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Senior Demand Planning Analyst

Coates Group
Chicago, IL
•On-site•
Full-time
•
Posted 21 days ago
Operations
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Job Description

The Demand Planning Analyst is responsible for developing, maintaining, and continuously improving the demand forecast across North America. This role plays a critical part in enabling accurate demand & supply planning, inventory optimization, and revenue predictability in a complex environment characterized by project-based hardware deployments, seasonality, and enterprise QSR customer dynamics. 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. The analyst translates sales signals (leads & opportunities), pipeline intelligence, and historical trends into actionable demand plans that support strategic decision-making and operational execution.

Responsibilities

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.

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.

Requirements

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.

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