The Sales Planning Lead leads the sales-planning process and configuration, demand intake, design decisions and agent-squad delivery for the planning tower. The role owns the accuracy and timeliness of quota, territory and hierarchy operations across the seven segments and the quality of the planning-agent build.
Key Responsibilities
Lead quota planning, territory/OptiZip design, hierarchy/PID and RTB operations across 7 segments.
Own planning demand intake, prioritization and design decisions within client policy.
Own the quota-to-comp handoff quality (clean PID/quota alignment).
Direct the planning operations squad (~17) and the planning agent-squad delivery.
Own planning SLAs ticket resolution, quota finalization timeliness and their recovery.
Manage planning process standardization and the exception/runbook library.
Support certification of planning processes through the gate model.
Own planning KPI reporting (attainment, coverage,