Sales Planning Analyst Job Description
Sales planning analyst
provides end-user support for Microsoft Office 365, Windows 10, SharePoint, and Microsoft Access databases.
Sales Planning Analyst Duties & Responsibilities
To write an effective sales planning analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included sales planning analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Create detailed tracking sheets for each campaign
Weekly tracking of all campaigns
Weekly Third Party tracking of all applicable campaigns
Check inventory availability
Hold inventory
Enter Insertion Orders
Enter campaign optimizations
Maintain Weekly Estimates for Sales Rep
Fill in Spec sheets on client RFP templates
Work with Finance, Ad Operations and Inventory teams on approval of all campaigns
Sales Planning Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales Planning Analyst
List any licenses or certifications required by the position: APICS, CPIM, CPSM, CSCMP
Education for Sales Planning Analyst
Typically a job would require a certain level of education.
Employers hiring for the sales planning analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Economics, Education, Statistics, Business/Administration, Engineering, MBA, Marketing, Accounting
Skills for Sales Planning Analyst
Desired skills for sales planning analyst include:
Excel
SQL
Seasonal assortments and Key Account strategies
Microsoft Office
Outlook
Standard project management and milestone based task management
Microsoft Excel and Microsoft Access ESSENTIAL
PowerPoint
Experience in a Microsoft Windows environment
MS Office platform
Desired experience for sales planning analyst includes:
Update monthly Third Party Numbers (TPN) worksheet
Gather screen shots for all ad placements
Serve as the point of contact in Sales for billing
Size and segment accounts and merchant industry groups in key geographies and revenue segments
Experience with digital ad servers (including DART) and Salesforce.com
Monitor vendor lead time & on-time compliance to ensure criteria are properly adjusted for optimal inventory management, and ensure speed to market
Sales Planning Analyst Examples
1
Sales Planning Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of sales planning analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales planning analyst
- Advise all levels of management within key distribution departments (production, finance, sales, business affairs, product fulfillment)
- Responsible for providing the Manager Sales Planning with an accurate monthly forecast to be used in all company communications
- Support preparation of weekly forecasting data to provide visibility of bookings from customers as required
- Ensure accurate and timely information is available to sales teams to assist in the monthly/seasonal forecasting process
- Collate sales forecasts into a monthly sales overview, review prior to the Commercial Performance Meetings and challenge where appropriate
- Continually review and develop current methods
- Chair weekly Commercial Performance Meetings, agree forecasts, log all comments and actions for further review
- Track weekly forecast accuracy and build, to be discussed in the Business Update Meeting and with the commercial team
- Take ownership of the back order book process, regularly challenging Sales and Customer Services to ensure actions are taken and the individuals are aware of the implications to the business
- Understand monthly Integrated Business Planning forecast process and support as required
Qualifications for sales planning analyst
- BA/BS in Finance, Management or Business Administration preferred
- Provide insight, ideas, and best practice advice on DCM to less seasoned and new team members
- Provide feedback, coaching, and guidance where appropriate to enhance the development of less seasoned members of the team
- Act as first point of contact for P&A to determine optimal flow for upcoming events and business initiatives
- Strategic Focus/Process Development
- Understand the Sales Planning links to the strategic business plan and individual role that is played to achieve company goals
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Sales Planning Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of sales planning analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for sales planning analyst
- Responsible for assisting supply-side departments (i.e., Operations, Analytics, ) to optimize resource allocation across internal and external client demands
- Identify and communicate retail sales trends by product, store location, region
- Proactively review inventory levels by League/Gender/Category with both the WM Sales Team and the WM Buying Team in an effort to collaboratively make recommendations for both low inventory items excess inventory items
- Supports development and implementation of strategic projects to support category objectives for retail visibility, channel development, assortment/sizing, merchandising, customer marketing, pricing, and promotion
- Provides sales perspective on category volume pacing and forecasts to support the demand consensus process
- Conduct monthly S&OP meetings for handheld product
- Create communication forums (such as “tilt meetings”) to address off-cycle problems and close gaps to plan
- Continuous improvement of accuracy and benefit of the S&OP process
- Other relevant duties may include providing support for financial inventory analysis, creation of annual operating plan, and special projects as needed to support cross-functional initiatives
- Provide support in the deal approval process by tracking and updating the status of deals up through execution
Qualifications for sales planning analyst
- Must be highly motivated with the ability to handle multiple projects in a fast-paced environment
- A minimum of 1 year relevant experience is required
- Must have effective and tactful communication skills, which fosters open dialogue and team involvement
- Advanced spreadsheet skills required
- College diploma desired
- BA/BS in an applicable discipline, such as engineering, finance, mathematics, economics, research or business is required
3
Sales Planning Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of sales planning analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales planning analyst
- Lead sales program/tool implementation in region
- Gathers and researches distribution information of Pacific
- Review and track actuals to ensure they are in line with budget and forecast
- Coordinate with Accounting Dept on invoice coding, processing and account reconciliation
- Develop annual spreadsheet of Trade Show spend for the sales budget allocation
- Responsible for Regional Demand Handovers, acquiring regional insights for global demand review and facilitate demand analysis to drive global demand strategy and portfolio alignment
- Accountable for global demand review, consolidation and handover to Supply Planning
- Initiate and deep dive in scenarios and supply chain analysis to drive decision-making, anticipate potential supply and/or demand issues
- Review business analytics, demand trend analysis and scenario modelling to drive forecast improvement
- Accountable for the Forecast Accuracy KPI (MAPE) and its reporting, governance and target-setting process
Qualifications for sales planning analyst
- Bachelor’s Degree in Business, Marketing, or equivalent preferred
- Strong team player who can work collaboratively with others to achieve common goals in a global environment with virtual teams
- Self-starter with a “can do” and continuous improvement attitude
- Proven ability to solve technical and business problems in the best and most efficient manner possible
- Solid analytical skills and attention to details and service oriented attitude
- Exceptional analytical and data processing skills, enjoys and feels comfortable analyzing high volume of complex data
4
Sales Planning Analyst Job Description
Job Description Example
Our company is hiring for a sales planning analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales planning analyst
- Prioritize projects on hand and future projects to ensure high standards of accuracy, while still meeting very tight reporting and planning deadlines
- Supporting the delivery of After-Sales operative planning, working closely with the business unit to ensure correct and relevant information is collected and submitted with commentary in an efficient and accurate manner
- Participation in preparation of full yearly and monthly reports, completing financial controls, such as budgets and consumption of resources and defining monthly financial KPI reports for local management
- Submitting monthly IMPACT reporting
- Calculation and analysis of profitability situation for Aftersales and business cases to direct the operation in the financially right direction
- Ensuring active participation in strategic price positioning and ongoing price positioning for parts
- Delivering ah-hoc financial performance analysis to assist with decision making when required
- Analysing and reporting on the financial performance of the MBC business unit & providing possible recommendations for market potential opportunities to MBAuP management and Daimler counterparts through internal controlling
- Utilize a collaborative and consensus approach by working with Sales and Marketing Team to obtain and ensure that current and accurate information is used for demand forecast and understand forecast drivers
- Create, maintain, and publish companywide forecast reports and analysis
Qualifications for sales planning analyst
- Consistently meeting deadlines and working under tight deadlines
- Working in an environment with regular processes, but also with new ones and ad-hoc requests
- Ability to tactfully work with a wide variety of people and communicate effectively in verbal, written and presentation formats
- Bachelor degree in Marketing, Finance or a Business Administration related field is required
- Familiarity with Company rules, regulations and conditions which may conflict with standard company procedures
- Together with the Gross to Net team provide business intelligence solutions to manage track, plan and manage the FY forecasts
5
Sales Planning Analyst Job Description
Job Description Example
Our company is looking for a sales planning analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for sales planning analyst
- Serve as a Point Person & Expert for product transition, lifecycle management
- Document program volume assumptions to ensure transparency and the rationale behind them
- Analyze and identify links of volume variance to vehicle and/or market fluctuations
- Discuss and align with global planning groups the volume forecasting
- Prepare & publish forecast accuracy reports to communicate significant variance to plan
- Provide sales team with dashboards that allows visibility to the volume risks and opportunities
- Lead discussions with third party vehicle & powertrain analysts
- Lead collaborative planning sessions with sales team
- Lead the execution of the North America marketing strategy which include tech days, ad publications, and giveaways
- Manage our pricing processes which include pricing databases, contracted productivities, and discrepancy reports
Qualifications for sales planning analyst
- A Bachelor Degree with relevant content, or equivalent commercial experience
- Technical knowledge is critical, especially advanced Excel skills (ability to work with large complex data sets & data base building is a must)
- Intermediate to strong VBA skills (Alternatively strong proven experience in a different programming language will be considered)
- Tableau (nice to have not compulsory)
- Influencing skill, commercial awareness and curiosity to learn
- Strong Excel skills (lookups and pivot tables minimum) and related data manipulation