Territory Planning Manager (INDG)

Bloomberg Industry GroupArlington, TX

About The Position

We are seeking a detail-oriented and analytical Territory Planning Manager with expertise in territory planning and quota setting. In this role you will lead modelling and setting of quota allocation, ensuring alignment between financial targets and sales execution. You will drive the design, implementation and optimization of sales territories and quotas to ensure optimal opportunity, market coverage, and maximize productivity across the sales team. You will also help manage the Salesforce ecosystem and collaborate closely with other INDG commercial teams to support Sales & Service processes and to continuously improve the CRM experience. Your role is essential in ensuring seamless execution of sales processes, maximization of revenue, and support of the organization’s continued growth.

Requirements

  • Bachelor’s degree in Business, Finance, Economics, Information Systems, or equivalent experience
  • 7+ years of experience in sales operations or revenue operations
  • Proven expertise in sales territory design and quota setting
  • Strong analytical and problem-solving skills, with proficiency in modeling and data visualization tools
  • Experience working with CRM systems (e.g., Salesforce) and territory planning tools (e.g., Xactly, AlignStar, Anaplan, or similar)

Responsibilities

  • Lead sales quota planning processes in alignment with revenue goals and market opportunity; partner with Finance and HR to ensure quotas align with compensation plans and incentives
  • Develop and maintain detailed, automated models and forecasting tools to support quota setting processes
  • Develop and maintain scalable reporting to track and analyze key metrics
  • Design, analyze, and maintain sales territories based on key factors including customer data, market potential, performance metrics
  • Collaborate with Sales Leadership, Marketing, and Finance to align territory design with business strategy
  • Evaluate territory performance routinely and assess the impact of adjustments to maximize coverage and productivity
  • Communicate territory and quota plans clearly and effectively to leadership teams
  • Ensure data integrity across CRM, territory planning tools, and compensation systems; partner with Salesforce Engineering and Policy teams to implement technical solutions and streamline process
  • Analyze and evaluate existing sales processes to identify areas for improvement and efficiency gains; collaborate with cross-functional teams to redesign and implement streamlined sales workflows
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