Senior Sales Planning Analyst

Job description

We’re in an unbelievably exciting area of tech and are fundamentally reshaping the data storage industry. Here, you lead with innovative thinking, grow along with us, and join the smartest team in the industry. This type of work—work that changes the world—is what the tech industry was founded on. So, if you're ready to seize the endless opportunities and leave your mark, come join us. We are seeking a highly motivated and detail-oriented Senior Sales Planning Analyst to join our Global Sales Operations team. This role is central to our account data cleanup initiatives, and will play a critical part in maintaining account data integrity, supporting sales planning operations, driving process governance, and enabling accurate downstream reporting and sales execution. The ideal candidate has deep, hands-on experience managing and remediating account data at scale — including hierarchy corrections, segmentation cleanup, and disposition standardization — combined with strong business acumen, analytical rigor, and problem-solving capabilities. This individual should be comfortable working cross-functionally across Sales Planning, MDM, and Engineering teams to drive operational excellence, scalable processes, and high-quality master data management. Key Responsibilities Account Data Cleanup & Remediation • Lead end-to-end account data cleanup projects, including identifying, prioritizing, and resolving data quality issues across account hierarchy, segmentation, revenue, industry, and disposition fields. • Own and drive large-scale remediation efforts for incorrect parent-child hierarchies, segment misclassifications, inactive accounts, and missing or invalid dispositions. • Track, monitor, and document overrides to key account attributes to ensure alignment with Sales Planning policies, business rules, and reporting requirements. • Maintain audit-ready documentation and traceability for manual overrides, hierarchy modifications, and disposition changes to support internal controls, governance standards, and financial reporting compliance. • Support and manage Reltio workflow notifications by monitoring data issues, routing system alerts to appropriate stakeholders, and driving timely resolution and follow-through. Account Data Governance & Integrity • Own and maintain the accuracy of account data across systems including Salesforce (SFDC), Reltio, D&B, and Anaplan. • Monitor and manage account hierarchy, segment, revenue, industry, and other key account attributes to ensure alignment with Sales Planning rules and reporting requirements. • Serve as the go-to expert on account data structure and integrity, setting standards for how data quality issues are identified and resolved. Proactive Audits & Process Improvement • Design and execute periodic audits to validate account hierarchies, segmentation, assignments, and key planning attributes. • Partner with MDM and IT teams to identify root causes and implement scalable process improvements that prevent data quality issues upstream. • Recommend and drive operational enhancements that improve data quality, governance, and planning efficiency. Sales Planning Support • Support the annual and ongoing sales planning cycles by validating account assignments and planning-related data across SFDC, Reltio, and Anaplan. • Monitor key fields and dependencies that impact quota assignment, territory alignment, forecasting, and sales crediting. • Provide analytical support and insights to improve planning accuracy and operational effectiveness. Cross-Functional Collaboration • Collaborate closely with Sales Planning, MDM, Engineering, and Sales Operations stakeholders to resolve account-related issues and improve business processes. • Serve as a trusted partner and subject matter expert on account hierarchy management, data governance, and planning operations best practices. • Effectively communicate findings, risks, and recommendations to stakeholders across global teams. Qualifications • 8+ years of experience in Sales Operations, Business Operations, or Master Data Management, with a strong track record of hands-on account data cleanup, hierarchy remediation, and governance work (required — this is a core function of the role, not a peripheral responsibility). • Demonstrated experience leading or executing large-scale data cleanup or remediation projects involving account hierarchies, segmentation, or master data. • Strong hands-on experience with Salesforce (SFDC) and Anaplan; hands-on experience with Reltio and D&B strongly preferred (not just familiarity). • Advanced proficiency in Excel and Google Sheets for analysis and reporting. • Solid understanding of sales planning processes, territory management, quota allocation, and sales compensation dependencies. • Excellent communication skills with the ability to collaborate across global teams and influence without authority. • Proven ability to work cross-functionally and influence stakeholders in a matrixed global environment. • Strong verbal and written communication skills with the ability to simplify complex operational issues. • Self-driven, highly organized, and adaptable with a continuous improvement mindset. • Experience supporting global sales organizations is preferred. #LI-ONSITE