Business Planning Analyst, ES

CanadaRemoteFull-timemid

OtherBusiness

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Quick Summary

Key Responsibilities

High school diploma or equivalent required; a bachelor’s degree in business, marketing, data analytics, or a related field is preferred. At least 5 years of experience in sales operations, analytics,

Requirements Summary

Technical Tools

OtherBusiness

The Business Planning Analyst will play a key role in supporting business performance through data-driven insights, reporting, and operational optimization. This position combines sales analytics, CRM management, pricing strategy, forecasting, and process improvement to help leaders make informed decisions. You will work with data from multiple business systems to develop meaningful reports, dashboards, and recommendations. The role also supports territory management, sales planning, account strategies, and cross-functional business initiatives. Working closely with teams across Sales, Marketing, Finance, IT, Operations, Manufacturing, and other functions, you will help improve efficiency and data quality. This is an opportunity to contribute to strategic initiatives while strengthening analytical processes across a dynamic healthcare environment.

Generate and analyze daily, weekly, monthly, and ad-hoc sales reports, tracking key performance indicators and consolidating data from Salesforce, SAP, EXFM, and other business systems.
Provide regional and national market share analysis across GI, pulmonary, and surgical call points, identifying trends and opportunities for improved performance.
Build dashboards and automated reports using SAP, Salesforce, and other analytical tools, translating complex data into clear business insights for senior leadership.
Analyze rolling Salesforce data and collaborate with international stakeholders on U.S. market forecasting, including analysis of business performance and Profit & Loss data.
Provide recommendations to sales leaders based on business drivers, performance trends, forecasts, and other relevant metrics.
Manage CRM data quality and integrity, monitor opportunities and quote tracking, and support integration with enterprise systems.
Train sales teams on CRM tools and processes and provide reporting and training support during new-hire onboarding.
Work with Marketing and other stakeholders to maintain accurate quotable parts within the Salesforce-connected CPQ tool.
Develop and maintain GPO and IDN price lists, conduct pricing analysis, and support competitive positioning and profitability initiatives.
Assist with annual sales quota and incentive plan development, data mining, forecasting, business intelligence projects, and other sales operations initiatives.
Maintain online sales and marketing systems and collaborate with IT to resolve technical issues and improve system effectiveness.
Identify opportunities to improve workflows, reduce bottlenecks, automate recurring activities, and increase the accuracy and efficiency of analytical processes.
Develop standard operating procedures for data outputs and analytics deliverables.
Collaborate with IT, Marketing, Manufacturing, Customer Service, Finance, Operations, Service, and R&D to align analytics and operational support with business objectives.
Prepare presentations, reports, and analysis for leadership meetings and other ad-hoc business needs.
Manage demo inventory processes, including equipment allocation, location and availability tracking, and asset management.
Ensure compliance with applicable U.S. FDA medical device requirements, ISO 13485 standards, and other relevant laws, regulations, and standards.
Perform additional responsibilities and projects as assigned by management.

Requirements

~2 min read

High school diploma or equivalent required; a bachelor’s degree in business, marketing, data analytics, or a related field is preferred.
At least 5 years of experience in sales operations, analytics, business planning, or a similar function is preferred.
Experience in the healthcare industry is highly preferred, with familiarity with GI or pulmonary flexible endoscopy markets and advanced therapeutic procedures considered a plus.
Strong proficiency in Microsoft Office, particularly Excel and PowerPoint.
Advanced knowledge of SAP, CRM platforms such as Salesforce, EXFM, and other analytics tools is preferred.
Strong analytical, critical thinking, statistical, and mathematical skills, with the ability to interpret complex data and translate findings into actionable recommendations.
Experience with pricing analytics and pricing strategy.
Ability to present data-driven insights and recommendations clearly to senior leadership.
Experience training employees on CRM systems and related processes.
Strong organizational and project management skills, with the ability to manage multiple priorities simultaneously.
Demonstrated experience identifying and implementing process improvements and operational efficiencies.
Excellent written and verbal communication skills, particularly when explaining complex information to different audiences.
Ability to work independently, exercise sound judgment, and collaborate effectively across multiple functions.
Ability to use hands and fingers to operate keyboards and manipulate items, as well as sit, stand, talk, and hear.
Ability to perform close-vision tasks when reviewing detailed reports, data, and metrics.
Willingness to travel up to 10% for trade shows, training, and cross-functional meetings.