Job Summary

The Sales Planning skilled is responsible for developing, analyzing, and executing sales strategies to drive revenue growth. This role involves forecasting sales, supporting decision-making with data insights, aligning sales targets with business objectives, and ensuring efficient sales operations.

Key Responsibilities

1. Sales Planning & Strategy

- Develop short-term and long-term sales plans aligned with organizational goals
- Translate business objectives into actionable sales targets
- Support leadership in defining market expansion and growth strategies

2. Forecasting & Budgeting

- Prepare accurate sales forecasts using historical data and market trends
- Analyze variances between forecasted and actual sales performance
- Assist in annual budgeting and periodic sales projections

3. Data Analysis & Reporting

- Track sales KPIs (revenue, conversion rates, pipeline health, etc.)
- Generate dashboards and reports for senior management
- Identify sales trends, opportunities, and areas of improvement

4. Sales Performance Management

- Monitor performance against targets and suggest corrective actions
- Drive performance reviews and sales productivity analysis
- Support incentive plan design and evaluation





5. Cross-functional Coordination

- Collaborate with marketing, finance, and operations teams
- Align demand planning, supply chain, and sales activities
- Support product launches and promotional planning

6. Process Improvement

- Optimize sales planning tools, systems, and processes
- Implement best practices for forecasting and planning accuracy
- Ensure data integrity and standardization

Qualifications & Skills

Education

- Bachelors degree in Business Administration, Finance, Marketing, or related field
- MBA preferred (optional depending on role level)

Experience

- 3–8 years of experience in sales planning, business analytics, or sales operations
- Experience with forecasting, CRM tools, and data analysis

Key Skills

- Strong analytical and data interpretation skills
- Advanced Excel / BI tools (Power BI, Tableau, etc.)
- Forecasting and planning expertise
- Business acumen and strategic thinking
- Excellent communication and stakeholder management
- Problem-solving and decision-making abilityRole & responsibilities

Preferred candidate profile

📌 Opening For Sales Strategy and MIS-Leading NBFC (Mumbai)
🏢 Edelweiss Financial Services
📍 Mumbai