Sales Planning Lead

San FranciscoApply now

Asana is looking for a talented, organized, and experienced leader to join the Revenue org as Head of Global Planning. In this critical strategic and operational role, you will lead a small yet mighty team that will be responsible for project managing the Annual Planning effort for all Sales & Customer Success. You will need to clearly communicate and document timelines, sequencing, and dependencies while partnering with leaders across Revenue, Finance, Strategy, Operations, Enterprise Technology, Talent Acquisition, and beyond. 

You and your team will also be directly responsible for the methodology, calculation, and communication of quotas as well as ownership and maintenance of the quota and headcount models (in Anaplan). You will report on and share attainment and field capacity insights to guide the conversation in quarterly business reviews and influence the strategic direction of the business. Through this scope, the role offers a significant opportunity to impact the overall success in the global Asana sales team. 

We are also a “Best Place to Work” winner; so if you are ready to do your best work and have fun at the same time, click the link below!

What You’ll Achieve 

  • Drive a Fast Start to every new fiscal year for the Revenue org
  • Educate Asana on best-in-class Sales planning 
  • Partner cross-functionally to realize revenue targets while scaling the organization sustainably
  • Document best practices and create global standardization 
  • Ensure the Sales plan is synchronized with Pipe Generation and Growth goals 
  • Move the planning process out of spreadsheets and into Anaplan 

About You

  • 7+ years experience supporting a Sales Team in a finance, strategy, or operations role
  • Experience with and Anaplan preferred
  • Deep understanding of annual planning, including relevant business systems and cross-functional dependencies 
  • Strong project management and stakeholder management skills
  • A player-coach who is able to show by example and develop team talent
  • A track record of success in a demanding, fast-paced, innovative, and entrepreneurial environment
  • Excellent communication (written/verbal), presentation, and facilitation skills


About us

At Asana, you’ll do meaningful, purpose-driven work. We’re not just building a product that helps people be more productive—we’re helping teams and organizations reach their goals together. For the past six years, we've been recognized as an award-winning workplace by Fortune and Great Place to Work, Fast Company, Glassdoor, and Inc. Magazine. Our inclusive culture is intentionally built to enable our teams to be creative and make an impact. With offices all over the world, we’re excited to get back to in-person collaboration along with a hybrid schedule for balance and flexibility in life and work. We’re looking for passionate individuals to join us on our journey. Come do great things with us.

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Why Asana?

We’re growing fast to achieve a big mission that drives us every day. Passionate and curious people like you will help us achieve it. A supportive team, award-winning culture, and unique growth opportunities will empower you to do your best and most impactful work at Asana.

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