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If you’ve Googled “Strategic Planner job description,” you’ve probably seen the same tired formula over and over again: bullet points, jargon, and generic filler that could apply to almost any role.
The problem? Posts like that don’t actually help you attract top-tier candidates. They just list duties. And while that might tick a compliance box, it won’t spark the interest of someone who thinks strategically for a living.
Here’s the truth: great strategic planners aren’t just task managers—they’re problem solvers, forecasters, and decision enablers. They want to know more than just what the role requires. They want to know why it matters, who they’ll collaborate with, and how their insights will shape the company’s future.
That’s why in this guide, we’re going beyond the generic template.
- You’ll learn what a Strategic Planner actually does in plain, human language.
- You’ll see two ready-to-use job description templates (one for experienced planners, one for entry-level).
- You’ll learn how to spot the difference between a good job description and a bad one.
- Plus, I’ll share bonus tips, a copy-paste version for quick use, and even how to use AI wisely (without letting it make your job posts sound robotic).
📌 If you haven’t yet, I recommend reading our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ first—it explains why most generic posts fail and gives you the full framework for writing ones that actually convert.
And if you’re serious about hiring the right people, I’ll also show you how to take it one step further: using WorkScreen.io to automatically evaluate applicants, so you don’t just attract talent—you identify the best of them quickly.
Don’t let bad hires slow you down.
WorkScreen helps you find the right people—fast, easy, and stress-free.
What A Strategic Planner Actually Does - Their Roles
A Strategic Planner is the person who helps your company see beyond the day-to-day. They’re not just analyzing numbers or writing reports—they’re connecting the dots between your goals, your resources, and the ever-changing market.
Think of them as a navigator for your business: they study where you are now, where you want to go, and then map out the smartest route to get there. Along the way, they identify risks, spot opportunities, and make sure every department is aligned with the bigger picture.
In plain English:
- They analyze data and trends to understand what’s working and what’s not.
- They collaborate with leadership teams to set realistic goals and strategies.
- They turn complex insights into clear recommendations that guide decision-making.
- They ensure that long-term strategy matches day-to-day execution so the business doesn’t drift off course.
A great Strategic Planner balances analytical skills with big-picture thinking. They’re detail-oriented enough to crunch numbers but visionary enough to see where the market is heading. Just as importantly, they know how to communicate those insights in a way that rallies the team around a shared mission.
Two Great Strategic Planner Job Description Templates
We’ll provide two tailored job description options:
1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.
2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.
✅ Option 1: Job Description For Experienced Strategic Planner
📌 Job Title: Strategic Planner — Growth & Market Insights (Full-Time, Hybrid)
📍 Location: New York, NY | 💼 Department: Strategy | 💰 Salary: $85,000–$110,000 base + bonus + benefits
🎥 A quick word from our hiring manager: (Insert Loom/YouTube link)
Who We Are
BrightPath Consulting is a 65-person strategy & analytics firm helping mid-market consumer brands ($10M–$200M ARR) make smarter decisions with data. Founded in 2018 and headquartered in NYC, we serve ecommerce and B2B SaaS clients across North America. Our work blends market research, financial modeling, and execution roadmaps to help leadership teams choose the highest-leverage moves—faster.
What You’ll Be Doing
- Analyze business performance, customer cohorts, market trends, and competitors to guide long-term bets.
- Partner with execs to define growth priorities and translate them into 12–24 month roadmaps.
- Build financial/operational models and scenario plans (e.g., pricing, expansion, product mix).
- Turn complex insights into clear recommendations and narratives for decision-makers.
- Drive cross-functional alignment (Marketing, Product, RevOps) and track strategic KPIs.
What We’re Looking For
- 3–5 years in strategy, management consulting, or business analytics.
- Fluency with Excel/Sheets and a BI tool (Power BI, Tableau, or Looker).
- Strong structuring & communication—you can turn data into decisions.
- Bachelor’s in Business/Econ/Stats or related; Master’s a plus.
Perks & Benefits
- Medical, dental, vision (company-covered options)
- 401(k) with company match
- 15 PTO days + 10 paid holidays + winter shutdown
- Hybrid schedule (3 office / 2 remote) + WFH stipend
- $1,500 annual learning budget (courses, conferences, books)
- Commuter benefits, wellness stipend, parental leave
Why This Role Is a Great Fit
- High impact: Your work shapes C-suite decisions and go-to-market moves.
- Breadth & exposure: Partner directly with founders and functional leaders.
- Clear growth path: Progress to Strategy Lead with ownership of client portfolios.
- Culture of curiosity: We value thoughtful debate, ownership, and measurable outcomes.
How We Hire
We respect your time. Every application is reviewed and we respond within 2 weeks. Shortlisted candidates complete a WorkScreen evaluation (real-world scenario), followed by a two-round interview. Every applicant hears back—no black holes.
📥 Apply via WorkScreen: (Insert WorkScreen link)
✅ Option 2: Job Description For Entry-Level Strategic Planner (Willing to Train)
📌 Job Title: Junior Strategic Planner — Product & GTM (Full-Time, Remote-First)
📍 Location: Remote (US time zones preferred) | 💼 Department: Strategy | 💰 Salary: $50,000–$65,000 base + benefits
🎥 A quick word from our VP of Strategy: (Insert Loom/YouTube link)
Who We Are
NextWave Tech is a 120-person, remote-first SaaS company that helps ecommerce brands monitor inventory, fulfillment SLAs, and shipping costs in real time. Founded in 2020, we power operations for 300+ stores by unifying demand forecasts, supplier lead times, and logistics performance into a single, actionable dashboard. Our strategy team sits at the intersection of Product, RevOps, and Marketing to align the business on what to build—and why.
What You’ll Be Doing
- Support senior strategists with market research, KPI tracking, and opportunity sizing.
- Help prepare strategy briefs and exec-ready decks (problem → insights → plan).
- Maintain dashboards that monitor product adoption, churn drivers, and segment trends.
- Coordinate cross-functional inputs to keep roadmaps aligned and measurable.
- Learn how to turn findings into clear, practical recommendations.
What We’re Looking For
- Recent grad or 0–2 years in business analysis/research/ops.
- Strong writing, slide-making, and quantitative reasoning.
- Comfortable in Sheets/Excel; curiosity about BI tools is a plus.
- Coachable, organized, and proactive—you ask good questions and follow through.
Perks & Benefits
- Medical, dental, vision (company contribution)
- Fully remote + $800 home office stipend
- 15 PTO days + flexible wellness days + paid holidays
- $1,200 annual learning stipend + internal mentorship
- Internet stipend, ergonomic gear reimbursement, parental leave
Why This Role Is a Great Fit
- Skill-building runway: Structured mentorship and real project ownership.
- Meaningful problems: Work on pricing, adoption, churn, and market sizing.
- Startup pace, real support: Growth without chaos—clear goals and feedback.
- Visibility: Present to Product & GTM leadership; see your work implemented.
Our Hiring Promise
We evaluate potential as much as experience. All applicants complete a WorkScreen exercise that mirrors the job—no trick puzzles. Interviews are remote, and everyone gets a response within 1–2 weeks.
📥 Apply via WorkScreen: (Insert WorkScreen link)
What A Software Analyst Actually Does - Their Roles
At its core, a Software Analyst is the bridge between business needs and technical solutions. They don’t just write down requirements or pass tasks to developers — they dig deep to understand why the software is being built, what problem it solves, and how it should perform in the real world.
In practice, that means a Software Analyst:
- Works with stakeholders to gather requirements and translate them into clear, actionable plans.
- Analyzes existing systems to spot inefficiencies, gaps, or opportunities for improvement.
- Collaborates closely with developers, testers, and project managers to ensure the software actually does what it’s supposed to.
- Keeps an eye on performance, usability, and alignment with business goals—not just “does it work,” but “does it work well for the people who use it?”
Think of them as part investigator, part translator, and part problem-solver. A great Software Analyst balances technical understanding with communication skills—they need to speak the language of both coders and business leaders.
That’s why hiring for this role isn’t just about ticking boxes for programming knowledge or years of experience. It’s about finding someone who’s curious, detail-oriented, and genuinely committed to making software more effective and valuable for the people who depend on it.
Breakdown of Why These Strategic Planner Job Posts Work
Both examples (BrightPath Consulting for experienced talent, and NextWave Tech for entry-level talent) stand out because they connect with candidates on multiple levels instead of just listing tasks. Here’s the breakdown:
1. Clear, Specific Job Titles
- BrightPath doesn’t just say “Strategic Planner.” They specify “Strategic Planner — Growth & Market Insights”, which signals scope and focus.
- NextWave uses “Junior Strategic Planner — Product & GTM”, which tells applicants the level (entry) and where they’ll focus (product & go-to-market).
👉 This clarity filters out unfit applicants and draws in those who see themselves in the role.
2. Personal Touch with Video
Both posts include a short video from the hiring manager/VP. This humanizes the company, gives candidates a face behind the words, and instantly makes the opportunity feel real. Many job seekers never get this level of transparency—so it stands out.
3. Authentic Company Overview
Instead of boilerplate (“We are a leading firm…”), each JD describes the company with specificity:
- BrightPath = 65-person strategy firm helping mid-market brands.
- NextWave = 120-person SaaS helping ecommerce companies manage logistics.
This paints a picture of scale, market, and mission, so candidates know exactly what kind of environment they’d be joining.
4. Responsibilities Show Impact, Not Just Tasks
The duties aren’t written as generic bullet points—they explain why the work matters:
- BrightPath: “Turn complex insights into clear recommendations and narratives for decision-makers.”
- NextWave: “Help prepare strategy briefs and exec-ready decks (problem → insights → plan).”
This framing shows candidates how their work drives outcomes and makes them feel valuable before they even apply.
5. Requirements are Balanced
- BrightPath sets a bar: 3–5 years + BI tools + communication skills. This signals it’s a senior seat.
- NextWave lowers barriers by saying “recent grads welcome” and emphasizing coachability. They explicitly value potential as much as experience, which widens the talent pool and attracts ambitious learners.
6. Perks & Benefits Are Transparent
Listing tangible perks—PTO, health insurance, stipends, learning budgets—builds trust and seriousness. Many bad job posts hide this information, which frustrates candidates. These posts flip it and use transparency as a selling point.
7. Why This Role Is a Great Fit Section
Instead of vague claims like “great culture,” both posts spell out why someone would thrive:
- BrightPath: “High impact… clear growth path… culture of curiosity.”
- NextWave: “Skill-building runway… meaningful problems… startup pace, real support.”
This communicates values and candidate experience in a way that feels personal and motivating.
8. Respectful Hiring Process
Both companies set expectations:
- Applications reviewed.
- Responses within 1–2 weeks.
- Everyone hears back (no ghosting).
- Evaluation via WorkScreen so candidates are judged on skills, not just resumes.
This shows respect, fairness, and modern thinking—exactly what top candidates look for.
✅ The takeaway: These posts aren’t just checklists. They’re marketing tools. They sell the opportunity, reflect the company’s values, and treat candidates with respect—all while being specific, transparent, and human.
Example of a Bad Strategic Planner Job Description (And Why It Fails)
Job Title: Strategic Planner
Company: GlobalCorp Inc.
Job Type: Full-Time
Deadline: September 30, 2025
Job Summary
GlobalCorp Inc. is seeking to hire a Strategic Planner to support business strategy and planning. The ideal candidate will analyze data, prepare reports, and support leadership in decision-making.
Key Responsibilities
- Conduct research and analysis.
- Prepare presentations and reports.
- Support planning activities.
Requirements
- Bachelor’s degree in Business, Economics, or related field.
- 3+ years of relevant experience.
- Strong communication skills.
How to Apply
Interested candidates should send a CV and cover letter to hr@globalcorp.com by September 30, 2025. Only shortlisted candidates will be contacted.
❌ Why This Job Post Fails
- Generic Job Title
“Strategic Planner” with no context. Is it for marketing? Finance? Operations? Candidates can’t tell, which means qualified people might scroll past. - Cold Company Summary
“GlobalCorp Inc.” tells the reader nothing. There’s no mission, scale, or reason for being. Candidates don’t get a sense of why this role exists or what the company does. - Responsibilities Are Too Vague
“Conduct research” and “prepare reports” could mean anything. The duties don’t communicate impact, scope, or importance—so it feels like busywork, not strategy. - No Transparency on Salary or Perks
Not listing compensation is a red flag for many candidates today. It suggests either the company isn’t competitive or isn’t upfront. - No Culture or Values
Nothing about the team, leadership style, or workplace values. Without culture signals, top candidates can’t imagine themselves there. - Dismissive Hiring Process
“Only shortlisted candidates will be contacted” is cold and discouraging. It signals that the company doesn’t respect applicants’ time or effort. - Weak Call to Action
A plain “send CV to HR” feels outdated and transactional. It doesn’t motivate or excite the right applicants to hit apply.
✅ The takeaway: This bad example highlights what most online JD templates look like—lifeless, vague, and uninspiring. Compare it with the strong examples earlier, and the difference is night and day.
Bonus Tips to Make Your Strategic Planner Job Description Stand Out
Even with a strong structure, there are extra touches you can add to make your job description feel more human, trustworthy, and memorable. These details show candidates that your company cares about more than just filling a role—they show you value people.
1. Add an Important Notice for Candidate Safety
Scams are everywhere in recruiting. A short safety disclaimer builds instant trust.
Example:
“We take the privacy and security of all applicants seriously. We will never ask for payment, banking details, or personal financial information during any part of the hiring process.”
This small line signals professionalism and integrity.
2. Be Transparent About Time Off
Top candidates value balance just as much as compensation. If your company offers PTO, flex days, or wellness leave, say it upfront.
Example:
“Enjoy 20 PTO days annually, plus 2 flex days each quarter so you can recharge when you need it.”
This not only attracts applicants—it shows you respect employee well-being.
3. Highlight Training & Growth Opportunities
Strategic planners want to grow into leadership roles. If you invest in learning, mentorship, or certifications, feature it in the JD.
Example:
“We invest in growth. Every team member gets $2,000 annually for learning programs, plus mentorship from senior strategists.”
This reframes the job as a career path, not just a seat to fill.
4. Add a Human Touch with a Video
We mentioned it earlier, but it’s worth emphasizing again: a short Loom or YouTube video from the hiring manager or CEO makes a huge difference. Candidates see a real person, hear real enthusiasm, and instantly feel more connected to the role.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
5. Show Off Real Employee Voices
If you have Glassdoor reviews, testimonials, or even short quotes from team members, link them.
Example:
“Hear from our team: ‘I love that every project feels like solving a puzzle that actually moves the business forward.’ — Maria, Senior Strategic Planner”
This moves your post from “company talking about itself” to “people who work here love it.”
✅ Adding these bonus details doesn’t take much time, but it differentiates your job post from the sea of generic ones. And for strategic roles, where the best candidates are selective, these signals can be the deciding factor.
Should You Use AI to Write a Strategic Planner Job Description?
It feels like everyone is using AI tools to churn out job descriptions these days. Even some ATS platforms now offer “one-click JD generation.” But here’s the truth: relying on AI alone is one of the fastest ways to end up with a generic, lifeless job post that turns off top candidates.
❌ Why You Shouldn’t Rely on AI Alone
- It produces filler, not substance. You’ll get the same bland “Responsibilities / Qualifications / Apply Here” structure we’ve already seen fail.
- It attracts the wrong candidates. Generic posts appeal to mass applicants—not the thoughtful, high-value ones.
- It weakens your employer brand. A job description is often the first impression a candidate gets. If it feels robotic, you’ve already lost credibility.
✅ The Right Way to Use AI
AI is useful when it’s guided by your input. Think of it as an assistant that polishes your ideas—not a substitute for them.
Here’s how to do it properly:
- Feed it raw ingredients. Tell AI what your company does, what the role actually entails, your culture, and the kind of candidate you want.
- Set the tone. Do you want the JD warm and conversational? Professional and formal? Culture-first? Tell AI that.
- Share your non-negotiables. Salary, benefits, values, perks—these need to be included.
- Use it for refinement, not creation. Let AI help with clarity, grammar, and formatting—not writing the JD from scratch.
Example of Wrong vs Right AI Prompt
❌ Wrong Prompt:
“Write me a job description for a Strategic Planner.”
Result → You’ll get something generic, vague, and uninspired.
✅ Right Prompt:
“Help me write a Strategic Planner job description for [Company Name]. We’re hiring someone to [key responsibilities]. Our culture is [describe values], and we want to attract candidates who are [ideal traits]. Salary range is [X–Y]. Benefits include [list]. Here are some notes I’ve already drafted: [insert notes].”
Result → You’ll get a structured, customized draft that reflects your company’s identity.
💡 Bottom line: AI is a powerful tool, but only if you use it with intention. Don’t let it replace your company’s unique voice—use it to amplify it.
Smart Hiring Starts Here
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Copy-Paste Strategic Planner Job Descriptions
We get it—sometimes you just need something fast. Maybe you’ve already read this guide and understand what a strong job post looks like, but you also want a solid starting point you can copy, paste, and tailor to your company in minutes.
That’s what this section is for.
✏️ Important Reminder:
Don’t copy this word-for-word and expect magic.
This is a foundation, not a final draft.
Add a Loom video, inject your team culture, and edit the details to reflect your actual company.
In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.
Think of these as starting points, not final drafts.
- Option 1: A more conversational, culture-first job description that highlights personality and team fit.
- Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.
✅ Option 1: Conversational / Culture-First Template
Job Title: Strategic Planner — [Add Focus Area, e.g., “Growth & Operations”]
Location: [City or Remote]
Compensation: $XX,000–$XX,000 + benefits
🎥 Message from the Hiring Manager: [Insert Loom/YouTube link]
About Us
At [Your Company Name], we’re on a mission to [state mission]. We’re a [company size/type] team who believes in [values]. Every day, we help [customer segment] achieve [impact/outcome].
We’re looking for a Strategic Planner to help us connect the dots between our goals, market opportunities, and day-to-day execution. If you’re someone who thrives on solving problems and shaping big decisions, this is your seat at the table.
What You’ll Be Doing
- Turn data and insights into clear recommendations for leadership.
- Partner with cross-functional teams (Product, Marketing, Ops) to align on goals.
- Build forecasts, track KPIs, and spot risks or opportunities early.
- Support the design and rollout of 12–24 month strategies.
What We’re Looking For
- years in strategy, business analysis, or consulting (or strong potential to learn).
- Sharp analytical and problem-solving skills.
- Ability to tell stories with data—not just report it.
- Collaborative mindset and strong communication skills.
Perks & Benefits
- Medical, dental, vision insurance
- Paid time off + holidays + flex days
- Professional development budget
- Remote work stipend / commuter benefits
- [Any unique perks your company offers]
Why This Role Is a Great Fit
- You’ll make a direct impact on how our company grows.
- You’ll get exposure to leadership-level decisions
- You’ll be part of a supportive, mission-driven team.
📥 How to Apply
Apply directly via WorkScreen here: [WorkScreen link]
We use WorkScreen to ensure every applicant is fairly evaluated based on skills—not just resumes. Every application is reviewed, and all candidates hear back within [X timeframe].
✅ Option 2: Structured “Job Brief + Responsibilities + Requirements” Template
Job Title: Strategic Planner
Location: [City or Remote]
Salary Range: $XX,000–$XX,000 + benefits
Job Brief
We’re looking for a Strategic Planner to support our long-term planning efforts. In this role, you’ll analyze data, forecast outcomes, and partner with leadership to guide decisions that shape the company’s future.
Responsibilities
- Conduct market and performance analysis.
- Develop financial/operational models for strategic planning.
- Prepare reports and presentations for executives.
- Align stakeholders on strategy and track progress.
Requirements
- Bachelor’s degree in Business, Economics, or related field.
- years of experience in strategy, planning, or consulting.
- Strong Excel/Sheets and presentation skills.
- Excellent communication and organizational ability.
Perks & Benefits
- Health, dental, vision
- Paid time off and holidays
- Retirement savings plan
- Learning & growth budget
- Flexible/remote options
Why Join Us
At [Your Company], your work won’t be stuck in a deck—it will shape the future of our business. You’ll collaborate with leadership, own impactful projects, and grow your career in an environment that values clear thinking and bold ideas.
📥 How to Apply
Submit your application via WorkScreen: [WorkScreen link].
We respect every applicant’s time and make sure all candidates receive a response.
Next Step: Let WorkScreen Handle Candidate Evaluation
Writing a strong job description is only the first step. Once applications start rolling in, the real challenge begins: how do you quickly spot the best candidates without wasting hours sifting through resumes?
That’s where WorkScreen.io comes in.
WorkScreen helps you:
- ✅ Quickly identify your most promising candidates.
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
- ✅ Easily run one-click skill tests.
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
- ✅ Eliminate low-effort applicants.
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
With WorkScreen, your job description becomes more than a posting—it becomes the entry point into a smarter, faster, and fairer hiring process.
📥 Check Out WorkScreen.io today
Create your job post, share the link, and let WorkScreen evaluate applicants automatically while you focus on what matters: meeting the right people.
Frequently Asked Questions - Strategic Planner Job Descriptions
A strong Strategic Planner blends analytical ability with big-picture thinking. The most important skills include:
- Data analysis & forecasting – turning raw numbers into actionable insights.
- Problem-solving – identifying risks and opportunities before they surface.
- Strategic communication – simplifying complex findings into clear recommendations.
- Collaboration – working cross-functionally with product, marketing, finance, and operations.
- Adaptability – staying ahead in fast-changing markets and industries.
Salaries vary by location, company size, and industry. On average, in the United States:
- Entry-level Strategic Planners earn around $50,000–$65,000 per year.
- Mid-level professionals typically earn between $70,000–$90,000 per year.
- Senior or specialized planners (in large corporations or high-demand industries) can make $100,000–$120,000+ annually.
- Entry-level Strategic Planners earn around $50,000–$65,000 per year.
While both roles analyze data and make recommendations:
- Strategic Planners focus on long-term direction—aligning company goals with market opportunities and risks.
- Business Analysts focus on short-term processes—optimizing workflows, systems, and efficiency in specific areas.
