Sales Strategy and Planning Associate

Job Description

About G2 - The Company

When you join G2, you're joining the team that helps businesses reach their peak potential by powering decisions and strategies with trusted insights from real software users.

G2 is the world's largest and most trusted software marketplace. More than 100 million people annually including employees at all Fortune 500 companies use G2 to make smarter software decisions based on authentic peer reviews. Thousands of software and services companies of all sizes partner with G2 to build their reputation and grow their business including Salesforce, HubSpot, Zoom, and Adobe. To learn more about where you go for software, visit www.g2.com and follow us on LinkedIn.

As we continue on our growth journey, we are striving to be the most trusted data source in the age of AI for informing software buying decisions and go-to-market strategies. Does that sound exciting to you Come join us as we try to reach our next PEAK

About G2 - Our People

At G2, we have big goals, but we stay grounded in our PEAK (Performance + Entrepreneurship + Authenticity + Kindness) values. You'll be 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.

About The Role

The Sales Strategy and Planning Associate will help drive the day-to-day success of the sales organization 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 organization. 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 Bangalore office.

In This Role, You Will

- Quota Setting & Compensation Planning:

- Develop and manage a scalable process for setting and tracking sales quotas, implementing systems and tools to ensure accurate and timely tracking of quota attainment.
- Collaborate with sales leadership to design and implement streamlined and effective sales compensation plans, ensuring alignment to company targets

- Territory Management & Rules of Engagement

- Define, implement,and track a territory management process to optimize sales coverage and maximize revenue potential.
- Work with sales and cross-functional teams to define Rules of Engagement, documenting and communicating across organization to ensure consistency & alignment

- Insights and Data Analysis:

- 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

- Cross-Functional Collaboration:

- 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.

Minimum Qualifications

We realize 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.

- 1- 3 years of experience in management consulting, finance, business operations, or an analytical/operational role
- 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)

What Can Help Your Application Stand Out

- Experience with business intelligence tools like Looker, Clari, Tablea, SPIF
- Experience working with a quote-to-cash system (e.g., CPQ, DealHub)

Our Commitment to Inclusivity and Diversity

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 waywe 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.