Principal Product Manager - Territory Management
Summary
Principal Product Manager at UKG (US, remote) who owns the vision, strategy, and roadmap to rebuild sales territory management as an automated, Agentic-AI-first planning ecosystem — integrating Salesforce, Clari, FP&A, and forecasting into data-driven territory, capacity, and quota planning.
- Own and evolve the product vision, strategy, and roadmap for next-generation sales territory management.
- Reimagine the end-to-end territory planning process — including segmentation, account assignment, coverage balancing, quota alignment, and capacity planning — to enable automation and intelligence.
- Unify territory planning with forecasting, FP&A, pipeline, revenue targets, and business insights into a connected, data-driven decision framework.
- Design and implement an Agentic-AI-first operating model where intelligent agents continuously analyze data, flag risks, recommend actions, generate scenarios, and automate approved decisions.
- Partner with Architecture, Data, and Engineering to build scalable data models, APIs, and integration capabilities that connect systems like Salesforce and Clari.
- Define product requirements that support a cohesive planning ecosystem rather than disconnected applications; ensure seamless operation across Salesforce and Clari.
- Introduce industry best practices in sales operations, territory management, forecasting, capacity modeling, and revenue planning.
- Lead discovery sessions, user interviews, and workshops to capture insights and prioritize product requirements.
- Define MVP scope, iterate on delivery, and measure results to drive improvement in planning efficiency and decision velocity.
- Establish success metrics around territory effectiveness, capacity accuracy, forecast quality, coverage gaps, and sales productivity.
- Communicate strategy, progress, and business outcomes to executives and stakeholders; foster alignment across teams.
- Champion a data-first, outcome-driven approach to product management, setting a standard for excellence in enterprise product delivery.
- 8+ years of Product Management experience in B2B SaaS or enterprise technology.
- Strong understanding of territory design, account assignment, capacity and coverage planning, quota setting, forecasting, and sales performance management.
- Deep expertise in Sales Territory Management, Sales Planning, or Revenue Operations.
- Proficient in Salesforce, including CRM data models, automation, and integration frameworks.
- Experience with Clari and modern revenue forecasting tools.
- Strong understanding of FP&A principles and how financial targets translate into capacity and territory plans.
- Experience with Agentic AI, intelligent automation, or AI-driven decision-support systems.
- Proven success transforming manual, spreadsheet-heavy processes into scalable enterprise-grade products.
- Background in systems architecture and data engineering collaboration.
- Demonstrated skill in product leadership, stakeholder management, and influencing senior executives.
- Excellent communication skills with the ability to distill complexity into actionable insights.