POSITION SUMMARY
The Sales Demand Planning Analyst is responsible for ensuring effective tracking
and follow-up of business opportunities across the LATAM region, with a
particular focus on deals that combine Services and Product offerings. This role
serves as a critical link between the Services and Product organizations,
ensuring seamless coordination and alignment throughout the sales cycle.
Additionally, the analyst supports the sales teams in the accurate and timely
entry of business plans into the pipeline, driving data integrity and visibility
for leadership decision-making.
RESPONSIBILITIES
* Cross-Business Opportunity Tracking: Monitor and follow up on business
opportunities that involve both Services and Product offerings, ensuring
proper coordination between both organizations throughout the sales cycle.
* Pipeline Plan Entry Support: Support sales teams in the accurate entry and
maintenance of business plans in the pipeline (CRM/Salesforce), ensuring data
completeness, consistency, and alignment with business targets.
* Services-Product Linkage Assurance:
Act as the liaison between Services and
Product sales teams to ensure that combined deals are properly structured,
tracked, and reflected in the pipeline with correct linkages.
* Pipeline Health Monitoring: Track and report on pipeline health metrics for
cross-functional deals, identifying gaps, stalled opportunities, or
misalignments between Services and Product components.
* Sales Process Compliance: Ensure that sales teams follow established
processes and policies for opportunity creation, qualification, and
progression through pipeline stages, particularly for bundled
Services/Product deals.
* Data Quality & Integrity: Validate and maintain data accuracy in CRM systems,
ensuring that opportunity records reflect current status, correct
categorization, and proper assignment across business units.
* Reporting & Insights: Generate regular reports and dashboards on
cross-business pipeline performance,
📌 Sales Operations (Lima)
🏢 Vertiv
📍 Lima