Call Plan Implementation Manager

Role Summary

The Manager, Call Planning Operations manages the implementation and ongoing maintenance of compliant, strategic call planning for the Cardiometabolic sales organization. This role translates corporate objectives and sales strategies into actionable, high-quality plans that maximize field engagement and revenue opportunities while maintaining regulatory and operational integrity.

Responsibilities

• Implement and manage compliant, strategic call plan operations for the Cardiometabolic sales organization, ensuring on-time, in-scope delivery of all call plans that support sales objectives and revenue targets
• Collaborate with NNI Insights & Analytics and other cross-functional stakeholders to develop call plans that align with company objectives, sales strategies, and field priorities
• Maintain the call plan rules document library: review, update, validate, and version-control business rules to ensure accuracy, compliance, and alignment with evolving strategy and regulatory requirements
• Govern the file library and documentation: manage all files generated during the call-plan process, and ensure files are accurate, reconciled, and distributed to downstream systems in a timely manner
• Coordinate with external software vendors to manage the call-plan refinement environment and application performance; ensure refinement rules reflect current strategy and that the application is intuitive and reliable for field users
• Oversee the field call-plan refinement process: create project timelines, communicate milestones to stakeholders, manage inquiries and exceptions, and maintain ad-hoc and exception lists throughout the refinement window
• Perform rigorous quality control on all call-plan outputs: identify, investigate, and resolve data or rule errors prior to downstream distribution
• Partner with IT and Operations to deploy final incentive compensation and call plan files into downstream systems; govern the file delivery process and maintain an up-to-date, version-controlled documentation library
• Manage the marketing flag process by documenting correct flags, coordinating with internal execution partners, and validating that flags appear correctly in downstream systems
• Independently manage call plan implementation for the Virtual Sales Representative team
• Serve as subject matter expert for call-plan implementation processes, timelines, inputs, outputs, governance, and business rules; provide guidance and training to stakeholders as needed
• Understand technical architecture and backend processes sufficiently to advise partners on adjustments, troubleshoot anomalies, validate fixes, and recommend enhancements
• Act as a core contributor on company initiatives and product launches, offering expert recommendations to support decision-making and ensuring call-plan readiness
• Proactively identify and recommend opportunities to improve efficiency, accuracy, and effectiveness of call planning operations and related tools

Qualifications

• Required: A Bachelor’s degree with at least 4 years of Pharmaceutical industry experience
• Required: 1-2 years experience in either call planning, field sales or field sales operations
• Required: Advanced proficiency in Sales Operations tools and processes, including CRM, incentive compensation, and pharmaceutical sales and customer data
• Required: Strong organizational and prioritization skills; ability to manage multiple projects in a matrixed environment
• Required: Proven ability to manage end-to-end business rules lifecycle, from authoring and validation to maintenance and governance
• Required: Strong track record in understanding system file structures and managing end-to-end file transfer processes
• Required: Advanced proficiency with Microsoft Excel is required
• Preferred: Experience with SQL, Tableau, or similar analytics tools
• Required: Ability to translate business requirements into technical solutions
• Required: Oral and written communication skills that translate with all levels of the organization

Skills

• CRM and incentive compensation tools knowledge
• Data analysis and interpretation
• Project management and cross-functional collaboration
• Strong communication and problem-solving abilities

Education

• Bachelor’s degree (relevant field)

Additional Requirements

• 0-10% overnight travel required