Senior Business Planning

The Senior Business Planning Marketing Specialist is a critical analytical role responsible for transforming raw sales and marketing data into strategic, actionable insights. This position moves beyond standard reporting to deliver robust forecasting models, scenario planning, and deep performance analysis. You will be the data-driven backbone of the marketing department, analyzing Salesforce data to predict sales outlook, identify performance drivers, and provide the Board of Directors with the critical data needed for strategic decision-making.
KEY RESPONSIBILITIES & ACCOUNTABILITIES
1. Managing and Planning Sales Performance (50%)
• Managing monthly forecast of direct sales performance by business line / team, by product
• Making Monthly / Quarterly / Yearly sales performance reports (including BOD review package, Regional Headquarter review packages, etc).
• Analysing Salesforce data (e.g., pipeline velocity, conversion rates, deal stages) to identify trends and provide early warnings or opportunities.
• Go beyond what happened to explain why it happened, providing root cause analysis for performance deviations.
• Calculating Direct sales incentive
• Supporting for 6-month plan (Replan), 1-year plan (Operation Plan), 3-year plan (MRM), etc.
• Supporting Business Planning Manager or other departments for Regional report and business analysis (Regional Headquarter promotions, Sales promotions, new product launch, market review, etc)
• Managing Market survey Data
2. Data Integrity & Collaboration (10%):
• Collaborate closely with the Sales team to audit and confirm final monthly sales figures, ensuring data alignment across all systems.
• Act as the primary owner of marketing data structure and integrity, query, clean, and structure data from multiple sources using SQL and Excel.
3. Business Intelligence (BI) (10%):
• Design, build, and maintain interactive dashboards in Power BI to visualize performance trends for the marketing team and executive leadership.
• Proactively identify gaps in data and propose improvements to data collection and structure.
4. Managing Sales-Force data system (30%)
• Creating new account/ Terminating account for new sales/resigned sales
• Managing Sales-force license
• Supporting Sales training if have any requests from BOD
• Checking & informing any errors to Regional's Sales-force team
• Testing, training and informing to sales if any new functions applied
• Supporting data mass upload for territory management
• Supporting Sales-force report to Finance team and managers if required