"Alerted.org

Sales Planning Manager - Marketplace Partnership

The Sales Planning Manager plays a critical role in driving efficiency, accuracy, and strategic rigor throughout the sales process within our Marketplace Partnerships division. Acting as the operational backbone, this individual manages deal execution, project manages proposal development, and ensures data integrity across systems to enable efficient scaling.

This role is ideal for a detail-oriented, commercially savvy professional who excels at managing complex workflows, coordinating multiple stakeholders, and ensuring seamless deal execution in a fast-paced agency environment.

Key Responsibilities

Proposal Development & Deal Support

+ Lead the development and project management of sales proposals and pitch materials, ensuring alignment with strategic pitch direction, and company standards.

+ Partner with Sales Leadership, Cross-Functional SME’s, and Finance to prepare high-quality, accurate, and on-time proposals for new business opportunities.

+ Project manage all pricing, audit, data, and insights requests that inform deal strategy and proposal development.

+ Serve as a strategic partner to the sales team - structuring deals, modeling outlooks and revenue waterfalls, and providing commercial insights that inform pitching, forecasting and pipeline planning.

+ Serve as a key point of contact for Marketplace Partnerships Sales inquiries - providing clarity on processes, documentation requirements, and approval workflows.

+ Partner with leadership and internal stakeholders to ensure clean handoffs between Sales, Finance, and Client Services Teams once a deal is closed.

Pipeline & Data Integrity

+ Maintain high standards of CRM data hygiene, ensuring pipeline accuracy, deal stage tracking, and consistent forecasting inputs.

+ Audit HubSpot data regularly to ensure opportunities reflect the latest commercial details, client and contract information, and stage progressions.

+ Provide weekly pipeline and deal status reports to Sales leadership, flagging key trends, delays, or risks.

Cross-Functional Collaboration & Enablement

+ Finance: Partner on pricing alignment, deal valuations, and approval requirements.

+ Revenue Operations (RevOps): Collaborate on process optimization, CRM data integrity, and reporting needs.

+ Client Services: Collaborate and facilitate pitch development, and smooth handover post-deal execution.

+ Marketing: Ensure pitch materials, case studies, and proposal templates remain current and aligned with brand positioning.

+ Training & Documentation: Document Marketplace Partnerships–specific sales processes and lead training sessions as needed on proposal standards, deal workflows, and CRM best practices.

Requirements

+ Bachelor’s degree in Business, Finance, or related field.

+ 3-5 years of experience in sales operations, or commercial enablement within a digital, ecommerce, or technology-driven environment.

+ Strong experience managing proposal development and deal workflows across multiple stakeholders.

+ Advanced proficiency with HubSpot CRM (pipeline management, reporting, and opportunity tracking).

+ Exceptional organization, communication, and project management skills, with the ability to manage multiple concurrent priorities.

+ Strong attention to detail, accountability, and a passion for driving process excellence.

+ Demonstrated success in improving operational efficiency and supporting cross-functional teams.

Benefits

+ Health, dental, and vision

+ PTO

+ 401K matching

+ Summer Fridays

+ Wellness and commuter benefits

+ Work with a fun, consultative team of experts

+ Location - headquartered in SoHo, New York City with offices in San Diego, Hamburg and Bratislava

SALARY: $80,000 - $120,000