- Location
- Bangalore, India
- Department
- Operations
- Seniority
- Senior
- Experience
- 8+ years
- Source
- Greenhouse
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 Sales Planning Analyst to join our Global Sales Operations team. This role 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 combines strong business acumen with analytical rigor, critical thinking, and problem-solving capabilities. This individual should be comfortable working cross-functionally across Sales Planning, MDM, Finance, and IT teams to drive operational excellence, scalable processes, and high-quality master data management.
Key Responsibilities:
Data Stewardship & Operational Support
- Track, monitor, and document overrides to key account attributes including hierarchy, revenue, segment, industry, and other planning-related fields 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.
- Lead disposition cleanup and standardization efforts across account records to improve data consistency, planning accuracy, and downstream reporting integrity.
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.
- Investigate and resolve data quality issues including incorrect parent-child hierarchies, segment misclassifications, inactive accounts, and missing or invalid dispositions.
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.
- 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, Finance, IT, 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.
- Design and execute periodic audits to validate account hierarchies, segments, and assignments.
- Partner with the MDM team to resolve root causes and implement sustainable fixes.
- Propose and implement process improvements to prevent data quality issues upstream.
Qualifications
- 8+ years of experience in Sales Operations, Business Operations, or Master Data Management roles.
- Strong hands-on experience with Salesforce (SFDC) and Anaplan; familiarity with Reltio, D&B, and account hierarchy tools is preferred.
- 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
WHAT YOU CAN EXPECT FROM US:
- Innovation: We celebrate those who think critically, like a challenge, and aspire to be trailblazers.
- Growth: We give you the space and support to grow along with us and to contribute to something meaningful. We have been named Fortune's Best Workplaces in Technology™, Fortune's Best Workplaces in the Bay Area™, and certified as a Great Place to Work®!
- Team: We build each other up and set aside ego for the greater good.
And because we understand the value of bringing your full and best self to work, we offer a variety of perks to manage a healthy balance, including flexible time off, wellness resources, and company-sponsored team events. Check out purebenefits.com for more information.
ACCOMMODATIONS AND ACCESSIBILITY:
Candidates with disabilities may request accommodations for all aspects of our hiring process. For more on this, contact us at [email protected] if you’re invited to an interview.
OUR COMMITMENT TO A STRONG AND INCLUSIVE TEAM:
We’re forging a future where everyone finds their rightful place and where every voice matters. Where uniqueness isn’t just accepted but embraced. That’s why we are committed to fostering the growth and development of every person, cultivating a sense of community through our Employee Resource Groups and advocating for inclusive leadership.
Everpure is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other characteristic legally protected by the laws of the jurisdiction in which you are being considered for hire.
Join us and bring your best.
Bring your bold.
Pure and simple.
