Business Planning Analyst, ES

Overview

This role provides critical support by delivering actionable insights, data management, and process optimization to help achieve business objectives. Responsibilities include performance analytics, CRM management, pricing strategy support, and operational efficiency improvements. The analyst partners with leadership to optimize territory management, develop sales metrics, and strengthen national and regional account strategies. Reports to the Director of ES Operations.

Responsibilities

Analytics and Reporting

• Generate and analyze daily, weekly, monthly, and ad-hoc sales reports using key business metrics (KPIs).
• Consolidate data from multiple sources (including Salesforce, SAP, and EXFM, and other business systems) into Excel to produce reporting and business insights.
• Provide market share analytics at regional and national levels for GI, pulmonary, and surgical call points.
• Create dashboards and automated reports using tools such as SAP and SFDC.
• Use 6-mos rolling SFDC data to support forecasting for the US market with the factory in Japan.
• Identify trends, analyze reports/data (including BU Profit & Loss statement), and present data-driven insights to senior leadership to support strategic decision-making.
• Make recommendations to sales leaders to explain drivers of business performance.

CRM and Data Management

• Manage CRM platforms to ensure accurate data entry and data integrity.
• Use Definitive Healthcare database and SAP to support analysis.
• Train sales teams on how to access and use CRM tools effectively.
• Monitor opportunities and quote tracking and integrate results with enterprise systems.
• Work with marketing leaders to help manage the accuracy of quotable parts in the Quote tool (CPQ) connected to Salesforce.

Pricing and Market Analysis

• Develop and maintain GPO/IDN price lists.
• Conduct pricing analytics to support competitive positioning and profitability.
• Collaborate with leadership to establish and implement pricing strategies.

Sales Operations Support

• Support development and deployment of annual sales quotas and incentive plans.
• Assist with sales projects, including data mining, forecasting, and business intelligence initiatives.
• Facilitate onboarding for new hires by providing reports and training as needed.
• Maintain an online sales and marketing system and coordinate with IT to resolve technical issues.

Process Improvement

• Identify and design workflows to enhance operational efficiency and reduce bottlenecks.
• Develop standard operating procedures for data outputs and analytics deliverables.
• Identify opportunities to improve accuracy, efficiency, automation, and reduce resource usage.

Cross-Functional Collaboration

• Partner with IT, Marketing, Manufacturing, Customer Service, Finance, Operations, Service, and R&D to align analytics with business goals and streamline analytical functions and outputs.

• Provide operational support and analysis for ad hoc meetings, including preparing presentations and reports.

• Review and manage demo inventory, including equipment allocation, location and availability management, and asset tracking.

• Perform additional responsibilities as assigned by management.

Qualifications

Experience

• High School Diploma or equivalency is required.
• Bachelor’s degree in business, marketing, data analytics, or a related field preferred.
• Minimum of 5 years in sales operations, analytics, or a similar role preferred.
• Experience in the healthcare industry highly preferred.
• Familiarity with GI/pulmonary flexible endoscopy markets and advanced therapeutic procedures is a plus.

Skills

• Strong proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Advanced knowledge of SAP, CRM, and EXFM platforms (e.g., Salesforce) and analytics tools preferred.
• Exceptional analytical and critical thinking skills.
• Ability to interpret data and make recommendations to Senior Leadership to support strategic decision-making.
• Ability to provide training to employees regarding CRM.
• Pricing analytics and pricing strategy experience.
• Effective verbal and written communication skills for presenting complex ideas.
• Strong organizational skills and ability to manage multiple priorities simultaneously.
• Demonstrated process improvement capabilities.
• Demonstrated project management capabilities.
• Ability to work independently and exercise sound judgment.
• Proficiency in statistical concepts and mathematical analysis.

Preferred Qualifications

• Bachelor’s degree in business, marketing, data analytics, or a related field.
• Minimum of 5 years in sales operations, analytics, or a similar role.
• Experience in the healthcare industry.
• Familiarity with GI/pulmonary flexible endoscopy markets and advanced therapeutic procedures.

Physical Requirements

• Ability to use hands and fingers to manipulate items, including keyboards.
• Ability to sit, stand, talk, and hear.
• Close vision capabilities for reviewing detailed reports and metrics.

Travel

• Up to 10% travel to attend trade shows, training, or cross-functional meetings.

Compensation & Benefits

• $XX,XXX-$82,685
• Medical, Dental, Vision
• Life Insurance
• 401k

Location

Lexington, Massachusetts

Regulatory & Compliance Requirements

• Comply with all applicable U.S. Food and Drug Administration (U.S. FDA) medical device regulatory requirements, applicable ISO 13485 standard requirements, and all other applicable laws, regulations, and standards.

COVID-19 Requirements (as applicable)

• If COVID-19 vaccine mandates issued by the federal government, or by state or local government become effective and enforceable, fully vaccinated status may be required for covered roles, absent an accommodation due to medical or sincerely held religious belief or other legally required exemption.
• Candidates entering facilities where vendor credentialing or similar requirements exist will be required to comply with facility credentialing requirements, including vaccine requirements.
• Vaccination is encouraged; the successful candidate must be willing to test for COVID-19 periodically and wear a face covering indoors as required, absent an accommodation due to medical or sincerely held religious belief or other legally required exemption.

Equal Opportunity & ADA

• Equal employment opportunity in hiring, promotion, advancement, compensation, benefits, and training regardless of nationality, age, gender, sexual orientation or gender identity, race, ethnicity, religion, political creed, ideology, national or social origin, disability, veteran status, etc.
• Reasonable accommodation is available for applicants in completing the application, interviewing, completing pre-employment testing, or participating in the employee selection process.