Account Planning Analyst

Sapiens is seeking an Account Planning Analyst to support the execution and continual improvement of the strategic account planning function across existing customers. Sitting within the Revenue Operations (RevOps) function, the Account Planning Analyst oversees the governance of all renewal and account planning across the business. Through the implementation of policy and tooling, ensuring repeatable execution across the sales organisation. You will play a crucial role in enabling the achievement of Sapiens’ revenue growth objectives.

You will support a structured account planning process that integrates short-term contractual inputs, such as renewals and notice periods, with long-term strategic considerations aligned with customer health and Sapiens’ growth priorities. The role ensures that account planning activity is informed by key renewal processes and data, working closely with renewal owners and account executives to drive predictability of renewal management while identifying expansion, upsell, cross-sell, and other opportunities over the medium to long term.

Through disciplined process ownership and cross-functional coordination with Pricing, Planning, Sales Operations, and Finance, the Account Planning Analyst helps drive consistency and accountability in account planning governance and execution across the existing Sapiens customer base.

The role is suited to an early-career professional, who is looking to build strong foundational expertise in account planning, renewals, and customer lifecycle management within a B2B software environment. The role offers broad exposure across teams and provides a strong platform for progression into more senior commercial operations, account strategy, or revenue leadership roles as Sapiens continues to scale.

Key Responsibilities:

• Own the day-to-day operational execution of account planning governance across existing customers, ensuring plans are created, maintained, and reviewed in line with agreed RevOps frameworks and timelines.
• Coordinate contractual triggers, renewal milestones, and notice periods, ensuring sales teams have clear visibility of upcoming events and required actions.
• Monitor application of the account planning checklist, ensuring commercial expectations across price and non-price elements are documented, escalated, and approved in line with policy.
• Partner with Sales Operations, Pricing, Planning, and Finance to ensure account plans are aligned to commercial policy, revenue targets, and forecasting assumptions.
• Produce and iterate account planning support materials for deployment by Sales Operations.
• Act as the primary point of contact for policy questions for account planning and renewals, interfacing with senior stakeholders across the business.
• Produce clear and accurate reporting on the account planning process, to support proactive decision-making.
• Identify recurring renewals and account planning issues, policy gaps, or process inefficiencies and champion continuous improvement in the existing business sales process.

Experience/Skills required:

• 3–5 years of experience in commercial governance, deals desk, revenue operations, or sales operations, with a track record of strategic insight and commercial acumen in enterprise software sales enablement.
• A strong understanding of enterprise B2B customer lifecycles, including renewals, notice periods, contract structures (including SaaS), and multi-year account planning.
• Ability to manage multiple accounts, timelines, and deliverables simultaneously, exercising sound judgment and attention to detail in a fast-paced commercial environment.
• Proven experience producing leadership-ready materials, analysis, and reporting in a complex industry (preferably insurance software), using standard industry tools (PowerPoint, Excel, Word, Power BI).
• Experience working within a born-in-the-cloud software company, with strong familiarity in cloud-native commercial models and SaaS deal structures.

Sapiens is an equal opportunity employer. We value diversity and strive to create an inclusive work environment that embraces individuals from diverse backgrounds.

[email protected] is your contact for any questions. We kindly ask that you apply through our website or LinkedIn.