GTM Planning Analyst
One Model
Your work days are brighter here.
At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.
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About the Team
The GTM Planning Team is a small, high-leverage team with a mandate to align efforts across GTM functions in developing an integrated Go-To-Market Plan that drives business performance and customer satisfaction. We own the cycle of GTM planning & execution and translate high-level strategy into tangible actions and measurable results by evaluating trade-offs and investment decisions. We are building this capability in a dynamic environment and to support Workday as a newly minted S&P 500 company for its next phase of growth. We embrace an agile mindset, evangelize a data-driven approach, and have a passion for continuous improvement.About the Role
As a GTM Planning Analyst, you will help Workday optimize our pipeline target-setting approach and develop pipeline targets. You will partner with relevant GTM stakeholders to design & execute a data-driven process that delivers ambitious yet realistic targets to motivate Sales, drive accountability, and set Workday on a path to achieve our long-term revenue growth objectives. You will conduct various GTM analyses to support fact-based decision making, and play a pivotal role in driving efficiency and effectiveness within our GTM planning processes.
Responsibilities
Administer & Optimize Adaptive Planning Systems: Manage data, operations, configurations, and user support for Workday Adaptive Planning. Collaborate with GTM stakeholders and Systems teams to optimize its configuration and ensure it effectively supports all planning processes.
Support Pipeline Target-Setting Process: Support the design, development, testing, and administration of Workday’s critical target-setting models, including conducting data analysis and scenario planning to inform targets.
Drive Data Preparation & Analysis for Planning Decisions: Prepare and analyze complex datasets from various sources to support annual planning and quarterly business reviews, inform trade-off & investment decisions, and generate key reports and dashboards.
Drive Continuous Process Improvement & Knowledge Management: Assess GTM planning processes and tool utilization to identify and recommend optimization opportunities. Assist in documenting data flows, model specifications, system configurations, roles & responsibilities, and other standard operating procedures.
Provide Ad-hoc Analytical Support: Respond to and fulfill diverse ad-hoc data requests and provide analytical support for special projects initiated by GTM Planning, Strategy, and Long-Range Planning teams.
Support Data Reporting: Develop, generate, and maintain insightful reports and dashboards to track key GTM metrics, visualize performance, and communicate planning outcomes to stakeholders.
About You
We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.
Minimum requirements
Minimum of 7+ years of experience sales operations, business analytics, or a similar role
Excellent knowledge of sales & pipeline metrics, target setting process, and creation of sales & pipeline dashboards
Proven experience in data analysis and modeling, using tools such as Excel, SQL, and CRM systems
Proven experience with Planning software such as Workday Adaptive Planning, Anaplan, OneStream or similar tools
Strong analytical and problem-solving skills, with the ability to translate complex data into meaningful insights
Exceptional attention to detail and accuracy in data management and reporting
Proficiency in SQL and other data visualization tools such as Tableau, Power BI, or similar tools
Proven experience in a fast-paced environment; self-motivated and resourceful; ability to navigate ambiguity
Preferred qualifications
Bachelor's degree in Business Administration, Finance, or a related field
Experience with SaaS and enterprise software products or services
Our Approach to Flexible Work
With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!