Planning Analyst

Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We’re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued.

This role owns day-to-day lead workflows and coordinates the Global Lead Operations roadmap with Commercials & Tech, working closely with the Governance & Planning Lead. You'll be the hands-on operator for our lead routing logic and broader commercial workflows, while also supporting Marketing Growth Ops & Tech's governance and planning initiatives — centralized roadmap, intake process, reporting, and documentation.

What You'll Do

• Coordinate across Commercial teams and tech on lead workflows alignment and rollout (including defining workflows & logics with stakeholders, routing rules, annual workflow aligned to business goals)

• Coordinate, test, and maintain commercial workflows across the Lead-to-Opportunity lifecycle and document workflow logic and changes, keeping the system's source of truth current

• Build and coordinate lead workflows performance reporting to identify routing optimization opportunities and data quality gaps and assist with alignment with Marketing Science on key funnel and performance metrics

• Support governance and ops projects led by the Governance & Planning Lead — centralizing and unifying roadmap inputs across teams (not driving the roadmap independently) to surface optimization opportunities, plus other MarTech governance initiatives

• Handle research, data gathering, and follow-up tasks that keep things moving (e.g. field audits, data validation checks, cross-team follow-ups on open action items)

• Flag blockers, dependencies, and open questions proactively and manage and continuously improve the Marketing Growth Ops & Tech intake process — with a focus on automation and efficiency, not just tracking

• Identify manual steps that can be eliminated or streamlined; propose and implement fixes and own all process documentation for the Marketing Growth Ops & Tech team — SOPs, workflow guides, decision logs, and governance frameworks

• Keep docs current as things evolve, with no prompting needed

• Build and maintain a structured, accessible knowledge base

• Support Marketing Growth Ops & Tech ROI tracking — consolidating data points across tools and initiatives and contribute to the Marketing data dictionary — maintaining field definitions, data lineage, and taxonomy in close collaboration with stakeholders

What We're Looking For  

• 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 — CRM (Salesforce), marketing automation tools (Marketo, SFMC), and similar platforms

• Hands-on experience with lead workflow / routing tools (LeanData or similar)

• Strong documentation instinct — you write things down, keep them current, and make them useful

• Process-oriented and proactive — you spot inefficiencies and act on them

• 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

Location

The #TeamGBT Experience

Work and life: Find your happy medium at Amex GBT.

• Flexible benefitsare tailored to each country and start the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and wellbeing resources to support you and your immediate family.

• Travel perks: get a choice of deals each week from major travel providers on everything from flights to hotels to cruises and car rentals.

• Develop the skills you wantwhen the time is right for you, with access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first.

• We strive to champion Inclusion in every aspect of our business at Amex GBT. You can connect with colleagues through our global INclusion Groups, centered around common identities or initiatives, to discuss challenges, obstacles, achievements, and drive company awareness and action.

• And much more!

All applicants will receive equal consideration for employment without regard to age, sex, gender (and characteristics related to sex and gender), pregnancy (and related medical conditions), race, color, citizenship, religion, disability, or any other class or characteristic protected by law.

Click Here for Additional Disclosures in Accordance with the LA County Fair Chance Ordinance.

Furthermore, we are committed to providing reasonable accommodation to qualified individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the hiring process. For details regarding how we protect your data, please consult theAmex GBT Recruitment Privacy Statement.

What if I don’t meet every requirement? If you’re passionate about our mission and believe you’d be a phenomenal addition to our team, don’t worry about “checking every box;" please apply anyway. You may be exactly the person we’re looking for!