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Planning Analysis Manager Jobs in Delaware (NOW HIRING)

Nixon Medical

Sales Analytics Manager

New Castle, DE · On-site

Support strategic account planning through data analysis. * Provide analytical support to Key Account Managers. * Manage Definitive Healthcare integration. * Maintain current health system data

NIXON MEDICAL

Sales Analytics Manager

New Castle, DE · On-site

Support strategic account planning through data analysis. * Provide analytical support to Key Account Managers. * Manage Definitive Healthcare integration. * Maintain current health system data

NIXON MEDICAL

Sales Analytics Manager

New Castle, DE · On-site

Support strategic account planning through data analysis. * Provide analytical support to Key Account Managers. * Manage Definitive Healthcare integration. * Maintain current health system data

Zettalogix INC

ERP Business Analyst

Dover, DE · On-site

... business analysis resource supporting the ERP Financial Management System (FMS) Modernization initiative. This position will be hybrid in Dover, DE. What You'll Do This individual will work ...

Trinnex

Senior Financial Analyst

Dover, DE · On-site

$67K - $84K/yr

You'll play a key role in financial planning, forecasting, project financial management ... Experience in Financial Planning & Analysis (FP&A), corporate finance, project accounting, or a ...

New

Ra

ERP Manager

Wilmington, DE · On-site

Best place!! As an ERP Manager, you will be involved in designing, implementing and deploying ... Your expertness lies in documenting business processes, business needs analysis & business mapping.

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Planning Analysis Manager information

What does a planning analysis manager do?

A Planning Analysis Manager is responsible for overseeing and coordinating the strategic planning and financial analysis activities within an organization. They analyze data, forecast trends, and provide insights to support decision-making processes. Their duties often include budgeting, performance monitoring, and identifying areas for operational improvement. By synthesizing complex information, they help guide leadership in setting and achieving organizational goals.

What are the key skills and qualifications needed to thrive as a planning analysis manager?

To thrive as a Planning Analysis Manager, you need strong analytical, financial modeling, and strategic planning skills, usually supported by a degree in finance, business, or a related field. Proficiency with advanced Excel functions, financial planning software (such as SAP or Oracle), and sometimes certifications like CFA or CPA is highly valued. Excellent communication, leadership, and problem-solving abilities help drive collaboration and actionable insights across departments. These skills ensure accurate forecasting, informed decision-making, and the effective alignment of business strategies with organizational goals.

What are the main challenges planning analysis managers typically face when coordinating cross-departmental projects?

Planning Analysis Managers often encounter challenges in aligning different departments’ goals and timelines, as each team may have its own priorities and data standards. Effective communication and negotiation skills are crucial to ensure all stakeholders are on the same page and to resolve conflicts that may arise. Additionally, integrating diverse data sources for comprehensive analysis can be complex, requiring strong analytical abilities and proficiency with various reporting tools. Overcoming these challenges helps ensure successful project outcomes and fosters collaborative relationships across the organization.

What is the difference between Planning Analysis Manager vs Financial Analyst?

AspectPlanning Analysis ManagerFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; often preferred with MBA or certifications like CFABachelor's degree in finance, accounting, or economics; certifications like CFA are common but not always required
Work EnvironmentTypically in corporate finance departments, overseeing planning and analysis teamsOften in finance or investment firms, supporting budgeting, forecasting, and financial reporting
Employer & Industry UsageUsed in large corporations, manufacturing, and consulting firms for strategic planningCommon in banks, investment firms, and corporate finance roles across industries

The Planning Analysis Manager focuses on overseeing financial planning, budgeting, and strategic analysis at a managerial level, while the Financial Analyst primarily conducts detailed financial data analysis to support decision-making. Both roles require strong financial credentials, but the manager role involves leadership and strategic oversight, whereas the analyst role emphasizes data analysis and reporting.

What cities in Delaware are hiring for Planning Analysis Manager jobs?

Cities in Delaware with the most Planning Analysis Manager job openings:

Planning Analysis Manager jobs near you

Sales Analytics Manager

New Castle, DE • On-site

Nixon Medical
Medical Centers and Clinics • 501 - 1,000 employees
Learn more about Nixon Medicalexternal

Full-time

Re-posted 5 days ago

Nixon Medical rating

6.2

Company rating: 6.2 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Overview
Reporting to the Director of Sales Operations, the Sales Analytics Manager is responsible for delivering the analytics, business intelligence, and operational insights that enable data-driven decision-making across the sales organization. This role serves as the primary administrator for Salesforce CRM and is accountable for sales reporting, dashboard development, territory and account data management, healthcare market intelligence, and sales process governance.
The Sales Analytics Manager partners closely with Sales Leadership, Territory Sales Managers, Regional Sales Managers, Key Account Managers, Marketing, Customer Care, and other cross-functional stakeholders to improve sales effectiveness through high-quality analytics, optimized business processes, and accurate CRM data. This position transforms data into actionable insights that improve forecasting, identify growth opportunities, strengthen pipeline management, and support strategic business decisions.
Key Responsibilities
Sales Analytics & Business Intelligence
Lead the development and delivery of analytics that provide visibility into sales performance, business trends, and revenue opportunities.
Responsibilities include:
  • Develop, maintain, and distribute recurring sales performance reports and executive dashboards.
  • Produce reporting including:
    • Sales Results
    • Pipeline Health
    • Forecast Accuracy
    • Win/Loss Analysis
    • Regional Sales Trends
    • Activity & Productivity
    • Customer Experience (CXD) Activity
    • Trade Show Performance
    • Key Account Performance
    • Major Account Performance
    • Quarterly Business Reviews for Key Accounts
  • Analyze sales performance to identify trends, risks, and opportunities.
  • Present actionable insights and recommendations to Sales Leadership.
  • Support strategic planning through business analytics and KPI reporting.

Salesforce CRM Administration & Data Governance
Serve as the primary Salesforce administrator responsible for maintaining a reliable, scalable, and user-friendly CRM environment.
Responsibilities include:
  • Administer Salesforce to support the commercial organization.
  • Maintain CRM data integrity and governance standards.
  • Eliminate duplicate accounts and standardize account records.
  • Manage Parent/Child account relationships.
  • Maintain approved Salesforce email templates.
  • Develop and maintain dashboards and reports.
  • Retire obsolete reports and streamline reporting processes.
  • Develop Salesforce automations that improve efficiency.
  • Deliver regular system enhancements to improve user productivity.
  • Improve Salesforce Mobile functionality and user experience.
  • Support CRM governance, user adoption, and best practices.

Territory, Account & Market Intelligence
Maintain accurate territory structures and market intelligence that support effective sales coverage and strategic account management.
Responsibilities include:
  • Maintain territory alignment across the sales organization.
  • Manage ZIP Code assignments and territory mapping.
  • Support territory redesign and optimization initiatives.
  • Maintain Key Account and Major Account assignments.
  • Support strategic account planning through data analysis.
  • Provide analytical support to Key Account Managers.
  • Manage Definitive Healthcare integration.
  • Maintain current health system data
  • Research new hospitals, healthcare facilities, and expansion opportunities.
  • Support future Salesforce and enterprise system integrations.

Sales Process Optimization & Compliance
Ensure Salesforce accurately reflects sales activity while supporting consistent execution of established sales processes.
Responsibilities include:
  • Develop Pipeline Compliance reporting.
  • Monitor Salesforce adoption and process compliance.
  • Audit opportunity quality and pipeline accuracy.
  • Ensure forecast data integrity.
  • Identify process gaps and recommend operational improvements.
  • Improve consistency in CRM utilization across the sales organization.
  • Partner with Sales Leadership to enhance sales processes and operational efficiency.

Cross-Functional Partnership & Continuous Improvement
Collaborate across departments to improve business processes, reporting capabilities, and organizational effectiveness.
Responsibilities include:
  • Build collaborative relationships with Sales, Marketing, Customer Care, Finance, and other business partners.
  • Support sales enablement initiatives through data and analytics.
  • Recommend process improvements that increase productivity and reporting accuracy.
  • Leverage technology and automation to improve operational efficiency.
  • Continuously evaluate reporting, systems, and workflows to identify opportunities for improvement.

Requirements
Qualifications
  • Bachelor's degree in Business, Analytics, Finance, Information Systems, or a related field.
  • Five or more years of experience in Sales Analytics, Sales Operations, Business Intelligence, CRM Administration, or a related commercial operations role.
  • Strong Salesforce CRM administration and reporting experience.
  • Strong analytical skills with the ability to translate complex data into meaningful business insights.
  • Advanced proficiency with Microsoft Excel and reporting tools.
  • Experience developing executive dashboards, KPIs, and sales performance metrics.
  • Knowledge of territory management, pipeline analytics, and forecasting processes.
  • Excellent organizational, communication, and presentation skills.
  • Demonstrated ability to manage multiple priorities while working collaboratively across functional teams.

Key Skills
  • Sales Analytics & Business Intelligence
  • Salesforce CRM Administration
  • Data Governance & Quality Management
  • Executive Reporting & Dashboard Development
  • Forecasting & Pipeline Analytics
  • Territory & Account Management
  • Healthcare Market Intelligence
  • Process Improvement & Automation
  • Business Process Optimization
  • Strategic Planning Support
  • Cross-Functional Collaboration
  • Continuous Improvement

Success Measures
Performance in this role will be evaluated by:
  • Delivery of timely, accurate, and actionable analytics that support business decisions.
  • High Salesforce data quality, governance, and user adoption.
  • Reliable pipeline visibility and forecast accuracy.
  • Accurate territory, account, and market data management.
  • Continuous enhancement of Salesforce functionality and reporting capabilities.
  • Increased efficiency through process improvements and automation.
  • Business insights that identify opportunities, mitigate risks, and improve revenue performance.
  • Strong partnerships that enhance sales effectiveness and operational excellence.

About Nixon Medical
For more than 55 years, Nixon Medical has been a trusted leader in providing premium medical apparel and linens to outpatient healthcare centers. Our commitment to exceptional service has earned us partnerships with some of the largest regional health systems in the United States, and we proudly serve over 10,000 locations every week. As a mission-driven organization, we've built an award-winning workplace culture rooted in respect, integrity, and growth. Our mission - to grow and create opportunities that enrich each other's lives - comes to life through a culture focused on helping our associates become the best versions of themselves while empowering our customers to deliver outstanding patient care.
Nixon Medical is proud to partner with Work Step, a cutting-edge text messaging-based associate feedback platform, to drive an amazing culture of associate engagement and continuous improvement.
We believe to grow and create opportunities that enrich each other's lives, opportunities must be available to all. Our commitment to having a diverse, equitable, and inclusive workforce will strengthen our progress to continue offering long-term career opportunities while providing best in class solutions for our customers.
Nixon Medical is an EEO/Affirmative Action Employer.

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