Responsibilities

Territory Planning Management

- Design and maintain territory structures and account portfolios across all sales segments
- Execute bi-monthly and annual planning cycles, including DS-SDR territory changes, AM portfolio updates, etc
- Manage in-year territory changes: transfers, account moves, holdbacks, and inter-team transitions
- Run recurring audits (inactive reps, temporary territories, opportunities) to maintain data integrity in Salesforce
- Serve as the first point of contact for territory escalations and queries from Sales
- Support AM portfolio rebalancing using AUM, rep performance, and account potential data

Process Excellence

- Own Wiki documentation for all key processes - creating and maintaining playbooks that are repeatable, auditable, and transferable
- Proactively identify and implement improvements to the speed, accuracy, and scalability of territory processes
- Support UAT and rollout of Salesforce or tooling changes that impact territory and account data

Reporting Analytics

- Build and maintain dashboards and reports giving Sales leadership visibility into territory health, AUM, and account coverage
- Analyze territory and account data to surface trends and actionable insights
- Support cross-functional projects and special analyses for Sales, Finance, and Operations leadership

AI Technology

- Actively use AI tools (Glean, Copilot, etc.) daily for analysis, territory modeling, documentation, and reducing manual effort




- Identify opportunities where AI can improve process quality and scalability; drive those improvements independently
- Share AI approaches with teammates and apply AI responsibly, validating outputs and maintaining data privacy

Requirements

- Associate: 1-2 yrs in sales/revenue operations or data analysis.
- Senior Associate: 3-4 yrs in sales ops, territory planning/management, or a data-centric role. Exposure to territory design, account workflows, or CRM administration is a plus.

Technical Skills

- Salesforce: account ownership, prospect fields, territory data
- Advanced Excel (pivot tables, complex formulas, large datasets)
- AI/productivity tools: Claude, Copilot, ChatGPT, or equivalent
- BI tools (Tableau, Power BI, Sigma): an advantage

Core Competencies

- High attention to detail: this role involves recurring, accuracy-critical workflows
- Effective communicator across Sales reps, managers, and senior leadership
- Collaborative, responsive, and able to manage competing priorities with professionalism
- Strong analytical mindset with the ability to work with complex datasets and translate findings into clear recommendations
- Growth mindset: eager to learn, embrace AI tools, and push for smarter ways of working

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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