Headcount Planning & Analytics Lead - Sales Strategy

Own Company

Own Company

Sales & Business Development, Data Science

New York, NY, USA

Posted on May 14, 2026

Description

Do you enjoy a blend of strategy and operational execution? The Sales Strategy and Operations team partners directly with sales leadership as a trusted advisor, focused on strategic planning, sales optimization, and business operational support. This is a high-impact role with constantly evolving priorities - you will think strategically, arrive at a focused execution plan, and see it through to fruition.

In this role, you will own global headcount capacity planning and reporting as a core function, serving as a critical partner to Sales, Finance, and CRO leadership to ensure the organization is resourced to execute on its Go-To-Market strategy.

Impact / Key Responsibilities

  • Lead ongoing headcount capacity plan management, partnering with Strategy and Finance teams to track in-quarter and in-year headcount reallocations, adjustments, and workforce changes
  • Build and maintain scalable headcount reporting infrastructure, including dashboards and recurring reports that surface workforce trends, gaps, and risks to sales leadership
  • Drive ad-hoc capacity analyses across dimensions such as operating unit, region, country, cloud, and selling role - translating historical data into forward-looking strategic insights that inform CRO leadership decisions and GTM planning
  • Define key headcount and capacity metrics and targets; identify areas of risk or underperformance and present actionable recommendations to sales leadership
  • Support the annual GTM planning lifecycle, including headcount target setting, quota allocation modeling, and territory planning inputs
  • Create executive-level presentations for local and global leadership reviews, synthesizing complex workforce data into clear, compelling narratives
  • Troubleshoot operational headcount issues as they surface; propose process and system improvements to address root causes

Required Skills

  • 3–5+ years of professional experience in a highly analytical, sales operations, finance or strategy role
  • Expert proficiency in Excel / Google Sheets, including both analytical capabilities and maintaining well-structured, organized workbooks
  • Demonstrated ability to independently execute end-to-end analyses: querying datasets, organizing data, structuring analyses, and synthesizing key insights
  • Degree or equivalent relevant experience; experience evaluated on core competencies

Preferred Skills

  • Experience leading or materially supporting GTM planning lifecycle end to end: annual planning, target setting, quota allocation, or territory carving
  • Exceptional stakeholder management and executive communication skills - ability to translate complex data into easily digestible insights for senior audiences
  • High critical thinking ability to structure and solve complex, ambiguous problems with a logical, evidence-based approach
  • Experience with SQL and/or Tableau is a plus
  • Resilient self-starter with strong sense of urgency and ability to adjust on the fly to shifting priorities
  • Highly collaborative with strong cross-functional networking skills across Sales, Finance, and Operations

For roles in San Francisco and Los Angeles: Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.