Specialty Sales Operations Planner

Hewlett Packard Enterprise

Sales Operations Planner supporting territory planning and quota setting for specialty sales at Hewlett Packard Enterprise. Collaborating with sales, operations, and finance teams to enhance sales processes and reporting.

Posted 7/2/2026full-timeSunnyvale • California, Massachusetts, New Jersey, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $81,400 - $164,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Sales Planning, Quota Setting, and CRM Management, particularly with Salesforce.com and Anaplan. Strong analytical skills and the ability to collaborate cross-functionally to drive process improvements and support strategic initiatives are essential.

Highest-signal resume keywords

Sales Planning ExperienceSalesforce.com AdministrationAnaplan ProficiencyAdvanced Excel SkillsBI Tools Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales PlanningQuota SettingCapacity ModelingData AnalysisProcess ImprovementForecastingReportingQuote ManagementPricing ConfigurationOrder Management

Soft Skills

Analytical SkillsAttention to DetailOrganizational SkillsCommunication SkillsCustomer Service Attitude

Tools & Technologies

Salesforce.comAnaplanExcelTableauPower BILookerOracle CPQ

Industry Keywords

Sales OperationsCross-Functional CollaborationBudgetingStrategic InitiativesProcess Workflows

Tech Stack

Tools & technologies

OracleSFDCTableau

About the role

Key responsibilities & impact

Partner with Sales leadership to support territory planning, quota setting, and capacity modeling
Support annual and quarterly sales planning cycles, including budgeting and target setting
Identify and drive process improvements across sales operations and planning workflows
Serve as a trusted adviser to sales teams and channel on pricing, product configuration, and business terms to support the sales effort
Manage and administer the CRM application, Salesforce.com, and become an authority in the application while providing general administrative support for the tool
Redesign and improve existing sales and operational processes as the organization evolves
Ensure data accuracy and integrity across CRM, forecasting, and reporting systems
Collaborate cross-functionally with Finance, Marketing, and Supply Chain to align plans and assumptions
Provide ad hoc analysis and insights to support strategic initiatives
Build, run, and analyze reports and dashboards for users and managers & in doing so provide insight into the business
Ability to drive the end-to-end life cycle of a quote to an order
Triage new requests and set appropriate delivery expectations with business partners
Partner with sales team and channel to help scope, configure and price quotes
Act as a liaison between sales and order management to streamline booking process
Respond to ad hoc requests flowing into the sales operations group from various teams, regarding reports, processes, requests for assistance, and general support.

Requirements

What you’ll need

Bachelor's Degree required
Typically, 4+ years’ sales planning and delivery experience with Salesforce.com
Anaplan experience required
Experience with Salesforce and Oracle CPQ preferred
Advanced proficiency in Excel
Experience with BI tools (e.g., Tableau, Power BI, Looker) preferred
Ability to take initiative, work flexibly, and set priorities with minimal direct supervision
Strong analytical skills, attention to detail, highly organized and thorough
Demonstrated ability to prioritize and handle multiple assignments with competing deadlines
High energy level and passion in getting the job done right
Ability to apply attained experiences and knowledge in solving routine to moderately complex problems
Excellent business liaison skills
Ability to digest system complexity and articulate to business users in concise and simple language
Outstanding communication and interpersonal skills with a strong customer service attitude.

Benefits

Comp & perks

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion