Coatesgroup
Senior Demand Planning Analyst
Chicago, IL · Senior
Sponsorship not specified$105k-$120kDetected 8 days ago
SQLData AnalysisData VisualizationSalesAccount ManagementPipeline ManagementForecastingExcelSAPSupply ChainRecruitingCustomer SuccessCommunicationCollaborationProblem SolvingAdaptabilityS&OPDemand Planning
About the role
- And while we've already done a lot of work we're proud of, we're just getting started!
- Coates Group has the values of a family-owned business and the innovative spirit of a start-up, both which fuel our purpose - Creating Connections.
- Reporting to the Senior S&OP Manager, NAM, this role serves as a key contributor to the Sales & Operations Planning (S&OP) process, ensuring alignment between Account Management, Finance, Supply Chain, and Customer Success.
Responsibilities
- Develop and maintain statistically driven and consensus-based HW forecasts across NAM
- Manage separate forecasting methodologies for Project-based hardware deployments (lumpy, milestone-driven demand) &
- Support and actively contribute to the monthly S&OP cycle including demand review preparation and facilitation & alignment with Sales, Finance, and Supply teams
- Drive continuous improvement in forecast accuracy and process maturity.
- Drive improvements in demand planning tools, systems, and data quality.
- Support implementation of advanced planning systems or automation initiatives.
- Build dashboards and reporting tools to enhance visibility and decision-making.
- 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)
Requirements
- 3-6+ years of experience in demand planning, forecasting, supply chain analytics, or related roles.
- 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.
- 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).
- Strong understanding of revenue drivers in both HW (project-based) and SaaS (recurring) models, ability to interpret sales pipelines and customer rollout strategies.
- Experience in a technology, hardware, SaaS, or hybrid business model preferred.
- Experience working with enterprise customers or in industries with seasonality (e.g., QSR, retail) is a plus.
- 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.
- About Coates
- We are industry leaders who have won awards and set records. We are a 2x Australia Good Design Award winner and we successfully completed the largest hardware deployment in Quick Service Restaurant history.
Nice to have
- Bachelor's degree in Supply Chain, Business, Finance, Economics, or related field (Master's preferred).
- Exposure to project-based or rollout-driven demand environments strongly preferred.
Skills
- Standardize forecasting methodologies and documentation.
- Analyze forecast performance (e.g., forecast accuracy, bias) and identify root causes of variances.
Compensation
- The benefits include an annual market competitive bonus program and our "Thrive Program" which includes a suite of flexible work options because we're strong believers that you should never miss an important life or work moment.
Benefits
- Provide actionable insights on demand trends and risks, seasonality impacts (e.g., QSR peak periods, holiday cycles), customer-specific demand patterns
Company info
- Be Part of Our Next Chapter For over almost 60 years, our solutions have enabled impactful connections between some of the world's leading brands and their customers.
- We are a 2x Australia Good Design Award winner and successfully completed the largest hardware deployment in Quick Service Restaurant history.
- We are curious, charismatic, authentic and we value and leverage the diversity of our crew.
- We are imaginers, kindness enthusiasts, experts, creators, thinkers, challengers, collaborators and over-achievers.
Visa & Work Authorization
- n, gender, religion, disability, age, political affiliation or belief, disabled veteran, veteran of the Vietnam Era, or citizenship status (except in those special circumstances permitted or mandated by law)
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