Summary
The Sales Planning and Performance Analyst is responsible for a variety of sales and corporate support functions. These activities include owning or assisting with some or all of the following activities: territory analysis, sales/quota planning, bookings forecasting, sales process improvement efforts, and designing and maintaining sales analysis and reporting.
What You’ll Do
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Works with sales & operational leadership to provide data and insights to help drive business decisions
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Creates and maintains active territory model based on current company objectives
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Works with sales leadership to optimize periodic sales territory realignments and set equitable quotas
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Creates and maintains documentation of team processes
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Assists in Sales Compensation validation process
What You’ll Need
Minimum Qualifications:
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Requires a Bachelor’s degree and a minimum of 2 years of related experience; or an advanced degree without experience
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Experience with Salesforce or related CRM tool
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Experience manipulating and analyzing data in Excel
Preferred Qualifications:
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Ability to set priorities, meet deadlines, deliver quality, and manage multiple projects/deliverables in a fast-paced and dynamic environment
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Ability to collect, clean, analyze, and distill small and large data sets with strong self-review, high attention to detail, and effective/scalable utilization of tools and processes.
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Ability to communicate complex issues in an effective way that allows the Analyst and others to understand and approach opportunities.
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Possesses and focuses on strong decision making, and continually works to refine and expand their decision making skills and framework.
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Experience with Sales Performance Management tools (Xactly, Clari, Anaplan or similar tools)
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Experience with SQL, R and VBA
Travel Requirement
Up to 10% travel
Working Conditions & Physical Requirements
Reliable internet access for any period of time working remotely, not in a Workiva office.
How You’ll Be Rewarded:
- Salary range in the US:
$61,000.00 - $104,000.00
- A discretionary bonus typically paid annually
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.
Where You’ll Work
Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.
We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.
At Workiva, you’ll enjoy:
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Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.
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Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.
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Involvement: Ability to participate in Business Employee Resource Groups (Black, Hispanic, Asian, Women, Rainbow (LGBTQIA+), Veterans, Disabilities), Volunteering, Company wide celebrations, and more
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Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.
Learn more about life at Workiva: https://www.linkedin.com/company/workiva/
Learn more about benefits: https://www.workiva.com/careers/benefits
Workiva is an Equal Employment Opportunity and Affirmative Action Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic. We strongly encourage and welcome people from historically marginalized groups to apply.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].
Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
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What We Do
Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.
Why Work With Us
Our mission at Workiva—powering transparent reporting for a better world—is driven by company values and principles. They inspire and guide what we do—from how we build our software to how we treat our employees. Here you have the freedom and resources you need—backed by a culture of collaboration and diverse thought—to keep breaking new ground.
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