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HealthEquity · 1 hour ago

Sr Sales Workforce Planner

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $101K/yr

4+ years exp

HealthEquity is dedicated to saving and improving lives by empowering healthcare consumers. The Sr Sales Workforce Planner will play a critical role in the Revenue Operations organization by owning the analytical truth behind headcount, coverage, productivity, and cost decisions to ensure alignment with revenue opportunities.

Financial ServicesHealth CarePayments

Growth Opportunities

Responsibilities

Own and maintain living capacity and coverage models that continuously evolve based on business conditions

Model capacity based on:

Segment growth rates

Productivity trends

Attrition and ramp assumptions

GTM motion complexity and role design

Translate hiring plans and coverage decisions into revenue capacity implications

Partner with Sales and RevOps leadership to ensure coverage models remain realistic, scalable, and aligned to strategy

Serve as an analytical owner for the multi-month TOY planning cycle

Support and model:

Quota setting and productivity assumptions

Territory and coverage balance analysis

Headcount sensitivity scenarios

Revenue risk and capacity gap assessments

Pressure-test assumptions and surface risks early to support leadership decision-making

Ensure TOY outputs are explainable, defensible, and aligned across Sales, RevOps, and Finance

Use advanced SQL to join workforce, territory, account, and revenue data across systems

Analyze productivity by:

Segment

Tenure

Role

GTM motion

Quantify operating expense (opex) versus growth tradeoffs

Support scenario modeling to inform hiring pace, role mix, and investment prioritization

Productivity Trend Monitoring – Detect early warning signs in performance or coverage

Attrition Sensitivity Modeling – Quantify revenue and capacity risk under attrition scenarios

Manager Load Analysis – Identify spans of control risks and inefficiencies

Mid-Year Rebalancing Support – Inform territory, coverage, and capacity adjustments

Finance Planning Support – Align headcount, opex, and revenue assumptions

Qualification

Advanced SQLAnalytical modelingCapacity planningSales roles understandingStakeholder partnershipMulti-priority managementCommunication skillsAttention to detail