Senior Director, Strategy and Planning Lead

About the Role

Job Requisition  # 26WD95054

Own the quarterly and annual sales planning engine for sales: aligning growth goals, segmentation, and coverage model. Drive input for long-range plan and annual operating plan while producing executive-ready materials for key forums.

Within Sales Strategy & Excellence (executes on strategic initiatives and coordinates cross-functional efforts); core member of the Sales leadership cadence.

• Lead quarterly and annual sales planning, aligning growth goals, segmentation, coverage/territory design, capacity, and resource allocation.
• Collect and synthesize worldwide sales input for long-range plan and annual operating plan; drive CRO review/approval and codify enterprise priorities and decisions.
• Build executive-ready materials and run the cadence for quarterly business planning, quarterly business review, preparation for annual operating plan and long-range plan, and growth priority reviews; document decisions, owners, and timelines.
• Surface risks and trade-offs with clear options and recommendations; secure timely leadership decisions and ensure follow-through.

• Bachelor's degree in Business Administration, Marketing, or a related field. MBA or relevant advanced degree preferred.
• A minimum of 10 years of experience in sales strategy, planning, and operations, with at least 5 years in a leadership role.
• Proven track record in driving annual and quarterly sales planning processes, aligning sales strategies with corporate growth goals.
• Experience working in a high-growth, dynamic environment, preferably within the technology or software industries.

• Strong strategic and analytical thinking skills with the ability to synthesize complex information and develop actionable insights.
• Excellent project management skills with the ability to lead multiple high-priority projects simultaneously.
• Proficient in collaboration and communication, particularly in developing content for executive-level presentations and meetings.
• Demonstrated ability to work closely with senior executives, including Chief of Staff and Chief Revenue Officers, to drive strategic initiatives and sales planning.
• Strong understanding of sales segmentation and coverage models, with experience in optimizing these models to drive sales performance.
• Capable of managing and prioritizing shared analyst resources to ensure effective utilization based on project needs.

• Proven leadership experience with the ability to manage, mentor, and develop a high-performing team.
• Strong decision-making skills with experience in resource allocation and project prioritization to maximize strategic outcomes.
• Ability to foster a culture of excellence, collaboration, and continuous improvement within the sales strategy and planning team.

• Proficiency in sales planning and analytics tools, as well as advanced skills in Microsoft Office Suite (Excel, PowerPoint, etc.).
• Familiarity with CRM and ERP systems, with the ability to leverage these tools for informed decision-making and strategic planning.

• Excellent verbal and written communication skills, with the ability to convey complex ideas clearly and persuasively.
• Strong interpersonal skills with the ability to build and maintain relationships across various functions and levels within the organization.
• High level of integrity and professionalism, with a commitment to enhancing organizational effectiveness and driving business success.

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