Manager, SIOP & Sales Operations Analytics at Smardt Chiller Group

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

• 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.

• 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.
• 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.

• 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.

• 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.
• 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