Sales Planning & Strategy

About the role

The Business Strategy & Operations team is responsible for defining ambitious business strategies and translating them into actionable plans. This role involves monitoring performance, enabling Sales and Account Management teams to achieve objectives, and working closely with senior leadership to drive growth. You will own medium to large-scale projects focused on business planning, resource allocation, and strategic performance steering.

Responsibilities

• Define Alan’s business plan in collaboration with senior business leaders.
• Frame business and resource allocation decisions to optimize segments and products.
• Translate business plans into actionable Sales and Account Management objectives.
• Build and improve infrastructure to track targets, including dashboards and models.
• Lead or support strategic explorations for new segments and distribution models.
• Monitor results and execution to gather learnings and adjust strategies as necessary.

Required skills

• Business strategy
• Sales strategy
• Revenue operations
• Strategic finance
• Critical thinking
• Problem solving
• Excel
• SQL
• AI tools
• B2B metrics

Nice to have

• BI tools
• Tableau
• Metabase
• Salesforce
• SaaS
• Tech sector

Qualifications

• Experience in business strategy, sales strategy & operations, revenue operations, or business/strategic finance
• Experience in management consulting, investment banking, or private equity

Benefits

• Equity packages
• Macbook Pro
• Flexible vacation policy
• Flexible working hours
• Comprehensive health insurance
• Commuter benefits
• Training budget
• Coaching

About the Company

Alan is a company that integrates insurance, prevention, and care into a single user experience. They partner with over 40,000 companies and serve more than 1 million members, aiming to build a new standard in prevention insurance.