Manager, SIOP & Sales Operations Analytics

Description

• Improve dashboards and automate insights that support forecasting accuracy and
• Ensure timely visibility of long-lead items, factory slots, engineering release needs,
• Identify bottlenecks early and drive resolution through structured cross-functional
• Monitor order changes and assess impacts to cost, margin, material availability, and
• Coordinate planning across the full value stream—from clean handover to
• Ensure Salesforce opportunity data maps cleanly into SIOP demand signals and
• Monitor key indicators such as coverage ratios, slippage, win rates, velocity,
• Consolidate orders, sales forecasts, and project timelines into a unified demand
• Ensure consistent integration of SIOP planning data into financial models and
• Drive pipeline hygiene by ensuring consistent stage definitions, close-date
• Provide monthly and quarterly revenue outlooks based on orders, backlog, pipeline,
• Lead the monthly SIOP cycle for the CBU, ensuring alignment across Sales, Project
• Order-to-Warranty Value Stream Coordination
• Oversee the commercial order-entry process to ensure accuracy, completeness,
• Maintain a clean-order checklist and enforce data quality across systems.
• Provide accurate forward-looking planning data to the Manufacturing Business Unit
• Partner closely with FP&A to align SIOP results with revenue, gross margin, and
• Quantify financial impacts of scope changes, timeline shifts, pricing adjustments,
• Explain variances between projected and actual revenue or margin results.
• Identify early risks to revenue, margin, delivery schedule, and factory capacity
• Build dashboards and analytical models to assess pipeline health, backlog quality,
• Identify and mitigate demand/supply mismatches and escalate risks to execution.
• Collaborate with Project Managers, Engineering, Operations, and Service leadership
• Maintain SIOP governance, discipline, reporting cadence, and standardized
• Run variance analysis and provide actionable recommendations to Sales,
• Partner with Sales, Project Management, and Finance to validate scope, bill of
• Forecast accuracy (volume, revenue, and margin).
• Serve as the Salesforce super-user for the Commercial Business Unit, supporting
• Train and support the Sales organization on Salesforce best practices and reporting

Requirements

• Bachelor’s degree in Supply Chain, Operations, Engineering, Business, or related
• Order-entry accuracy and reduction in commercial defects.
• Timeliness and quality of SIOP inputs to the MBU.
• 5+ years of experience in SIOP, planning, commercial operations, or sales
• Previous involvement in revenue and margin forecasting or FP&A collaboration.
• Experience in HVAC, industrial equipment OEM, or project-based manufacturing.
• Backlog quality and reduced execution bottlenecks.
• Strong communication skills and ability to collaborate across functional teams.
• Strong analytical capabilities with Excel, BI tools, and forecasting models.
• Salesforce pipeline hygiene and system data quality.
• Background in commercial analytics, pricing analysis, or financial modeling.
• Own commercial data integrity within ERP and its alignment with SIOP outputs.
• Proficiency with ERP/MRP systems and Salesforce CRM.
• Salesforce administration or advanced reporting experience.
• Ability to implement and enforce data standards across commercial teams.
• Alignment between commercial forecasts and FP&A expectations

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance