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Senior Demand Planner

coates group Chicago, IL

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About the role

Responsibilities:

Demand Forecasting & Planning

Develop and maintain statistically driven and consensus-based HW forecasts across NAM

Incorporate multiple inputs including sales pipeline and deal probabilities, customer rollout schedules (e.g., enterprise QSR deployments), historical sales trends and seasonality patterns

Manage separate forecasting methodologies for Project-based hardware deployments (lumpy, milestone-driven demand) &

Recurring SaaS subscriptions (ramp curves, attach rates)

S&OP Process Ownership

Support and actively contribute to the monthly S&OP cycle including demand review preparation and facilitation & alignment with Sales, Finance, and Supply teams

Ensure forecast assumptions, risks, and opportunities are clearly documented and communicated.

Drive continuous improvement in forecast accuracy and process maturity.

Process & Tool Enhancement

Drive improvements in demand planning tools, systems, and data quality.

Standardize forecasting methodologies and documentation.

Support implementation of advanced planning systems or automation initiatives.

Data Analysis & Insights

Analyze forecast performance (e.g., forecast accuracy, bias) and identify root causes of variances.

Provide actionable insights on demand trends and risks, seasonality impacts (e.g., QSR peak periods, holiday cycles), customer-specific demand patterns

Build dashboards and reporting tools to enhance visibility and decision-making.

Cross-Functional Collaboration

Partner closely with Sales (pipeline validation, deal timing, customer insights), Finance (revenue alignment, budget vs. forecast reconciliation), Supply Chain (capacity planning, inventory positioning), Customer Success / Implementation teams (deployment schedules)

Act as the central point of truth for demand signals across NAM.

Qualifications:

Bachelor’s degree in Supply Chain, Business, Finance, Economics, or related field (Master’s preferred).

3–6+ years of experience in demand planning, forecasting, supply chain analytics, or related roles.

Experience in a technology, hardware, SaaS, or hybrid business model preferred.

Exposure to project-based or rollout-driven demand environments strongly preferred.

Experience working with enterprise customers or in industries with seasonality (e.g., QSR, retail) is a plus.

Familiarity with S&OP / IBP processes and cross-functional planning environments.

Experience with forecasting and planning tools (e.g., Adaptive Planning, SAP IBP, Anaplan, Oracle, or similar) mandatory.

Capabilities

Technical & Analytical - Strong quantitative and analytical skills, ability to translate data into insights. Proficiency in Excel and data tools (e.g., SQL, BI platforms like Tableau/Power BI). Understanding of forecasting techniques (statistical models, regression, time series, etc.).

Business Acumen - Strong understanding of revenue drivers in both HW (project-based) and SaaS (recurring) models, ability to interpret sales pipelines and customer rollout strategies.

Adaptability & Problem Solving - Comfortable operating in ambiguity and evolving business environments, proactive, solutions-oriented approach to addressing forecasting challenges.

Communication & Influence - Excellent communication skills with the ability to present complex data clearly to non-technical stakeholders, confidence in challenging assumptions and influencing cross-functional partners.

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