Manager, SIOP & Sales Operations Analytics

Manager, SIOP & Sales Operations Analytics

Department : Commercial Business Unit (CBU)

Reports To : SVP, Americas

Location : Montreal, Canada

About Smardt

Smardt is the global leader in oil‑free centrifugal chiller technology, delivering energy‑efficient, environmentally sustainable HVAC systems across mission‑critical and commercial applications worldwide. Smardt’s Commercial Business Unit (CBU) is focused on ensuring timely and reliable customer delivery through strong cross‑functional execution and planning.

Position Overview

The Manager, SIOP & Sales Operations Analytics is responsible for driving Smardt’s Sales, Inventory & Operations Planning (SIOP) process and ensuring strong discipline across the sales‑operations and order‑entry value stream. This includes governance of order‑entry accuracy, Salesforce pipeline administration, analytics for commercial performance, and direct coordination with Financial Planning & Analysis (FP&A) to ensure accurate revenue and margin forecasting. This role aligns sales forecasting, financial expectations, operational planning, and customer delivery requirements—ensuring Smardt operates with clean commercial data and reliable forward‑looking planning.

Key Responsibilities

• Lead the monthly SIOP cycle for the CBU, ensuring alignment across Sales, Project Management, Engineering, FP&A, and Operations.
• Consolidate orders, sales forecasts, and project timelines into a unified demand plan.
• Provide accurate forward‑looking planning data to the Manufacturing Business Unit (MBU) for production scheduling and supply‑chain readiness.
• Identify and mitigate demand / supply mismatches and elevate risks to execution.
• Maintain SIOP governance, discipline, reporting cadence, and standardized documentation.
• Oversee the commercial order‑entry process to ensure accuracy, completeness, pricing alignment, delivery terms, and compliance with Smardt standards.
• Partner with Sales, Project Management, and Finance to validate scope, bill of materials, margins, and contractual requirements before order acceptance.
• Maintain a clean‑order checklist and enforce data quality across systems.
• Monitor order changes and assess impacts to cost, margin, material availability, and schedule.
• Own commercial data integrity within ERP and its alignment with SIOP outputs.
• Serve as the Salesforce super‑user for the CBU, supporting system workflows, forecasting modules, and reporting structures.
• Drive pipeline hygiene by ensuring consistent stage definitions, close‑date accuracy, and disciplined forecasting updates.
• Train and support the Sales organization on Salesforce best practices and reporting usage.
• Improve dashboards and automate insights that support forecasting accuracy and sales performance visibility.
• Ensure Salesforce opportunity data maps cleanly into SIOP demand signals and financial projections.
• Build dashboards and analytical models to assess pipeline health, backlog quality, forecast reliability, order conversion patterns, and revenue / margin outlook.
• Monitor key indicators such as coverage ratios, slippage, win rates, velocity, segment mix, and customer‑specific patterns.
• Run variance analysis and provide actionable recommendations to Sales, Commercial Operations, and Leadership.
• Identify early risks to revenue, margin, delivery schedule, and factory capacity stemming from commercial trends and pipeline movements.
• Partner closely with FP&A to align SIOP results with revenue, gross margin, and cash‑flow forecasting.
• Provide monthly and quarterly revenue outlooks based on orders, backlog, pipeline, and delivery schedules.
• Quantify financial impacts of scope changes, timeline shifts, pricing adjustments, or supply‑chain constraints.
• Ensure consistent integration of SIOP planning data into financial models and corporate forecasts.
• Explain variances between projected and actual revenue or margin results.
• Coordinate planning across the full value stream—from clean handover to engineering, submittals, production, logistics, commissioning, and warranty fulfillment.
• Ensure timely visibility of long‑lead items, factory slots, engineering release needs, delivery windows, and project‑critical milestones.
• Collaborate with Project Managers, Engineering, Operations, and Service leadership to ensure readiness for downstream execution.
• Identify bottlenecks early and drive resolution through structured cross‑functional communication.

Qualifications

Required

Preferred

Key Success Metrics

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