Sales Planner

Purpose Statement

The Sales Planner plays a critical and strategic role in enabling the success of the sales organization. This position is responsible for driving sales effectiveness by delivering insights, tools, and strategic planning support that empower the sales and broker team to win in the marketplace. Acting as a thought partner to sales leadership, the Sales Planner helps translate business priorities into actionable sales strategies and go-to-market plans. This role plays a key part in identifying growth opportunities, optimizing resource allocation, and supporting the execution of key initiatives to achieve divisional goals and accelerate performance.

Key Accountabilities and Outcomes

The Sales Planner will primarily be responsible for analysis, reporting, training and governance

• Support the achievement of divisional targets by providing strategic analysis and direction to enable positive financial decision making.
• Collaborate with cross-functional teams around the divisional campaign priorities, sales process updates, upcoming initiatives, and strategic direction.
• Work with the Director, Customer Marketing, Northstar and Sales Leadership team to set Salesforce CRM strategy and roadmap for continuous improvement.
• Ensure effective and consistent messaging around system requirements and sales process in Salesforce to the sales team and broker network.
• Work with sales leadership to identify strategic KPI’s to track against target within CRM to measure sales performance and effectiveness.
• Coordinate and manage monthly governance (analyze, collect, process and prep for review) on established trackable metrics.
• Ensure maximum adoption and use of sales automation tools/corresponding technologies including Salesforce, Sales Discovery G2, PowerBi, etc.
• Support the seasonal booking process by partnering with sales, customer marketing, and supply chain to align on priorities and ensure execution against key timelines and volume targets.
• Prepare and deliver key performance metrics and analysis in support of strategic discussions such as the monthly Integrated Business Planning (IBP) process and trimester joint sales / marketing meetings.
• Collaborate closely with CBUs to support category strategies and align on key divisional priorities.
• Lead training across sales applications for both new hires (direct and broker) and existing sales reps, ensuring effective onboarding and ongoing learning and development.
• Governance and maintenance of Customer Hierarchy/Account updates
• Provide ad hoc analysis, reporting, and training as requested

Systems

• Systems Support (CRM, G2, PowerBi, SAP, Blacksmith) to ISB Sales team and broker network
• CRM Superuser (e.g.; account creation, data quality improvement, pipeline management, etc.)

Knowledge, Skills, and Experience

• Bachelor's degree required (in Business, Finance, or related field)
• Minimum 3 years’ experience (e.g.; with forecasting, P&L analysis, customer service, etc.)
• Strong analytical and problem solving skills
• Demonstrated project management skills including the ability to synthesize data and drive insights and outcomes; ability to prioritize
• A proven track record of successfully working in an environment where a high degree of collaboration is required
• Demonstrated customer-centric mindset
• Demonstrated self-starter and results driven to improve customer relationships as well as increasing profitability
• Ability to multi-task in a fast-paced environment
• Solid written and verbal communication skills to include strong presentation skills
• Demonstrated ability to work on multiple projects with conflicting deadlines is required.
• Strong PC proficiency to include comprehensive Microsoft Office software competency including Word, Excel and PowerPoint; Advanced level Excel user (SAP, Salesforce, PowerBi, G2 and Blacksmith a plus)
• Solid understanding of In-Store Bakery Division portfolio, Supply chain and customer management processes a plus
• Ability to travel 15%

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