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Senior Sales Planning Manager



Sales & Business Development
Canada · Remote
Posted on Friday, June 14, 2024
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We acknowledge that Bench is founded on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh (Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.

Businesses need to understand their financial performance, but for many smaller ones, this means a trade-off between managing their books and running their businesses.

Our mission is to help every business owner thrive, by providing financial insight and peace of mind in one seamless platform. From creatives to chiropractors, Bench helps thousands of small business owners and entrepreneurs master their financial lives. Because understanding your finances should be three things: simple, effortless, and affordable.

We’re growing fast, and we’re looking for exceptional people to join us on this incredible journey. Check out our culture guide to learn more about what it’s like to work at Bench and read more about our business here!

What does the role look like?

Bench is looking for a stand out Senior Sales Planning Manager to own sales strategy and planning. In this role, you’ll collaborate closely with sales leadership, sales enablement and biz opps to develop sales targets, define and track KPIs, and develop and execute operational plans. This position ensures that our sales teams are equipped to achieve business goals. This involves analyzing sales data and trends to identify opportunities and challenges, developing and updating sales forecasts and budgets based on historical performance and market conditions,

You’ll work to uncover insights, develop recommendations, and then implement improvements to our existing sales strategy. The ideal candidate will have worked in fast-paced environments before, ideally at a multi-product SaaS company, and will have made a measurable impact to the sales organization. Their work on sales dashboards and KPIs provides transparency and accountability, enabling continuous performance optimization.

What you’ll get up to:

  • Provide strategic recommendations to senior leadership based on insights and analytics.
  • Understand the root causes of performance, diagnose issues and risks, identify opportunities to scale repeatable successes patterns, and define effective action plans.
  • Provide sales teams with actionable strategic sales recommendations based on quantitative analyses and qualitative business insights.
  • Create consistent and clear articulation of performance for pipeline and revenue KPIs to understand and optimize business performance.
  • Assign quotas, and incentives to motivate and reward sales reps, creating and maintaining sales dashboards, reports, and KPIs to monitor and evaluate sales results.
  • Perform rigorous quantitative analyses of pipeline and revenue data to identify patterns and trends.
  • Utilize data analytics for revenue forecasting and identifying growth opportunities.
  • Coordinate and build executive level reports and presentations on a monthly and quarterly basis that detail and analyze core revenue KPIs.

What you'll need:

  • Deep understanding of sales strategy, operations, and the connections between GTM teams.
  • Strong experience with sales software such as CRM, BI and ERP tools.
  • A combination of analytical, communication, and organizational skills.
  • Strategic thinker with a quantitative, results-driven approach.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Passionate about leveraging technology to drive business growth.

It could be an even better fit if you have:

  • A Bachelor's Degree in a related Finance / Business field.
  • 7+ years of experience in sales strategy, sales analytics, sales excellence or sales planning roles.
  • Excellent problem-solving abilities.
  • Exceptional project management skills.
  • 5+ years of experience using data to drive business outcomes or inform business decisions.
  • 5+ years managing projects, including planning, managing timelines, and tracking progress, and/or change management experience.

What you'll get:

  • At Bench we share information freely and openly whenever possible. The on target earnings for this role are up to $154,400 with a component of these earnings made up of variable pay.
  • In addition, we offer an extended benefits package that includes paid vacation, paid flex days, stock options, and full health, dental, and vision.
  • You’ll get access to Inkblot Therapy’s Employee and Family Assistance Program (EAP) that offers counseling and support, for you and family members, as well as professional development coaching, financial advice, legal advice and much more.
  • Bench has a number of Affinity Groups - groups of people who have shared identities and experiences! The purpose of these groups is to support underrepresented Benchmates and amplify their voices.
  • If you live in BC’s Lower Mainland, you have the opportunity to work at home or in our downtown office location, depending on your preference! If you’re interested in remote only, we currently focus our hiring efforts in the following provinces: British Columbia, Alberta, Ontario, New Brunswick, and Nova Scotia.
  • We provide solutions to bring all teams together for collaboration and connection.
  • Regardless of how many days you decide to visit the office, you’ll have access to our Home Office Setup Fund to ensure that you have everything you need to work comfortably from home, from day one.
  • You’ll have the opportunity to work from somewhere other than your home province for up to 90 days in a 12-month period.

Everyone has their own unique talents. Even if you don’t meet 100% of the qualifications outlined above, tell us why you’d be a great fit for this role in your application.

We believe that unchecked biases disproportionately impact the most marginalized people in society—including but not limited to BIPOC, LGBTQ2S+ people, immigrants, and people with disabilities. We strongly encourage applications from people with these identities or other marginalized communities because we believe that without you, we are all less. If you are selected for an interview and require support during the process, including disability accommodation, we'll give you the opportunity to tell us when we contact you.