Senior Strategy and Planning Analyst
Hybrid (San Mateo, California, United States)$140k - $165kFull-timePosted 2mo ago
About the role
The Senior Strategy and Planning Analyst (SSPA) is responsible for collecting, analyzing, and reporting sales-related data to guide annual sales planning, improve decision-making, and support territory, headcount, and incentive compensation planning. The role develops standardized and custom dashboards/reports, conducts quantitative product and sales analysis, and collaborates across teams to enhance sales planning efficiency.
Responsibilities
- Assume a key role in the annual sales and fiscal year planning function to aid development of the annual financial bookings plan for GTM.
- Assist sales leadership and sales operations with annual territory planning and mapping.
- Aid sales leadership with annual headcount planning.
- Aid sales leadership with annual incentive compensation planning and management.
- Collaborate with sales operations on forecasting cadence (weekly, quarterly, annually) to structure and utilize data from the field.
- Gather requirements across teams to define KPIs for projects related to annual sales planning.
- Design and document dashboards and reports on a recurring or ad hoc basis.
- Build an understanding of the business through dashboards/reports to identify areas critical to strategy and performance related to sales planning.
- Support the quarterly business review process with data insights for performance evaluation and strategic planning.
- Demonstrate creativity in problem solving in a complex organization.
- Research business problems and create models to analyze them.
- Provide organized, concise data and information to stakeholders.
Qualifications
- 5+ years of experience in quantitative business analysis, forecasting & production planning, finance & cost accounting
- Systems integration experience (Palantir Foundry, SFDC, NetSuite, and other GTM/back-office systems)
- Strong communication skills with ability to present to stakeholders and executives (Hardware Operations, Sales, Finance, etc.)
- Strong analytical, quantitative, and problem-solving skills with high attention to detail
- Ability to build and maintain complex computer applications and programs for analysis and reporting
- Strong interpersonal skills to work across multiple functional organizations and take ownership of projects
- Ability to perform complex analysis such as regression, forecasting, and probability modeling
- FAA Part 107 certification within 60 days is strongly encouraged and required for certain roles (where applicable)
Skills
Required:Quantitative analysisForecastingData visualization and dashboardsSystems integrationCommunicationCross-functional collaboration
Benefits
- Paid vacation time
- Sick leave
- Holiday pay
- 401K savings plan
- Company health insurance plans
Last updated Sep 17, 2026. Interested? Apply on the company site.
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