Specialty Sales Operations Planner

Hewlett Packard Enterprise

Sales Operations Planner focused on enhancing sales operations at Hewlett Packard Enterprise, leveraging CRM tools and cross-functional collaboration with sales and marketing teams.

Posted 4/21/2026full-timeSpring • California, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $71,400 - $164,400 per yearWebsite

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.
Excellent business liaison skills.
Outstanding communication and interpersonal skills with a strong customer service attitude.

Benefits

Comp & perks

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

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 & Tools

sales planningcapacity modelingprocess improvementsdata accuracyreportingquote to order lifecycleanalytical skillsExcelAnaplanSalesforce.com

Soft Skills

initiativeflexibilityprioritizationattention to detailorganizationcustomer servicecommunicationinterpersonal skillshigh energyability to handle multiple assignments

Certifications

Bachelor's Degree