Salesforce Planning Manager (INDG)

Bloomberg Industry Group

Arlington, VA

Full Time

Senior

25 days ago

Job Description

About the Role

The Salesforce Planning Manager at Bloomberg Industry Group is responsible for leading territory planning and quota setting to align sales targets with financial goals. The role involves designing and optimizing sales territories, managing the Salesforce ecosystem, and collaborating with cross-functional teams to improve sales processes and CRM experience. The position supports revenue growth and organizational development through strategic sales planning and execution.

Key Responsibilities

Lead sales quota planning processes in alignment with revenue goals and market opportunity; partner with Finance and HR to ensure quotas align with compensation plans and incentives
Develop and maintain detailed, automated models and forecasting tools to support quota setting processes
Develop and maintain scalable reporting to track and analyze key metrics
Design, analyze, and maintain sales territories based on key factors including customer data, market potential, and performance metrics
Collaborate with Sales Leadership, Marketing, and Finance to align territory design with business strategy
Evaluate territory performance routinely and assess the impact of adjustments to maximize coverage and productivity
Communicate territory and quota plans clearly and effectively to leadership teams
Ensure data integrity across CRM, territory planning tools, and compensation systems; partner with Salesforce Engineering and Policy teams to implement technical solutions and streamline processes
Analyze and evaluate existing sales processes to identify areas for improvement and efficiency gains; collaborate with cross-functional teams to redesign and implement streamlined sales workflows

Requirements

Bachelor's degree in Business, Finance, Economics, Information Systems, or equivalent experience
5+ years of experience in sales operations or revenue operations
Proven expertise in sales territory design and quota setting
Strong analytical and problem-solving skills, with proficiency in modeling and data visualization tools
Experience working with CRM systems (e.g., Salesforce) and territory planning tools (e.g., Xactly, AlignStar, Anaplan, or similar)

Qualifications

Bachelor's degree in Business, Finance, Economics, Information Systems, or equivalent experience
5+ years of experience in sales operations or revenue operations

Benefits & Perks

Parental leave

Working at Bloomberg Industry Group

Bloomberg Industry Group maintains a policy of non-discrimination in employment and is committed to attracting, retaining, developing, and promoting qualified individuals without regard to protected characteristics. The company emphasizes equal opportunity and access for all persons.

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