Job Summary

As a GEO Planner, you will lead annual planning activities for an assigned geography, translating company growth priorities into executable territory, coverage, and quota plans. You will combine customer insights, market data, and sales performance analysis to develop balanced recommendations that improve seller productivity and support predictable growth. Serving as a trusted partner to Sales Leadership, Sales Operations, Finance, and cross-functional planning teams, you will drive alignment on planning assumptions, governance, timelines, and final plan execution.

Responsibilities

• Lead the annual planning process for the assigned geography, including planning calendars, assumptions, milestones, scenario reviews, and executive approval checkpoints
• Design and recommend sales territories, coverage models, and account assignments that align customer opportunity, seller capacity, and business priorities
• Develop quota allocation methodologies and quota recommendations in partnership with Sales Leadership, Finance, Compensation, and Revenue Operations
• Review and analyze customer, market, whitespace, pipeline, productivity, and historical performance data to identify growth opportunities and planning risks
• Translate customer insights and business strategy into actionable segmentation, prioritization, and resource deployment recommendations
• Partner with regional and geo Sales Leadership to gather field input, test planning assumptions, resolve trade-offs, and secure alignment on final designs
• Collaborate with Revenue Operations to ensure territory, account, hierarchy, and quota data are accurate and operationally executable in planning and CRM systems
• Build scenario models, executive-ready analyses, and decision materials that clearly communicate options, impacts, risks, and recommendations
• Establish planning governance, documentation, and change-control processes to support consistent decisions and minimize post-launch disruption
• Monitor plan effectiveness after launch, identify emerging coverage or quota issues, and recommend targeted adjustments based on defined governance criteria
• Maintain strong data quality standards and partner with data owners to resolve gaps that affect planning accuracy
• Contribute to the continuous improvement of planning tools, methodologies, processes, and best practices across geographies

Education and Experience

• Bachelor’s degree in business, finance, economics, analytics, operations, or a related field; advanced degree preferred
• 8+ years of experience in sales planning, revenue operations, sales operations, finance, strategy, or a related function within a complex B2B organization
• Demonstrated experience with annual planning, territory design, coverage modeling, segmentation, and quota allocation
• Strong analytical and financial modeling skills, with the ability to synthesize large data sets into clear business insights and recommendations
• Experience partnering with senior sales leaders and cross-functional teams in a matrixed environment
• Proven ability to manage complex planning programs, competing priorities, tight timelines, and executive decision points
• Strong communication and presentation skills, including the ability to explain complex analyses to technical and non-technical audiences
• High attention to detail, sound judgment, and a commitment to data quality and process discipline
• Proficiency with CRM, planning, analytics, and spreadsheet tools; experience with Salesforce and enterprise planning platforms, Anaplan preferred
• Collaborative, proactive, and comfortable operating in an evolving environment with a high degree of accountability