Sales Planning Manager

Get to know us

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours. Our key products include:

Ideals Virtual Data Room (VDR): A secure, cloud-based platform for sharing confidential documents during due diligence, fundraising, M&A, legal transactions, and other business-critical workflows.

Ideals Board: A platform for boards and executive teams to streamline governance and enhance decision-making in a fast, secure, and compliant way.

The role

As we’re expanding into new markets and building high-performing sales teams across regions, we're looking for a Sales Planning Manager to make an impact on aligning our growth strategy with sales execution.

Joining our Revenue Operations team remotely from India, you will lead the planning and quota-setting, designing scalable target-setting processes that drive sales productivity. You’ll collaborate closely with global stakeholders across Sales, Finance, and RevOps, and ensure that our global revenue goals are matched by well-calibrated, data-informed quota allocation models.

What you will do

• Lead a small team of Sales Planning Analysts

• Own the comprehensive workflow for setting sales targets, including generating specific targets for individual sales representatives and managers

• Ensure prompt and precise quota deployment to all sales teams

• Establish the annual planning timeline and key milestones

• Align with Finance/Revenue Operations to confirm that top-down growth goals are in sync with bottom-up inputs

• Design sophisticated quota allocation models (e.g., based on territory, historical performance, ramp-up curves)

• Analyze historical sales performance, identify seasonality, and track attainment trends

• Develop robust models for quota coverage, sales rep ramp curves, and overall sales team capacity

What you bring

• 5+ years of progressive experience in Sales Operations, Sales Planning, Sales Strategy, or a similar analytical role

• At least 2 years of hands-on experience specifically in Sales Planning and target setting

• Exceptional proficiency in Microsoft Excel/Google Sheets for complex data analysis and modeling

• Confident user of CRM systems (e.g., Salesforce, HubSpot) for reporting, dashboards, and understanding data structure

• Excellent verbal and written communication skills, with the ability to present complex data and logic clearly to diverse audiences

• Demonstrated ability to collaborate effectively with cross-functional teams (Sales, Finance, RevOps, BI)

• Prior experience within a B2B SaaS environment is highly preferred

Nice to have

• Experience leading a small team of Sales Planning Analysts

• Proficiency with Business Intelligence (BI) tools such as Looker, Tableau, or Power BI

• Familiarity with specialized sales planning tools like Anaplan, Xactly, Clari, or Workday Adaptive Planning

• Experience with backend analytics platforms like Snowflake or BigQuery

Our assessment process

• Screening call with the Talent Acquisition Specialist (~40 mins)

• Test Task 1

• Competency-based interview with the Talent Acquisition Specialist (90 mins)

• Test Task 2 + Hiring Manager interview (90 mins)

What we offer

We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.

For your best work

• Remote-first flexibility to shape your ideal workday

• Home workplace budget

• Co-working expense coverage

• Individual IT budget for extra equipment

• Top-tier tech and AI-powered tools

For your growth

• Access to Ideals Academy with numerous courses

• Investment in external learning and development activities

• Guidance in Personal Development Plan creation

• Professional literature and subscriptions coverage

• Support of your passion as a speaker or writer

• Internal talent mobility opportunities

For your well-being

• Tailored Wellness Package for your physical and mental health

• Funding for sports competitions

• Paid Health-related time-off

Extra perks

• Team-building offline and online events

• Budget for local gatherings in global locations

• Generous internal referral program

Our culture

Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we are able to create a team where talents feel at ease and are able to work to the best of their abilities.

Discover more

Ideals is an equal opportunity employer

Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.