What are the responsibilities and job description for the Territory Planning Manager (INDG) position at Bloomberg Industry Group?
We are seeking a detail-oriented and analytical Territory Planning Manager with expertise in territory planning and quota setting. In this role you will lead modelling and setting of quota allocation, ensuring alignment between financial targets and sales execution. You will drive the design, implementation and optimization of sales territories and quotas to ensure optimal opportunity, market coverage, and maximize productivity across the sales team. You will also help manage the Salesforce ecosystem and collaborate closely with other INDG commercial teams to support Sales & Service processes and to continuously improve the CRM experience. Your role is essential in ensuring seamless execution of sales processes, maximization of revenue, and support of the organization’s continued growth.
What you will do:
Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).
What you will do:
- Lead sales quota planning processes in alignment with revenue goals and market opportunity; partner with Finance and HR to ensure quotas align with compensation plans and incentives
- Develop and maintain detailed, automated models and forecasting tools to support quota setting processes
- Develop and maintain scalable reporting to track and analyze key metrics
- Design, analyze, and maintain sales territories based on key factors including customer data, market potential, performance metrics
- Collaborate with Sales Leadership, Marketing, and Finance to align territory design with business strategy
- Evaluate territory performance routinely and assess the impact of adjustments to maximize coverage and productivity
- Communicate territory and quota plans clearly and effectively to leadership teams
- Ensure data integrity across CRM, territory planning tools, and compensation systems; partner with Salesforce Engineering and Policy teams to implement technical solutions and streamline process
- Analyze and evaluate existing sales processes to identify areas for improvement and efficiency gains; collaborate with cross-functional teams to redesign and implement streamlined sales workflows
- Bachelor’s degree in Business, Finance, Economics, Information Systems, or equivalent experience
- 5 years of experience in sales operations or revenue operations
- Proven expertise in sales territory design and quota setting
- Strong analytical and problem-solving skills, with proficiency in modeling and data visualization tools
- Experience working with CRM systems (e.g., Salesforce) and territory planning tools (e.g., Xactly, AlignStar, Anaplan, or similar)
Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).