Sales Planning & Strategy Resume Sample

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Karianne Klocko
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Work Experience


Senior Analyst, Sales Planning & Strategy
11/2016 - PRESENT
Philadelphia, PA
  • Ownership of OEM Global Operations Strategy formation, tracking and execution while supporting run-the-business activities
  • End-end sales process understanding
  • Knowledge of best practices across the industry & globe
  • Serve as organization spokesperson on specialized projects/programs. Acts as prime consultant on large projects that affect the global sales organization’s long-term goals and objectives
  • Progressive experience in program management and strategy creation
  • Demonstrated ability to work in a matrixed environment, fostering communication across multiple teams, while promoting independent activities and parallel efforts
  • Think creatively and analytically at all times to define and implement successful, targeted sales strategies
  • Analyzes and recommends organization-wide strategic priorities, sales force performance metrics and sales effectiveness tracking methods in order to maintain and improve the company’s competitive advantage in the market
  • Leads large scale, global programs that contribute to the corporation’s success. Collaborates well with others in team, project work, cross-functional groups and leadership. Contributes to area by ensuring quality of tasks/services provided by self and others
Cons, Sales Planning & Strategy
04/2014 - 10/2016
Dallas, TX
  • Customer Strategic Planning and Annual Operating Plans
  • Conduct category, customer and competitive analyses
  • Analyzes and recommends strategic priorities, sales force performance metrics and sales effectiveness tracking methods in order to maintain and improve the company’s competitive advantage in the market
  • Oversees/manages operational support to the segments; establishes operational objectives and assignments for subordinates
  • Analyzes and recommends organisation- wide strategic priorities, sales force performance metrics and sales effectiveness tracking methods in order to maintain and improve the company’s competitive advantage in the market
  • Evaluates and recommends changes in sales incentive plans in line with analyses that impact the entire organisation
  • Ownership of established programs and some products in order to support the Sales Learning and Enablement organization
Advisor, Sales Planning & Strategy
03/2008 - 01/2014
Phoenix, AZ
  • Ownership or training projects from start to finish, including scoping, creating documentation, tracking, reporting and project close or handover
  • Collaboration with multiple training teams to look for the best solution to specific challenges and issues
  • Work with business leaders and successfully implement Learning and Enablement strategies
  • Works with team and other areas of the organization to help identify best practice changes
  • Coordinates, leads, or participates in cross-functional meetings to support global training needs
  • Coordinate and lead analytics for in-quarter and post quarter rebate performance
  • Program ROI metrics and analysis for executive reporting and to inform future program

Education


Central Washington University (CWU-Des Moines)
2004 - 2008
Bachelor's Degree in Business Administration

Professional Skills


  • Strong Analytical Skills necessary (SQL optional)
  • Learning and Enablement experience or experience working with training team members
  • Demonstrated experience doing and overseeing strategic planning, development and productivity analysis for a sales (technical or, non-technical) team
  • Problem solving skills to work through challenges or ambiguity
  • Interpersonal skills and ability to work independently
  • Cross-Functional skills and analytical ability
  • Technical skills: SQL, Excel

How to write Sales Planning & Strategy Resume

Sales Planning & Strategy role is responsible for design, database, excel, finance, training, compensation, architecture, analysis, reporting, modeling.
To write great resume for sales planning & strategy job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Sales Planning & Strategy Resume

The section contact information is important in your sales planning & strategy resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Sales Planning & Strategy Resume

The section work experience is an essential part of your sales planning & strategy resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous sales planning & strategy responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular sales planning & strategy position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Sales Planning & Strategy resume experience can include:

  • 3-5yrs technical selling experience
  • Strong background in related disciplines (Sales, Sales Operations, Finance) including delivery on business goals and strategy
  • Thorough understanding of Dell EMC business priorities, strategy, and direction
  • Thorough understanding of Dell EMC’s business priorities, strategy, and direction
  • Thorough understanding of Dell EMCs business priorities, strategy, and direction
  • Experience in Sales and/or Marketing

Education on a Sales Planning & Strategy Resume

Make sure to make education a priority on your sales planning & strategy resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your sales planning & strategy experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Sales Planning & Strategy Resume

When listing skills on your sales planning & strategy resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical sales planning & strategy skills:

  • Excellent communication skills, both written and verbal – ability to explain complex topics in easy to understand ways
  • Strong analytical problem solving capabilities with demonstrated success in consultation, statistics, and computer science
  • Data analysis skills with external 3rd partner sources such as Dun & Bradstreet or alternative customer hierarchy expertise
  • Pipeline management activities: data extraction & consolidation, pipeline analysis, report generation & dashboard consolidation
  • Experience working in a B2B Sales Strategy & Planning, Marketing Database Operations or Market Intelligence function
  • Previous experience managing and executing enablement activities in the field

List of Typical Experience For a Sales Planning & Strategy Resume

1

Experience For Senior Analyst, Sales Planning & Strategy Resume

  • Drive regional specific business planning and operations including the following
  • Uses basic sales measurement models and diagnostic tools to help identify sales performance indicators, key areas of opportunity and sales force training needs
  • Partners and collaborates with all relevant groups within ISG/Dell including
  • Provides management and leadership of regional planning and operations team
  • Oversees AOP tracking again weekly performance
  • Support Finance and Planning team on weekly/monthly sales operations processes with all Latin America regions
  • Support weekly Sales calls through Pipeline management and sales forecasting
  • Weeklyforecast and call-the-ball disciple and methodology
2

Experience For Cons, Sales Planning & Strategy Resume

  • Align with the Sales compensation analyst to navigate any attainment related issues/commission figures as needed and develop and review monthly unit forecast report. Generate won/lost/deferred booking and revenue forecast report. Develops final reconciliation
  • Support the Country Sales strategy and planning lead (SSP) in the required sales force performance Analytics to ensure superior execution & delivery on commitments
  • Support the SSP lead for required analytics during the semiannual target setting exercise and sales effectiveness tracking methods in order to maintain and improve the company’s competitive advantage in the market
  • Align with the GDM team to manage the account mapping, linkages, SFDC reporting and related processes
  • Drive key sales strategic initiatives, and supports the development of long-term sales growth plans and profitability objectives
  • Develop and manage sales measurement models and diagnostic tools to help identify sales performance indicators, key areas of opportunity and sales force training and development needs
3

Experience For Srcons, Sales Planning & Strategy Resume

  • Analyze and recommend strategic priorities, sales force performance metrics and sales effectiveness tracking methods in order to maintain and improve the company’s competitive advantage in the market
  • Evaluate and recommend changes in sales incentive plans in line with analyses
  • Identifies and evaluates sales growth strategies;develops new analytical tools and processes
  • Identifies and evaluates sales growth strategies. Develops new analytical tools and processes
  • Serves as primary interfaces with other internal functions, based on BU and/or regional requirements Responsible for influencing sales behavior and capabilities
4

Experience For Senior Mgr, Sales Planning & Strategy Resume

  • Develops, designs, and monitors operational sales tools, tasks and programs Extensive coordination of communications and information dissemination with sales force and cross-functional organization
  • Leads process improvement programs cross-functionally
  • Leads and facilities CTB process for region
  • Ensures development of targeted plans to drive achievement of business goals as required
  • Acts as trusted advisor to the regional GM team on business management
5

Experience For Advisor, Sales Planning & Strategy Resume

  • Support Regional leaders in weekly Sales forecasting process: pipeline and sufficiency analysis, risk assessment, follow-up on Salesforce data management/updates, process design
  • Work for/with Global teams in standardizing business planning activities: support global requests, develop local reports and analysis, provide information for weekly/monthly/quarterly business reviews
  • Coordinate upstream (Program Directors) and downstream (back office FSS) resources, as well as build and maintain strong relationships with customers & vendors/funders in order to align and deliver upon strategic objectives and expand value to both the channel partner and Dell EMC
  • Understand and learn external financial solutions: vendor’s credit, pricing, and financial structuring options, in order to have point of view on available solutions to resellers
  • Manage end to end legal process, including legal document execution, working directly with global, regional and local (internal and external) legal and tax teams
6

Experience For Consultant, Sales Planning & Strategy Resume

  • Facilitate conversations with internal cross functional teams (i.e., legal, marketing, treasury, accounting, tax, and finance controllers of both the combined companies) to ensure barriers are removed and decisions are being made to drive incremental success of the program
  • Highly engage in the development and retention of our existing WCS’s portfolio to ensure continued growth premium of this population
  • Analyze market data to identify trends/opportunities, develop strategic direction from market information and create compelling market analysis presentations to management
  • Analyze & assess partners’ & distributors’ qualifications for the WCS program; articulate business opportunities within the different markets, and effectively communicate the findings
  • Work cross-functionally to leverage support (i.e., GRC/BMS team) to automate and streamline reporting, including development of dashboards
  • Provide financial analyses, long-range forecasting and analysis studies associated with current and potential vendors and partners
7

Experience For Sales Planning & Strategy Advisor Resume

  • Perform complex data transformation work along with maintaining the data integrity
  • Evaluate program trends and provide analysis and recommendations to management
  • Work cross-functionally toward mutual goals and objectives to build awareness and support of overall strategic benefits of the program
  • Monitor program to assess the sales impact of the solution(s) in the marketplace and the overall success of the team
  • Be the coach and guide to the team about database architecture, management and usage
8

Experience For Advisor, Sales Planning &strategy Resume

  • Provide appropriate depth of analysis leading to actionable recommendations, identify low-hanging fruit, ideation and development of business impact ideas in conjunction with program managers, inputs for continuous business improvements
  • ISG Commercial Cadence
  • IOP metric analysis

List of Typical Skills For a Sales Planning & Strategy Resume

1

Skills For Senior Analyst, Sales Planning & Strategy Resume

  • Experience with database and statistical analysis, data mining
  • Customer Data Management experience is mandatory
  • Effective collaborator and ability to work in a cross-functional team environment
  • Strong knowledge of Microsoft office (Word, PowerPoint and Excel)
  • Preferably with 8-10 years’ experience, preferably in sales, product and or operations functions
  • Strong knowledge of Dell Technologies products and solutions
  • Advisory, Principal, or Manager experience required
  • Prior roles in pre-sales, sales engineer roles
  • Demonstrated ability to learn technical products (such as Adobe Connect, SharePoint, Jive platform)
2

Skills For Cons, Sales Planning & Strategy Resume

  • Overall experience in sales, operations or finance
  • Good technical knowledge of SharePoint (2010, 2013)
  • Lead and/or participate in work streams aligned to strategic business priorities
  • Experience with Corporate Strategy
  • Implements process improvements for workgroup to improve customer experience or productivity
  • Providing Channel programs support to internal sales – using streamlined content/resources
  • Engaging with sales to maintain ongoing communications and address areas of concerns
  • Measuring outcomes of key programs/initiatives with general reporting & analytics
3

Skills For Srcons, Sales Planning & Strategy Resume

  • Understanding of the Adobe Connect or Webex platforms
  • Supporting Channel leadership with activities, events, trainings, and communications
  • Participate in the discussions with Regional Leaders providing insight on planning sessions, forecasting definition, business trends and risks
  • Attention to detail, and ability to analyze large volumes of complex data to inform decision making
  • Measurement models and diagnostic tools to help identify sales performance indicators, key areas of opportunity and sales force training needs
  • Proficient with Excel (including Pivot tables, Lookups, Macros, etc), Access, and Power Point required
4

Skills For Senior Mgr, Sales Planning & Strategy Resume

  • Sound understanding of database architecture and management
  • Knowledge with sales and/or marketing database operations for a business to business Fortune 500 company
  • Prepare Partner data change submission templates for processing by GDM/RDMs
  • Integrate VMware and Dell EMC business case/ROI/TCO analytics, in an effort to drive larger deals and greater field adoption of value-selling best-practices
  • Coordinate internal/external Dell EMC and VMware resources, to maximize efficiencies and scalability while simplifying a targeted field engagement model
  • Hand-on “self-starter” to engage and network with sales leaders / field sales
5

Skills For Advisor, Sales Planning & Strategy Resume

  • Detail-oriented and program management capabilities to drive initiatives / processes
  • Capability to build enablement plans required to support specific programs
  • Oversees/manages operational support to the segments
  • Establishes operational objectives and assignments for subordinates
  • Identifies and brings key strategic issues and opportunities forward in a clear and structured way
  • Manages coordination of communications and information dissemination with sales force and cross- functional organizations
  • Assists with implementation of solutions that are thorough, practical, and consistent with functional or customer objectives
6

Skills For Consultant, Sales Planning & Strategy Resume

  • Develops new analytical tools and processes
  • Serves as primary interfaces with other internal functions, based on BU and/or regional requirements
  • Ability for moderate travel
  • Manages critical projects, customer engagements or business processes. Guided by business plans and strategy
  • Successfully executes goals and strategy within area of responsibility
  • Demonstrated experience managing technical product portfolio including P&L analysis, Market analysis, investment analysis, and sales or, marketing activities designed to increase product sales growth and expand market share
7

Skills For Sales Planning & Strategy Advisor Resume

  • Pro-level proficiency in MS Excel & Powerpoint
  • Knowledge of MDM concepts like data quality, data hierarchy and data governance
  • Comfortable with data extraction and analysis
  • Self starter and team player with ability to build relationships with stakeholders
  • Knowledge in Access Database is also an advantage
8

Skills For Advisor, Sales Planning &strategy Resume

  • Knowledge of Corporate Hierarchies, Vertical Definitions and Account Segmentation
  • Internal content development and message reinforcement for sales team
  • Analyze current install base across all product lines within Dell Technologies businesses and help enable strategy to drive Tech refresh opportunities
  • Enable analytical-driven approach to supporting sales strategy and analytics initiatives. Provide risk-based assessments and propensity models for market and customer
  • Consult with senior management and executives on critical go-to-market initiatives, leverage data-driven insights to support key initiatives
9

Skills For Senior Analyst Sales Planning & Strategy Resume

  • Explore new data visualization techniques to increase insight and visibility to data trends and market opportunity
  • Interpret results of analyses, identifies trends and issues, and recommends alternatives to support business objectives
  • Employ the full data science process on special projects: serve as a data science consultant, frame/unpack the business problem, develop/test hypotheses, collect and manipulate data, and propose/test best-in-class data science techniques as possible solutions
  • Self-learner who is driven to learn new methods and techniques to fulfill business needs
  • Dedicated support for SSP Lat Am Lead to drive Partner data improvement, maintenance and audit
  • Work in partnership with VMware’s Dell Execution Team (DET), with primary sales support coverage in the AMER Enterprise segment
  • Work with DET sales leaders to establish a consistent and effective customer proposal framework—geared toward communicating the integrated value justification for a solution that resonates with financial/business decision makers
  • Interface with clients, field sales, and other cross-functional teams to provide customized financial analyses that align to the client’s business requirements and financial objectives
10

Skills For Sales Planning & Strategy Consultant Resume

  • Work in junction with Dell EMC Transformational Sales Leaders, to drive VMware’s participation in Transformational License Agreements (TLAs), Transformational Partnership Agreements (TPAs), and TFA joint sales strategy—using a hub and spoke approach with focus on the financial engineering/deal packaging aspect
  • Participate in DET pipeline calls and TFA planning sessions, providing deal level support to help maximize client spend commitment and effective proposal alignment
  • Provide financial sales guidance to the field to help drive early engagement of VMware and Dell EMC ROI/TCO support functions, as part of the strategic selling motion
  • Reinforce DET solution selling best practices and customer success stories to the field, specifically as it relates to leveraging Dell Financial Services (DFS) for optimal deal construction and value-based proposal packaging
  • Assist with quarterly financial services program reporting and deliverables for internal stakeholders at VMware
  • Use basic sales measurement models and diagnostic tools to help identify sales performance indicators, key areas of opportunity and sales force training needs
  • Single Point of Contact for Sales team around SFDC and all related Sales and Quoting tools (MYQUOTES)
  • Perform weekly reconciliation of booking and revenue; determines revenue position

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