As an Analyst of Strategic Planning, you will play a pivotal role in shaping the long-term direction of our Customer Success organization. You will be responsible for independently driving the ...
As an Analyst of Strategic Planning, you will play a pivotal role in shaping the long-term direction of our Customer Success organization. You will be responsible for independently driving the ...
Summary of Job Support the Director, Client Planning & Analytics in delivering high-quality reporting, insights, and strategic planning for EmblemHealth's largest and most complex account: the City ...
Summary of Job Support the Director, Client Planning & Analytics in delivering high-quality reporting, insights, and strategic planning for EmblemHealth's largest and most complex account: the City ...
CNY Planning & Analytics Manager - Hybrid
New York, NY · On-site
$77K - $149K/yr
Summary of Job Support the Director, Client Planning & Analytics in delivering high-quality reporting, insights, and strategic planning for EmblemHealth's largest and most complex account: the City ...
CNY Planning & Analytics Manager - Hybrid
New York, NY · On-site
$77K - $149K/yr
Summary of Job Support the Director, Client Planning & Analytics in delivering high-quality reporting, insights, and strategic planning for EmblemHealth's largest and most complex account: the City ...
Strategic Financial Planning & Analytics Manager
Philadelphia, PA · On-site +1
$101K - $139K/yr
Must be able to travel based on client and business needs About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team ...
Strategic Financial Planning & Analytics Manager
Philadelphia, PA · On-site +1
$101K - $139K/yr
Must be able to travel based on client and business needs About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team ...
Strategic Financial Planning & Analytics Manager
Philadelphia, PA · On-site +1
$101K - $139K/yr
Must be able to travel based on client and business needs About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team ...
Strategic Financial Planning & Analytics Manager
Philadelphia, PA · On-site +1
$101K - $139K/yr
Must be able to travel based on client and business needs About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team ...
Legend Biotech is seeking a Sr. Manager, Clinical Trial Operations Planning & Analytics as part of the Clinical Operations team based in Somerset , NJ . Role Overview The Sr. Manager, Clinical Trial ...
Legend Biotech is seeking a Sr. Manager, Clinical Trial Operations Planning & Analytics as part of the Clinical Operations team based in Somerset , NJ . Role Overview The Sr. Manager, Clinical Trial ...
Role Overview The Sr. Manager, Clinical Trial Operations Planning & Analytics is responsible for the strategic planning and analytics capability to support current and future Legend pipeline studies.
Role Overview The Sr. Manager, Clinical Trial Operations Planning & Analytics is responsible for the strategic planning and analytics capability to support current and future Legend pipeline studies.
About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model ...
About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model ...
About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model ...
About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model ...
Strategic Financial Planning & Analytics Senior Manager
Philadelphia, PA · On-site +1
$110K - $149K/yr
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally About our Practice The Strategic FP&A practice is an advisory group ...
Strategic Financial Planning & Analytics Senior Manager
Philadelphia, PA · On-site +1
$110K - $149K/yr
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally About our Practice The Strategic FP&A practice is an advisory group ...
Strategic Financial Planning & Analytics Senior Manager
Philadelphia, PA · On-site +1
$110K - $149K/yr
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally About our Practice The Strategic FP&A practice is an advisory group ...
Strategic Financial Planning & Analytics Senior Manager
Philadelphia, PA · On-site +1
$110K - $149K/yr
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally About our Practice The Strategic FP&A practice is an advisory group ...
Reporting to the VP of FP&A and Commercial Finance, you will be a key member of the finance leadership team. In this role, you will partner with the executive team and cross-functional leaders to ...
Reporting to the VP of FP&A and Commercial Finance, you will be a key member of the finance leadership team. In this role, you will partner with the executive team and cross-functional leaders to ...
Director, Financial Planning
New York, NY · On-site
Reporting to the VP of FP&A and Commercial Finance, you will be a key member of the finance leadership team. In this role, you will partner with the executive team and cross-functional leaders to ...
Director, Financial Planning
New York, NY · On-site
Reporting to the VP of FP&A and Commercial Finance, you will be a key member of the finance leadership team. In this role, you will partner with the executive team and cross-functional leaders to ...
Sr. Planning Analyst
New York, NY · On-site
$66K - $75K/yr
What We're Looking For • Bachelor's degree in Business, Supply Chain, Analytics, Economics, or a related field. • 2-4 years of experience in demand planning, supply chain, or digital analytics ...
Sr. Planning Analyst
New York, NY · On-site
$66K - $75K/yr
What We're Looking For • Bachelor's degree in Business, Supply Chain, Analytics, Economics, or a related field. • 2-4 years of experience in demand planning, supply chain, or digital analytics ...
Sr. Planning Analyst
New York, NY · On-site
$66K - $75K/yr
What We're Looking For · Bachelor's degree in Business, Supply Chain, Analytics, Economics, or a related field. · 2-4 years of experience in demand planning, supply chain, or digital analytics ...
Quick apply
Sr. Planning Analyst
New York, NY · On-site
$66K - $75K/yr
What We're Looking For · Bachelor's degree in Business, Supply Chain, Analytics, Economics, or a related field. · 2-4 years of experience in demand planning, supply chain, or digital analytics ...
Sr. Planning Analyst
New York, NY · Hybrid
$66K - $75K/yr
What We're Looking For Bachelor's degree in Business, Supply Chain, Analytics, Economics, or a related field. 2-4 years of experience in demand planning, supply chain, or digital analytics within a ...
Sr. Planning Analyst
New York, NY · Hybrid
$66K - $75K/yr
What We're Looking For Bachelor's degree in Business, Supply Chain, Analytics, Economics, or a related field. 2-4 years of experience in demand planning, supply chain, or digital analytics within a ...
About the Role We're seeking a ECommerce Demand Planning Manager to drive demand forecasting ... Analyze sales trends, SKU productivity, and market dynamics to inform pricing, promotions, and ...
About the Role We're seeking a ECommerce Demand Planning Manager to drive demand forecasting ... Analyze sales trends, SKU productivity, and market dynamics to inform pricing, promotions, and ...
Director, Planning
New York, NY · On-site
Ensure programs are continuously optimized through robust data analysis, performance monitoring ... Planning Excellence for the Team Lead, inspire, and mentor planning teams to deliver best-in-class ...
Director, Planning
New York, NY · On-site
Ensure programs are continuously optimized through robust data analysis, performance monitoring ... Planning Excellence for the Team Lead, inspire, and mentor planning teams to deliver best-in-class ...
Commercial & Demand Planning Manager/Senior Manager
New York, NY · On-site
$160K - $210K/yr
Our new venture is looking for a highly analytical, commercially minded planning leader to help build and scale our sales planning function. This role sits at the intersection of Demand Planning ...
Commercial & Demand Planning Manager/Senior Manager
New York, NY · On-site
$160K - $210K/yr
Our new venture is looking for a highly analytical, commercially minded planning leader to help build and scale our sales planning function. This role sits at the intersection of Demand Planning ...
Demand Planning Analyst
New York, NY · On-site
$50 - $60/hr
Bachelor's degree in Supply Chain, Business Analytics, Information Systems, Computer Science, Data Analytics or a related field * 2+ years of experience in Supply Chain Analytics, Demand Planning ...
Demand Planning Analyst
New York, NY · On-site
$50 - $60/hr
Bachelor's degree in Supply Chain, Business Analytics, Information Systems, Computer Science, Data Analytics or a related field * 2+ years of experience in Supply Chain Analytics, Demand Planning ...
Planning Analytics information
What does planning analytics do?
What is the difference between Planning Analytics vs Data Analyst?
| Aspect | Planning Analytics | Data Analyst |
|---|---|---|
| Required Credentials | Degree in Business, Finance, or related field; certifications in analytics or planning tools | Degree in Statistics, Mathematics, or related field; certifications in data analysis or visualization |
| Work Environment | Finance, planning departments; corporate or consulting settings | Data-focused teams; various industries including finance, marketing, healthcare |
| Employer & Industry Usage | Used for budgeting, forecasting, and planning in finance and corporate strategy | Used for data interpretation, reporting, and insights across multiple sectors |
Planning Analytics professionals focus on financial planning, budgeting, and forecasting using specialized tools, while Data Analysts interpret data to generate insights across various industries. Both roles require analytical skills and related credentials, but their core functions and work environments differ.
What does a planning analytics do?

Full-time
Medical, Dental, Vision, Life, Retirement
Posted 20 days ago
Salesforce rating
8.1
Based on 58 frontline employees who took The Breakroom Quiz
111th of 243 rated software companies
Job description
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Job Category
Customer SuccessJob Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
As an Analyst of Strategic Planning, you will play a pivotal role in shaping the long-term direction of our Customer Success organization. You will be responsible for independently driving the development of a strategic point-of-view on critical business topics, as well as guiding the design of strategic initiatives. Your ability to develop a strong perspective on "big bets" for our business via the synthesis of data-driven insights and internal & external research and your individual business judgement, as well as your ability to collaborate with senior stakeholders, will be key to your success in this role. You will work in a dynamic and cross-functional environment, focusing on a strategic planning period of 2-5 years into the future.
This role offers a unique opportunity to shape the future of our organization, working closely with senior leaders and both internal & external experts to drive meaningful change and growth. If you are a strategic thinker with a proven track record in frameworks thinking, business planning, data and analytics and self-initiation - including the ability to lead without formal authority - we encourage you to apply.
Key Responsibilities
Data Analysis and Interpretation: Conduct analysis of large and complex datasets to extract meaningful insights for CSG. Interpret data trends, patterns, and anomalies to inform strategic decision-making.
Data Analysis: Perform detailed data analysis and develop complex data models to derive actionable insights and support decision-making processes.
Dashboard Development and Maintenance: Design, develop, and maintain interactive dashboards and reports using Tableau.
Data Cleaning and Preprocessing: Clean and preprocess raw data to ensure its quality, completeness, and usability for analytical purposes and collaborate with cross-functional teams to define data preprocessing pipelines.
Feature Engineering: Identify and create relevant data features to enhance model performance and accuracy. Work closely with domain experts to extract valuable insights and incorporate to improve data processes.
Reporting: Prepare comprehensive reports for executive leadership and stakeholders, effectively communicating trends, patterns, and predictions through clear and insightful visualizations and narratives.
Collaborative Problem Solving: Collaborate with stakeholders to understand business requirements and translate them into data-driven solutions. Work cross-functionally with engineering, product, and business teams to integrate data science solutions into existing systems.
Collaborative Partners
While this role is an individual contributor (IC) role, you will be expected to collaborate with various teams to drive the successful definition and planning of strategic initiatives. You will work closely with the following teams and individuals:
Data & Analytics Resources: Partner with data and analytics team members to interpret data analyses and identify data-driven insights to ultimately drive strategic planning and inform executive decision-making.
Internal Cross-Functional Experts: Work across various teams and individuals to uncover business context, gather insights, align stakeholders and understand high-level operational requirements around POVs & initiatives. This internal network will be key to transforming a big bet from a theoretical POV into the rhythm of the business.
Project/Program Management: Collaborate with project and program managers to ensure the effective planning, design and delivery of strategic initiatives.
Role Requirements
Education: Bachelor's Degree in Data Science, Economics, Finance, Math/Statistics or a related field. PhD preferred.
Experience: A minimum of 2-3 years of professional experience in roles requiring data, business analytics, financial due diligence, strategic planning and business acumen. Background as an engagement manager in Big 4, management consulting or strategy highly preferred.
Technical expertise: regarding data models, database design development, data mining, and segmentation techniques.
Proficiency with databases (SQL, etc.).
Strong knowledge of statistics and experience using statistical packages for analyzing datasets (Python/R, Excel etc.)
Experience with data visualization tools (e.g., Tableau).
Self-Driver: Proven ability to synthesize multiple sources of information into a compelling strategic point of view. Comfortable working in a fast-paced, evolving and occasionally ambiguous environment.
Stakeholder Engagement: Strong interpersonal and communication skills, collaborating effectively with stakeholders, communicating complex topics using simple language and building organizational consensus.
Analytical Skills: Familiarity with data and analytics concepts, able to work with data professionals to translate data-driven insights into actionable recommendations.
Cross-Functional Collaboration: Demonstrated ability to work in a cross-functional team environment, fostering collaboration and alignment. Experience managing complex projects and initiatives, ensuring timely delivery and successful implementation.
Unleash Your Potential
When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance andbe your best, and our AI agents accelerate your impact so you cando your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.
Accommodations
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates' resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $117,400 - $177,600 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $140,900 - $193,700 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.What Salesforce employees say
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