Director, Sales & Operation Planning

Rochester Regional Health

2d•$130,000 - $160,000•Remote

About The Position

The Director of Sales &Operations Planning leads the company’s end-to-end planning process, aligning demand, supply, capacity, inventory, and financial plans across the organization. The role develops integrated planning models, drives cross-functional collaboration, and establishes a consistent planning process to support data-driven decision-making and alignment on a single business plan.

Requirements

Bachelor’s degree in Business, Supply Chain/Operations Management, Data Analytics, Statistics, Finance, or related field; advanced degree (MBA or similar) preferred.
7 years of progressive experience in supply chain, planning, S&OP/IBP, or related roles.
3 years in progressive leadership experience required.

Nice To Haves

3-5 years in a leadership position driving cross functional planning.
Demonstrated experience implementing or leading S&OP/IBP processes and tools.
Proficiency with advanced planning systems, analytics/BI tools, and Excel/other modeling tools.
Deep, hands on understanding of demand planning, supply planning, capacity modeling, and inventory management, ideally in complex or regulated environments.
Proven track record of standing up S&OP or IBP from scratch or significantly transforming an existing process, including change management across multiple functions.
Strong executive presence with the ability to facilitate cross functional and C suite discussions, drive alignment, and negotiate trade offs.
Highly analytical, with strong modeling skills and comfort with scenario and sensitivity analysis.
Excellent communication skills, with the ability to translate complex planning outputs into clear business narratives and options.
APICS/ASCM certifications such as CPIM or CSCP.
PMP or equivalent project management certification.
Lean Six Sigma Green or Black Belt, or similar continuous improvement credentials supporting structured problem solving and process design.

Responsibilities

Design and implement a comprehensive S&OP framework, including process design, roles and responsibilities, calendars, inputs/outputs, and decision rights.
Lead the rollout and launch of S&OP across the company, including pilot cycles, refinement, and full-scale deployment.
Establish and maintain the standard S&OP cycle (demand review, supply/capacity review, pre S&OP, and executive S&OP), ensuring clear agendas, inputs, and outcomes for each step.
Drive organizational change management: communicate the purpose and value of S&OP, train stakeholders, and coach leaders and teams in new ways of working.
Build and own the aggregate demand planning models, combining statistical forecasts, commercial intelligence, and product/market insights into a single, consensus demand view by family/portfolio, region, and channel.
Develop supply and capacity planning models that translate demand into feasible production, kitting, distribution, and resourcing plans, highlighting constraints, trade offs, and risks.
Create and maintain integrated scenario and sensitivity models (e.g., upside/downside demand, capacity expansions, service vs. cost trade offs) to support executive decision making.
Align inventory targets, safety stocks, and service level objectives with the demand and supply plans, ensuring clear policies and visible trade offs.
Develop new product introduction (NPI) and product lifecycle planning models that integrate launches, ramps, phase ins/outs, and portfolio changes into the S&OP process.
Partner with Product Management, Clinical/Study Management, Commercial, and Operations to translate launch assumptions into demand, supply, capacity, and inventory requirements.
Ensure NPI plans are visible in the S&OP cycle, with clear accountabilities, timelines, and risk/mitigation actions.
Serve as the enterprise owner of S&OP, orchestrating cross functional alignment across Sales/Commercial, Operations, Supply Chain, Finance, and Product/Clinical functions.
Facilitate the monthly executive S&OP meeting, presenting integrated views of demand, supply, capacity, and financial implications; drive consensus decisions, trade offs, and formal plan approval.
Ensure that decisions, risks, and assumptions from S&OP are documented, communicated, and cascaded back into functional plans and operational execution.
Partner with Finance to link S&OP output to financial plans and budgets, supporting revenue, margin, and working capital goals.
Define and maintain S&OP policies, standards, and governance, including data definitions, planning hierarchies, and performance metrics.
Lead the selection, enhancement, or implementation of S&OP / integrated business planning (IBP) tools and analytics in collaboration with IT and functional owners.
Establish KPIs to measure S&OP effectiveness (e.g., forecast accuracy, bias, plan adherence, service level, inventory turns, capacity utilization) and drive continuous improvement initiatives.
Regularly benchmark S&OP practices against industry standards and incorporate best practices to keep the process aligned with evolving business needs.
Build and lead a small S&OP / planning team, developing capabilities in demand planning, supply/capacity modeling, and analytics.
Coach functional leaders and planners on planning discipline, scenario thinking, and root cause analysis for demand/supply gaps.
Act as a visible champion for end to end, enterprise thinking, reinforcing that S&OP is the primary forum to align strategy, demand, supply, and financial outcomes.