Planning Analyst

American Express Global Business Travel

. Coordinate across Commercial teams and technology on lead workflow alignment and rollout .

Posted 9/18/2026full-timeGurgaon • IndiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Marketing Operations and Revenue Operations, with a strong focus on lead workflow management, process improvement, and documentation. Proficient in utilizing CRM and marketing automation tools to optimize performance and support data-driven decision-making.

Highest-signal resume keywords

Lead Workflow ManagementCRM (Salesforce)Marketing Automation Tools (Marketo, SFMC)Project Management Tools (Workfront, Asana, Jira)Process Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead Workflow/Routing Tools (LeanData)Data ValidationPerformance ReportingWorkflow DocumentationData Consolidation

Soft Skills

Clear Written CommunicationProactive Problem SolvingProcess Orientation

Tools & Technologies

SalesforceMarketoSFMCWorkfrontAsanaJira

Industry Keywords

B2B Demand GenerationLifecycle ConceptsGovernance FrameworksMarketing Tech Stack

About the role

Key responsibilities & impact

Coordinate across Commercial teams and technology on lead workflow alignment and rollout
Define workflows, logic, routing rules, and annual workflows with stakeholders
Coordinate, test, and maintain commercial workflows across the Lead-to-Opportunity lifecycle
Document workflow logic and changes and keep the system source of truth current
Build and coordinate lead workflow performance reporting to identify routing optimization opportunities and data quality gaps
Support alignment with Marketing Science on funnel and performance metrics
Support governance and operations projects led by the Governance & Planning Lead
Centralize and unify roadmap inputs across teams to surface optimization opportunities
Conduct research, data gathering, field audits, data validation checks, and cross-team follow-ups
Flag blockers, dependencies, and open questions proactively
Manage and continuously improve the Marketing Growth Ops & Tech intake process, focusing on automation and efficiency
Identify manual steps to eliminate or streamline and implement process improvements
Own process documentation, including SOPs, workflow guides, decision logs, and governance frameworks
Build and maintain a structured, accessible knowledge base
Support ROI tracking by consolidating data across tools and initiatives
Contribute to the Marketing data dictionary by maintaining field definitions, data lineage, and taxonomy

Requirements

What you’ll need

Graduate with 5–7 years of experience in Marketing Ops, Revenue Operations, Sales Operations, or a similar role
Comfortable working across a Marketing Tech stack, including CRM (Salesforce), marketing automation tools (Marketo, SFMC), and similar platforms
Hands-on experience with lead workflow/routing tools (LeanData or similar)
Strong documentation instinct; ability to keep documentation current and useful
Process-oriented and proactive; able to identify and act on inefficiencies
Clear written communicator in English
Experience with project management tools (Workfront, Asana, Jira, or similar)
Familiarity with B2B demand generation and lifecycle concepts is a bonus

Benefits

Comp & perks

Health and welfare insurance plans
Retirement programs
Parental leave
Adoption assistance
Wellbeing resources for colleagues and their immediate family
Weekly travel deals from major travel providers on flights, hotels, cruises, and car rentals
Access to over 20,000 courses on the learning platform
Leadership courses
New job openings available to internal candidates first
Global Inclusion Groups