Sales Strategy and Planning Specialist

At G2, everything we are and what we do is grounded in our PEAK values— (Performance + Entrepreneurship + Authenticity + Kindness. Working at G2 means you are part of a value-driven, growing global community that climbs PEAKs together. We cheer for each other’s successes, learn from our mistakes, and support and lean on one another during challenging times. With ambition and entrepreneurial spirit we push each other to take on challenging work, which will help us all to grow and learn.

You will be part of a global, diverse team of smart, dedicated, and kind individuals - each with unique talents, aspirations, and life experiences. At the heart of our community and culture are our people-led ERGs, which celebrate and highlight the diverse identities of our global team. As an organization, we are intentional about our DEI and philanthropic work (like our G2 Gives program) because it encourages us all to be better people.

The Sales Strategy and Planning Specialist will help drive the day-to-day success of the sales organisation by managing core elements of the Sales structure, including quotas, commission payouts, and core reporting. The person in this role will be an advisor to the global sales and operations teams, and will be responsible for helping crack some of the most important strategic and operational problems facing the revenue organisation. We are searching for a candidate who is comfortable working in a cross-functional and highly dynamic environment and has experience working with and interpreting data into actionable insights. This role will be hybrid, and based in our Bengaluru office.

• Define, implement, and track a territory management process to optimise sales coverage and maximise revenue potential.

• Work with sales and cross-functional teams to define Rules of Engagement, documenting and communicating across organisation to ensure consistency & alignment

• Develop and maintain tracking systems for key performance indicators (KPIs) related to sales operations.

• Conduct ad hoc analysis to identify drivers of business and sales performance, translating data insights into actionable recommendations for sales strategy and execution.

• Collaborate with systems team to improve data quality and integrity in sales systems and databases, identifying opportunities to automate reporting processes

• Establish and maintain strong collaborative relationships with cross-functional teams and stakeholders.

• Work closely with sales, marketing, finance, and operations teams to drive alignment and achieve shared goals.

• Act as a liaison between sales operations and other departments to facilitate communication and coordination.

We realise applying for jobs can feel daunting at times. Even if you don’t check all the boxes in the job description, we encourage you to apply anyway. 

•  3- 5 years of experience in management consulting, finance, business operations, or an analytical/operational role

• 2+ years of experience in Revenue Operations & Salesforce

• High degree of comfort working with sales teams, databases, and technology platforms

• Proficient in both qualitative and quantitative analysis, with exceptional communication skills.

• Proactive self-starter and ability to work independently in a dynamic environment

• Strong communication and organizational skills and experience presenting to senior leadership teams

• Advanced abilities in Microsoft Excel or G-Sheets (V-lookups, pivot tables, complex formula statements)

•  Experience with business intelligence tools like Looker, Clari, Tablea, SPIF

• Experience working with a quote-to-cash system (e.g., CPQ, DealHub)

At G2, we are committed to creating an inclusive and diverse environment where people of every background can thrive and feel welcome. We consider applicants without regard to race, color, creed, religion, national origin, genetic information, gender identity or expression, sexual orientation, pregnancy, age, or marital, veteran, or physical or mental disability status. Learn more about our commitments here. 

--

For job applicants in California, the United Kingdom, and the European Union, please review this applicant privacy notice before applying to this job.

How We Use AI Technology in Our Hiring Process
G2 incorporates AI-powered technology to enhance our candidate evaluation process. These tools may assist with initial application screening, skills assessment analysis, and identifying candidates whose qualifications align with specific role requirements. While AI technology supports our recruitment workflow, all final hiring decisions remain under human oversight and judgment.

Your Choice Matters: If you would prefer that your application be reviewed without AI assistance, you can opt out by entering your email address in the email entry field at the bottom of the Automated Processing Legal Notice. Choosing to opt out will not disadvantage your application in any way—we will ensure your materials receive a thorough manual review by our hiring team.
For additional details about how we handle your information throughout the application process, please review G2's Applicant Privacy Notice.