Principal Consultant, Sales Effectiveness

This is a fully remote position, open to applicants in Canada, +1 more country.

📋 Description

• Lead the deployment of enterprise-level sales planning solutions for both new and existing Forma.ai clients, which includes gathering requirements, redesigning systems and processes, executing rollouts, and managing change.

• Serve as a strategic ally to clients in order to refine sales planning processes and enhance the utilization of the Forma.ai platform.

• Contribute to the definition of product requirements and the prioritization of features related to territory design, quota establishment, territory management, and associated functionalities.

• Transform input from customers, leadership, and personal field experiences into actionable product requirements.

• Assist sales and marketing initiatives by defining solutions, facilitating proofs of concept, and articulating possibilities to potential clients.

• Foster clarity, make informed decisions, and advance initiatives even amidst uncertainty.

• Report directly to the Chief of Staff and Head of Sales Planning Products.

• Collaborate with clients, senior leadership at Forma.ai, and Product Engineering teams.

⛳️ Requirements

• Proven experience in sales effectiveness, territory and quota planning, or sales incentives, whether as a consultant, solutions architect, RevOps professional, or in a role related to Sales Performance Management (SPM).

• A minimum of 6 years of progressive experience.

• A background in management or technology consulting is strongly preferred.

• Experience managing executive client relationships.

• Proven experience in conducting discovery and design workshops.

• Experience delivering recommendations that have been implemented by executives.

• Proficient in independently developing analytics and models.

• Capability to present to Chief Revenue Officers (CROs) and collaborate with analysts on model logic.

• Experience in translating field insights into product enhancements.

🏝️ Benefits

• Employee stock ownership plan.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Disability insurance.

• Life insurance.

• Paid parental leave.

• $750 yearly training stipend.

• Opportunities for career advancement.