated people with great communication skills to join our team as Sales Executives. The ideal candidate will be someone who thrives on engaging prospective customers via profiled but often cold leads, talking to them about their digital marketing needs, and recommending solutions that will deliver real value for their business. An already accomplished sales professional, you need to be highly organised, able to learn quickly, and be digitally savvy. Salary & Earnings Potential: £29,000 DOE with uncapped commission - OTE £50k+ Working Hours: Monday to Thursday 8.30am - 5pm, Friday 8.30am - 4pm, no weekends! Please ensure you can commit to the required working hours for this role before submitting your application. Benefits - Gold Award Incentive: To performer awards - Uncapped Bonuses: A strong motivator for ambitious sales professionals - Career Progression: Yell offers excellent opportunities for advancement, with 93% of current management promoted from within - Employee Assistance programme: 24/7 support available - Exclusive discounts: Save big at 900+ outlets, from groceries and fashion to tech and travel - Wellbeing: Access a wide range of resources to support your mental, financial, and physical health – including discounted gym memberships, free eye tests, and savings on eyecare - Pension: Excellent pension scheme available (eligibility criteria apply) - Everyone’s covered: Life insurance for all team members - Supportive Team Environment: Leadership is actively involved and supportive - Proven Product Set: Customers love what’s being offered—this builds trust - Development Opportunities: Access to training through the Aspire Programme for continuous skills growth. - Inclusive Culture: Yell values diversity and inclusion, welcoming applicants from all backgrounds. Key Responsibilities - Identify Key Opportunities: Proactively identify and capitalise on opportunities to recommend tailored solutions for targeted customer profiles, driving meaningful engagement and results, whilst capitalising on growth opportunities within existing accounts. - End-to-End Digital Advertising Management: Lead the process of recommending, securing, onboarding, and managing digital advertising solutions, ensuring seamless execution and client satisfaction. - Collaborative Product Development: Partner closely with product development teams to ensure marketing solutions meet and exceed customer expectations, optimising effectiveness and user experience. - Data-Driven Insights: Continuously monitor product performance, providing clients with actionable insights and data-driven recommendations that maximise return on investment (ROI) and campaign success. - Industry Expertise: Stay ahead of industry trends, algorithm updates, and emerging advertising technologies to maintain a competitive edge and offer innovative solutions to clients. - Comprehensive Client Reporting: Deliver detailed, insightful reports on campaign performance, providing clear analysis and strategic recommendations for ongoing optimisation and success. Qualifications - Sales Experience: Proven track record in high-level sales roles, including closing - Target-Oriented: Highly motivated by goals, consistently achieving and surpassing targets with a results-driven mindset. - Exceptional Communication: Excellent verbal and written communication, with the ability to deliver compelling presentations and articulate complex concepts to clients and stakeholders. - Customer-Centric Approach: Focused on understanding customer needs and delivering tailored, value-driven recommendations that align with their goals and drive success. - Resilient and Tenacious: Demonstrates unwavering determination to persevere through challenges, maintaining motivation and bouncing back quickly from setbacks. - Multi-Tasking and Client Management: Ability to efficiently manage multiple clients and campaigns simultaneously, ensuring high levels of customer satisfaction and campaign success. - Adaptable: Flexible and resourceful, able to pivot quickly in response to changing situations, evolving customer demands, and product advancement. - Expert in Cold Outreach: Skilled in engaging cold leads, particularly within established businesses, with a strong ability to build rapport and generate interest.
