Sales and Operations Planner Job Description [Updated for 2025]

In the fast-paced world of business, the role of a sales and operations planner is indispensable.

As industries evolve, there is a growing demand for talented professionals who can streamline, monitor, and strategize our business operations and sales processes.

But let’s delve deeper: What exactly does a sales and operations planner do?

Whether you are:

• A job seeker looking to understand the core responsibilities of this position,
• A hiring manager outlining the perfect candidate,
• Or just curious about the dynamics of sales and operations planning,

You’re in the right place.

Today, we present a customizable sales and operations planner job description template, designed for effortless posting on job boards or career sites.

Let’s get started.

Sales and Operations Planner Duties and Responsibilities

Sales and Operations Planners play a crucial role in coordinating and optimizing business processes, ensuring that the sales, manufacturing, and distribution departments are synchronized.

They are responsible for balancing supply and demand, forecasting product needs, and improving overall business efficiency.

Sales and Operations Planners have the following duties and responsibilities:

• Analyze sales forecasts and order patterns to determine future product needs
• Coordinate and communicate with various departments including sales, production, and logistics to ensure smooth operations
• Identify potential supply chain bottlenecks or issues and develop strategies to mitigate these risks
• Monitor and adjust inventory levels to optimize cost and ensure product availability
• Create and maintain comprehensive documentation for planning processes
• Develop and implement operational strategies to improve efficiency and customer satisfaction
• Present sales and operations plans to senior management, suggesting improvements and adjustments as necessary
• Use software and data analysis tools to forecast demand and plan accordingly
• Manage relationships with suppliers and negotiate contracts to ensure supply chain efficiency

 

Sales and Operations Planner Job Description Template

Job Brief

We are seeking a detail-oriented and strategic Sales and Operations Planner to optimize our sales processes and ensure smooth operational procedures.

The Sales and Operations Planner’s responsibilities include forecasting sales, generating operational reports, monitoring inventory levels, and implementing strategic plans to enhance productivity.

Our ideal candidate understands the sales cycle, has a strong analytical mindset, and possesses excellent communication skills.

Ultimately, the role of the Sales and Operations Planner is to streamline our sales and operational procedures to increase efficiency and profitability.

 

Responsibilities

• Coordinate and plan sales and operations activities
• Generate accurate sales forecasts and operational reports
• Monitor and report on inventory levels and sales
• Implement strategic plans to improve operational efficiency and increase sales
• Coordinate with various departments to ensure smooth operations
• Identify potential operational issues and implement preventative measures
• Manage and analyze data from market and customer trends
• Develop and maintain positive relationships with key stakeholders

 

Qualifications

• Proven work experience as a Sales and Operations Planner or similar role
• Strong understanding of sales and operations planning processes
• Excellent analytical and strategic planning skills
• Proficiency in data analysis software and forecasting methods
• Excellent communication and team management skills
• Strong multitasking and organizational abilities
• BSc degree in Business Administration, Operations Management, or relevant field

 

Benefits

• 401(k)
• Health insurance
• Dental insurance
• Retirement plan
• Paid time off
• Professional development opportunities

 

Additional Information

• Job Title: Sales and Operations Planner
• Work Environment: Office setting with some flexibility for remote work. Occasional travel may be required.
• Reporting Structure: Reports to the Sales and Operations Manager.
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $70,000 minimum to $120,000 maximum
• Location: [City, State] (specify the location or indicate if remote)
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
• Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

 

What Does a Sales and Operations Planner Do?

Sales and Operations Planners primarily work for businesses across various industries, from manufacturing to retail.

They play a crucial role in aligning the company’s operations with its sales objectives.

Their primary responsibility is to develop, coordinate, and execute plans that meet both the sales and operational needs of the company.

They analyze data, forecast future sales, and evaluate current sales to ensure inventory levels are sufficient to meet customer demands.

They work closely with departments like finance, logistics, production, and the sales team to ensure that the company’s sales strategies and operational capacities align seamlessly.

This involves reviewing and adjusting inventory levels, coordinating production schedules, and managing logistics to meet sales forecasts.

Sales and Operations Planners also track and report on key performance indicators (KPIs) to evaluate the effectiveness of the sales and operations plan.

They identify any discrepancies or issues that may arise, propose solutions, and implement changes as necessary.

Their role is critical in balancing supply and demand, reducing costs, and improving the company’s overall profitability and performance.

They play a significant role in decision-making processes and often participate in strategic meetings with company leaders and stakeholders.

 

Sales and Operations Planner Qualifications and Skills

A proficient Sales and Operations Planner should have the skills and qualifications that align with your job description, such as:

• Strong analytical skills to analyze sales data, monitor inventory and manage supply chain processes effectively.
• Excellent communication skills to clearly present sales forecasts, collaborate with various departments, and explain complex concepts to non-technical stakeholders.
• Exceptional organizational skills to manage multiple projects at a time, prioritize tasks, and meet deadlines.
• Strategic thinking and problem-solving skills to develop and implement sales and operation strategies, as well as resolve any issues that may arise.
• Strong understanding of market trends and customer behavior to assist in the sales planning process.
• Technical knowledge of enterprise resource planning (ERP) systems and other related software for managing sales and operations planning.
• Ability to work collaboratively in a team setting, as well as independently when necessary.
• Customer service skills to understand and meet customer requirements, contributing to customer satisfaction and loyalty.

 

Sales and Operations Planner Experience Requirements

Entry-level candidates for the role of Sales and Operations Planner typically possess 1-2 years of experience in a related field such as Sales, Operations, Supply Chain, or Business Management.

This experience may be acquired through internships, part-time roles or even full-time roles in smaller organizations.

Candidates with around 3-5 years of experience have usually worked in roles that require them to effectively handle supply chain processes, logistics, sales forecasting, and inventory management.

They are expected to have a good understanding of the various aspects of sales and operations planning and be adept at using planning software and tools.

Professionals with over 5 years of experience in the field of Sales and Operations Planning are often considered for senior roles.

They have typically developed their skills in strategic planning, cross-functional collaboration, and team leadership.

They may also have experience in managing large-scale and complex planning projects.

Such professionals are often considered for managerial or team-lead positions.

 

Sales and Operations Planner Education and Training Requirements

Sales and Operations Planners typically have a bachelor’s degree in business administration, finance, supply chain management, or a related field.

They should have a strong understanding of supply chain processes and principles, as well as a background in data analysis and forecasting.

Furthermore, they need to be proficient in using various planning software, as well as data visualization tools like Tableau and Excel.

Some positions may require a master’s degree in business administration (MBA) or a related field, especially for roles involving strategic planning or management.

In addition to formal education, there are numerous certifications available to these professionals.

These include Certified in Production and Inventory Management (CPIM), Certified Supply Chain Professional (CSCP), and others.

While not always required, these certifications demonstrate a commitment to the field and a mastery of key concepts and techniques.

On-the-job training is typically provided, especially for industry-specific procedures and company-specific software.

 

Sales and Operations Planner Salary Expectations

The average salary for a Sales and Operations Planner is approximately $66,000 (USD) per year.

However, the actual salary can fluctuate based on factors such as level of experience, specific skills, the industry of employment, and the location of the job.

 

Sales and Operations Planner Job Description FAQs

What skills does a Sales and Operations Planner need?

Sales and Operations Planners should have exceptional organizational and analytical skills to effectively manage and interpret the complex data related to sales and operations.

They should possess strong communication skills to clearly convey this data to other departments and stakeholders.

Proficiency in forecasting, demand planning, and inventory management is also essential, as well as proficiency with relevant software and technology.

 

Do Sales and Operations Planners need a degree?

Most Sales and Operations Planners are required to have a bachelor’s degree in business administration, supply chain management, or a related field.

Some employers may also require professional experience in sales, operations, or supply chain management.

Certain certifications, such as Certified in Production and Inventory Management (CPIM), can also be beneficial.

 

What should you look for in a Sales and Operations Planner resume?

A strong Sales and Operations Planner resume should highlight experiences in sales, operations, and supply chain management.

Proficiency in data analysis, forecasting, and inventory management should be clearly indicated.

The resume should also demonstrate a strong understanding of demand planning and the ability to use relevant software and technology.

 

What qualities make a good Sales and Operations Planner?

A good Sales and Operations Planner is detail-oriented and able to accurately analyze and interpret complex data.

They should be proactive problem solvers, able to anticipate and address potential issues before they become major problems.

Good communication skills are vital, as these professionals need to effectively convey information to various stakeholders.

They should also be comfortable working under pressure and meeting tight deadlines.

 

What is the role of a Sales and Operations Planner in a company?

Sales and Operations Planners play a crucial role in managing and synchronizing a company’s supply chain and sales operations.

They are responsible for the strategic planning of inventory levels, sales forecasts, and operational activities.

By analyzing sales trends and inventory data, they ensure the company’s operations run smoothly and efficiently to meet customer demand and business objectives.

 

Conclusion

So there you have it.

Today, we’ve unfolded the reality of what being a Sales and Operations Planner truly entails.

Surprised?

It’s not only about sales and operations.

It’s about architecting the future of businesses, one strategic plan at a time.

With our ready-to-use Sales and Operations Planner job description template and pragmatic examples, you’re all geared up to make a move.

But why stop there?

Dig deeper with our job description generator. It’s your next leap towards meticulously crafted job listings or refining your resume to the finest detail.

Remember:

Every strategic plan contributes to the bigger picture.

Let’s shape that future. Together.

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