Manager, SIOP & Sales Operations Analytics

Job Title: 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 energyefficient, 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
1. SIOP Process Leadership
• 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 escalate risks to execution.
• Maintain SIOP governance, discipline, reporting cadence, and standardized 
documentation.
2. Order Entry Governance & Transaction Quality
• 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.
3. Sales Operations Administration (Salesforce)
• Serve as the Salesforce super-user for the Commercial Business Unit, 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.
4. Sales Pipeline & Commercial Analytics
• 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.
5. Forecasting & Financial Planning Alignment (FP&A)
• 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.
6. Order-to-Warranty Value Stream Coordination
• 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
• Bachelor’s degree in Supply Chain, Operations, Engineering, Business, or related 
field; APICS/ASCM certification preferred.
• 5+ years of experience in SIOP, planning, commercial operations, or sales 
operations within a manufacturing or engineered-to-order environment.
• Proficiency with ERP/MRP systems and Salesforce CRM.
• Strong analytical capabilities with Excel, BI tools, and forecasting models.
• Ability to implement and enforce data standards across commercial teams.
• Strong communication skills and ability to collaborate across functional teams.
Preferred
• Experience in HVAC, industrial equipment OEM, or project-based manufacturing.
• Previous involvement in revenue and margin forecasting or FP&A collaboration.
• Salesforce administration or advanced reporting experience.
• Background in commercial analytics, pricing analysis, or financial modeling.
Key Success Metrics
• Forecast accuracy (volume, revenue, and margin).
• Salesforce pipeline hygiene and system data quality.
• Order-entry accuracy and reduction in commercial defects.
• Timeliness and quality of SIOP inputs to the MBU.
• Backlog quality and reduced execution bottlenecks.
• Alignment between commercial forecasts and FP&A expectations