Ultimate Software

Lead Sales Strategy & Planning Analyst

Ultimate Software$102K — $147K *
US-AnywhereRemote in United States
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience supporting VP+ level Sales Leaders in a SaaS environment
  • Strong understanding of sales cycles, forecasting methodologies, and pipeline metrics
  • Excellent judgment and interpersonal communication skills
  • Highly skilled in Excel, PowerBI, Microsoft suite, and Salesforce.com
  • Proven ability to build credibility and rapport with stakeholders at all levels

Responsibilities

  • Support business needs and strategic planning for the Group Vice President in a proactive capacity
  • Collaborate with Sales leaders to build and manage sales territories for the Enterprise Retail vertical
  • Conduct weekly forecasting sessions to assess sales forecasts and identify risks and opportunities
  • Serve as a trusted advisor for Sales leaders, handling inquiries related to Salesforce and sales tools
  • Ensure accuracy of sales data in Salesforce and other systems
  • Provide guidance and training on Salesforce best practices to sales partners
  • Develop customized reports and dashboards in Clari and Salesforce to enhance sales initiatives

Benefits

  • Comprehensive health and wellness offerings
  • Performance-based bonus plan
  • Restricted stock unit award opportunities
  • Flexible work environment
  • Career development and training programs
Full Job Description
The role of the Sales Business Analyst is crucial in supporting UKG's Sales teams, existing customer base, and the acquisition of new clients. This position involves conducting moderately complex analyses of business objectives, financial data, and the broader business landscape. Successful candidates must possess deep Sales partnership skills and proficiency in sales tools, as well as the ability to gather, analyze, and interpret a wide range of sales data to enhance sales performance. A thorough understanding of standard sales operations metrics is required, including insights into the sales process, sales cycle, conversion rates, and win rates. As part of your role, you will have the following key responsibilities: • Work directly with Group Vice President to support business needs, strategic planning, in a proactive Chief of Staff type of capacity • Collaborating closely with Sales leaders to build, model & oversee sales territories specific to the Enterprise Retail vertical. This position entails the development of a structured process for handling transitions in account management, with assistance from the Account Governance Team for data-related requirements in Salesforce. • Conducting weekly forecasting sessions with sales representatives and leaders to identify forecast risk, opportunity, and overall health. • Serving as a trusted advisor and primary point of contact for the Group Vice President, Sales Vice President, and sales representatives, while addressing inquiries related to Salesforce and sales tools and managing ad-hoc data requests. • Ensuring the accuracy and integrity of sales and account data within Salesforce and other relevant systems. • Partner with members of the GTM function to provide program support for growth initiatives (i.e. Sales Plays, pipeline hygiene) • Providing guidance on best practices for Salesforce and facilitating training sessions for sales partners to promote consistent adoption of Salesforce tools. • Acting as a direct liaison between the sales and Salesforce systems teams. • Developing customized reports and dashboards in Clari and SFDC to support sales initiatives. Work with the GTM Advanced Analytics team and Finance to develop tools, dashboards, and workflows to improve efficiency and visibility • Managing and conducting audits on data, sales roles, users, and sharing rules utilized by the sales department. • Reviewing closed deals to verify data accuracy and ensure system alignment. • Offering system enablement and tool administrative support to the sales leadership team as needed. • Participating in ongoing auditing activities and month-end audits to ensure data accuracy and integrity. • Support Quarterly Business Review preparation and executive level slideware as needed Required Qualifications: • 5+ years supporting VP+ level Sales Leaders in a SaaS company with a deep understanding of the sales cycle, forecasting methodologies, deal qualification and pipeline metrics • Passion to grow their role and desire to be a trusted business advisor to field leadership • Excellent judgment, interpersonal, communication skills, and follow-through • Excellent written and verbal communication, with active listening and summarization skills • Highly skilled in Excel, PowerBI, Microsoft suite, and Salesforce.com • Highly self-motivated, analytical with demonstrated problem solving, and have sound business decision making skills in a fast-paced environment • Proven ability to build credibility, trust, and rapport with stakeholders at all levels Preferred Qualifications: • Experience specifically supporting Enterprise Sales leaders and sellers with an understanding of Enterprise size business nuances and metrics. • Bachelor's degree in business administration, Finance, Data Analytics, or a related field • Proficient in slideware creation in PowerPoint and presenting at an executive level • Excellent analytical and problem-solving skills • Familiarity and prior usage of Clari, MEDDPPIC • Ability to proactively influence, advise, and collaborate with teams • Experience working in a remote team environment and cross-functionally Travel Requirements: • Less than 25% Travel What We Value: • Be Unreasonably Passionate. • Be Humble. • Stay Curious. • Lead with Solutions. • Own the Result. • Do More. The pay range for this position is $102,300 to $147,050. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG's benefits and rewards at https://www.ukg.com/about-us/careers/benefits

About Ultimate Software

Ultimate Software is a leading provider of cloud-based human capital management (HCM) solutions. The company's UltiPro platform offers a comprehensive suite of HR, payroll, and talent management tools designed to help organizations manage their workforce more effectively. Ultimate Software was founded in 1990 and is headquartered in Weston, Florida. The company has received numerous awards for its workplace culture and has been recognized as one of the best places to work in the United States. In 2019, Ultimate Software was acquired by private equity firm Hellman & Friedman in a deal valued at $11 billion.
Learn more about Ultimate Software
Size
5,600 employees
Industry
Founded
1990

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