Sales Operations | Territory Planning & Management

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Our Culture and Impact

Cvent is a leading meetings, events, and hospitality technology provider with more than 6,000+ employees and 34,000+ customers worldwide, including 60% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. Our technology brings millions of people together at events around the world. In short, were transforming the meetings and events industry through innovative technology that powers the human connection.

Cvent's strength lies in its people, fostering a culture where everyone is encouraged to think like entrepreneurs, taking risks and making decisions confidently. We value diverse perspectives and celebrate differences, working together with colleagues and clients to build strong connections.

AI at Cvent: Leading the Future

Are you ready to shape the future of work at the intersection of human expertise and AI innovation? At Cvent, we’re committed to continuous learning and adaptation—AI isn’t just a tool for us, it’s part of our DNA. We’re looking for candidates who are eager to evolve alongside technology. If you love to experiment boldly, share your discoveries, and help define best practices for AI-augmented work, you’ll thrive here. Our team values professionals who thoughtfully integrate AI into their daily work, delivering exceptional results while relying on the human judgment and creativity that drive real innovation.

Throughout our interview process, you’ll have the chance to demonstrate how you use AI to learn, iterate, and amplify your impact. If you’re excited to be part of a team that’s leading the way in AI-powered collaboration, we’d love to meet you.

Role & responsibilities

Territory Planning & Management

• Design and maintain territory structures and account portfolios across all sales segments.
• Execute bi-monthly and annual planning cycles, including DS-SDR territory changes, AM portfolio updates, etc.
• Manage in-year territory changes: transfers, account moves, holdbacks, and inter-team transitions.
• Run recurring audits (inactive reps, temporary territories, opportunities) to maintain data integrity in Salesforce.
• Serve as the first point of contact for territory escalations and queries from Sales.
• Support AM portfolio rebalancing using AUM, rep performance, and account potential data.

Reporting & Analytics

• Build and maintain dashboards and reports giving Sales leadership visibility into territory health, AUM, and account coverage.
• Analyze territory and account data to surface trends and actionable insights.
• Support cross-functional projects and special analyses for Sales, Finance, and Operations leadership.

Process Excellence

• Own Wiki documentation for all key processes creating and maintaining playbooks that are repeatable, auditable, and transferable.
• Proactively identify and implement improvements to the speed, accuracy, and scalability of territory processes.
• Support UAT and rollout of Salesforce or tooling changes that impact territory and account data.

AI & Technology

• Actively use AI tools (Glean, Copilot, etc.) daily for analysis, territory modeling, documentation, and reducing manual effort.
• Identify opportunities where AI can improve process quality and scalability; drive those improvements independently.
• Share AI approaches with teammates and apply AI responsibly, validating outputs and maintaining data privacy.

Preferred candidate profile

Experience

• 1-4 yrs in sales ops, territory planning/management, or a data-centric role.
• Exposure to territory design, account workflows, or CRM administration is a plus.

Technical Skills

• Salesforce: account ownership, opportunity fields, territory data.
• Advanced Excel (pivot tables, complex formulas, large datasets).
• AI/productivity tools: Claude, Copilot, ChatGPT, or equivalent.
• BI tools (Tableau, Power BI, Sigma): an advantage.

Core Competencies

• High attention to detail: this role involves recurring, accuracy-critical workflows.
• Effective communicator across Sales reps, managers, and senior leadership.
• Collaborative, responsive, and able to manage competing priorities with professionalism.
• Strong analytical mindset with the ability to work with complex datasets and translate findings into clear recommendations.
• Growth mindset: eager to learn, embrace AI tools, and push for smarter ways of working.