Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.
Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.
We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.
Why Insperity?
Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.
Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.
Agency Temp Sales Planning Analyst
We are currently seeking an Agency Temp Sales Planning Analyst to join our team.
This position collaborates with sales leadership and other departments to contribute to the success of Insperity, the field sales teams, and Insperity’s use of Salesforce by using technical knowledge to optimize the effectiveness of technology investments and by supporting the Account Based Strategy though the sales planning and lead/account assignment process.
Responsibilities:
- Assists in various phases of the sales planning process, including forecasting, pipeline and opportunity inspection, and management of territory and account assignments and segmentation.
- Assists with administration of sales suite systems including SFDC and Sales Planning tools.
- Completes lead conversion and new lead/account assignments within established Service Level Agreement (SLA) and monitors reports for managing SLA’s between company and field sales teams.
- Completes lead / funnel analysis to drive a more efficient and predictable sales cycle.
- Drives regional adoption of reports and dashboards defined by Global Sales Operations.
- Supports identification of key accounts, heat maps, and sales opportunities to drive revenue.
- Works closely with Sales Strategy and Planning counterparts to enable execution of annual plans.
- Assesses sales data systems to ensure data integrity, ongoing accuracy, compliance, and prevention of duplicate data, and performs necessary corrections and adjustments to clean up data as needed.
- Participates in the Salesforce approval workflow as a data gatekeeper, tests new Salesforce functionality, and identifies ways to improve processes, data quality, and system serviceability.
- Supports go-to-market strategy, book of business assignments and territory coverage.
- Ensures compliance with Data, Process and Regulatory requirements, as well as internal policies and policy execution; identifies, documents, communicates and enforces standard business processes as they relate to Salesforce.
- Troubleshoots and resolves sales and operational issues and contributes ideas and innovations to improve upon existing systems, work processes, and procedures.
- Follows documented processes to ensure that our everyday vendor operations continue to run smoothly.
- Provides the highest quality of customer support to the sales organization.
Qualifications:
- Bachelor’s Degree in Business, MIS, or related field or equivalent work experience is required.
- Three to five years of related work experience in sales operations or enablement is preferred.
- Strong knowledge in Salesforce and other applications such as Microsoft Word, PowerPoint and Excel.
- Understanding of data analysis and analytics, and data/object relationships.
- Excellent written and oral communication and interpersonal skills.
- Strong attention to detail and willingness to solve problems through collaboration and critical thinking.
- Ability to learn quickly, to adapt to change, to work independently with minimal direction, and to manage multiple tasks simultaneously
At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
