Director, Sales Planning & Analysis

Director, Sales Planning & Analysis

Copay is currently looking to hire a Director, Sales Planning & Analysis within our U.S. Sales & Marketing organization. This role is a hands-on, tactical planning and analysis position focused on bookings and invoice reporting, headcount and staffing modeling, sales production tracking, and expense vs. budget analysis. You will be the primary planning resource for Sales & Marketing leadership, working independently to deliver the data, models, and insights needed to make informed decisions. Advanced Excel skills are essential, along with proven experience in sales and staffing planning.

Reports to : EVP of US Revenue Operations

Role Responsibilities

• Lead the global sales planning cycle, including annual target-setting, quarterly forecasts, and strategic headcount modeling.
• Managing bookings and invoice tracking for the Sales & Marketing organization, ensuring accuracy and timeliness.
• Leading headcount planning and staffing forecasts, including attrition tracking and backfill planning.
• Building and maintaining advanced Excel models for scenario planning, expense tracking, and budget vs. actual comparisons.
• Analyzing sales production at individual, team, and organizational levels to identify trends and performance gaps.
• Partnering with Sales and Marketing leaders to align staffing and budget plans with production goals and growth targets.
• Supporting annual and quarterly sales and budget planning cycles with detailed analysis and recommendations.
• Preparing reports and dashboards to present insights to senior leadership.
• Identifying process improvements in planning, forecasting, and reporting to improve accuracy and efficiency.

Qualifications & Skills

Benefits & Perks