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Global Planning Manager
GenesysGlobal Planning Manager driving sales planning processes and tooling to support Sales and Marketing initiatives. Working in a fast-paced environment focused on professional growth and strategic contributions.
Posted 5/6/2026full-timeIndianapolis • Illinois, Missouri, North Carolina, Ohio • 🇺🇸 United StatesSeniorLead💰 $109,000 - $191,600 per yearWebsite
Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Drive and implement Workday Adaptative Planning’s capabilities for the sales planning and territory & quota setting process.
- Work side-by-side with external implementation vendors to educate them on our process, critical planning elements, and ensure requirements are addressed as part of the onboarding process.
- Curate views within the Sales Planning tool with Regional Sales Operations to facilitate analysis in support of the fiscal year planning cycle.
- Interpret, validate, and analyze data outputs by leveraging dashboarding, modeling, and other data visualization techniques.
- Develop data products and views that can be leveraged for planning and target setting within the Revenue Operations team as well as other teams across Genesys.
- Manage and facilitate regional reporting requirements including but not limited to; Work to remove duplication of effort and ensure we are leveraging centrally produced dashboards and reports where possible.
- Work with the planning leads to ensure business reporting requirements are captured and included in global reporting initiatives.
- Support Global operations in reconciling and ensuring consistency from various data sources and assist in driving the automation of analytics in support of planning.
- Provide insights into effectiveness of specific programs and investments and report progress against those assumptions laid out in planning through the budget and bookings-based outcomes.
- Work with Global Planning Lead, to drive Globally Consistent Cadence planning schedule; including but not limited to: Understanding potential hierarchy structural changes, Incorporation of strategic initiatives into the planning framework, Create clear and consistent vocabulary leveraged cross functionally, Integration of a globally consistent capacity model, Ensure our outputs and insights are aligned to the corporate strategic pillars, aligned to finance’s budget process and frameworks, and investment trade-off implications are clear to stakeholders.
- Coach, enable, and work with stakeholders to ensure they can derive insights and drive action from produced analytics.
- A willingness to learn new software and tools to enable better decision making by sales business partners.
- Able to operate successfully in a lean, fast-paced organization, and to create a vision and organization that can scale quickly.
- Responsible for managing various projects, demonstrating coachability and adaptability to stakeholder preferences.
Requirements
What you’ll need- Bachelor’s degree in Business, Economics, Computer Science, Information Management or Statistics.
- Proven experience with the development and implementation of Workday Adaptive Planning
- Understanding of sales processes, quota & territory modelling, target setting, and compensation models.
- Advanced level in Excel leveraging PowerBI, advanced formulas, financial modelling, and PowerPoint.
- Strong knowledge of and experience writing in SQL.
- SOQL knowledge is a plus.
- Experience in automating workflows leveraging ChatGPT, Claude, or other AI tools.
- Experience in Salesforce workflows, Snowflake, Databricks, Tableau, and running SQL queries.
- Minimum 8+ years professional experience in analytics, operations, or planning type role.
- Strong written and verbal communication skills with a track record of presenting to senior management.
- Strong analytical skills and attention to detail to be able to capture stakeholder needs and translate them into written application and operational requirements.
- Strong team player with ability to work cross culturally and across business units.
Benefits
Comp & perks- Medical, Dental, and Vision Insurance.
- Telehealth coverage
- Flexible work schedules and work from home opportunities
- Development and career growth opportunities
- Open Time Off in addition to 10 paid holidays
- 401(k) matching program
- Adoption Assistance
- Fertility treatments
ATS Keywords
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Hard Skills & Tools
Workday Adaptive PlanningExcelPowerBISQLSOQLfinancial modelingdata visualizationanalyticsautomationsales processes
Soft Skills
communicationanalytical skillsattention to detailteam playercoachabilityadaptabilitystakeholder managementcross-cultural collaborationproject managementvision creation