About The Position

The Director, Sales & Operations Planning leads the S&OP process for residential and light commercial HVAC, aligning demand forecasts with supply chain and service capacity. The role drives strategic growth initiatives and coordinates sales, operations, supply chain, and finance to balance customer demand, inventory, and resource allocation. The position develops sales forecasts using market data, CRM insights, and historical trends; collaborates with sales teams on growth targets and KPIs; and integrates demand plans with production and service capacity. It also oversees inventory planning, procurement, and logistics, leads monthly S&OP meetings, tracks commercial and operational performance, and advances continuous improvement in HVAC service delivery. The role leads and mentors a team, maintains communication with plant teams, sales teams, and leadership, and promotes safety, accountability, and continuous learning.

Requirements

  • Bachelor’s degree in business administration, supply chain, or engineering.
  • At least 8 years of experience in sales operations, supply chain, or HVAC leadership.
  • Strong knowledge of HVAC systems, service operations, and energy efficiency markets.
  • Expertise in forecasting tools, ERP systems, and CRM platforms.

Nice To Haves

  • MBA preferred.

Responsibilities

  • Lead the Sales & Operations Planning process to align demand forecasts with supply chain and service capacity.
  • Drive strategic growth initiatives in residential and light commercial HVAC markets.
  • Coordinate sales, operations, supply chain, and finance.
  • Balance customer demand, inventory, and resource allocation.
  • Develop HVAC sales forecasts using market data, CRM insights, and historical trends.
  • Collaborate with sales teams to set growth targets and KPIs.
  • Match demand forecasts with production and service capacity.
  • Oversee inventory planning, procurement, and logistics to avoid shortages or excess stock.
  • Partner with marketing, engineering, and service teams to support customer satisfaction.
  • Lead monthly S&OP meetings to review performance and adjust plans.
  • Track revenue, margin, and operational efficiency metrics.
  • Implement continuous improvement initiatives in HVAC service delivery.
  • Maintain clear communication channels between plant teams, sales teams, and leadership.
  • Lead and mentor the team.
  • Promote a culture of safety, accountability, continuous learning, and improvement.

Benefits

  • Premium health coverage
  • 401(k) with generous matching
  • Resources for financial planning and goal setting
  • Ample paid time off
  • Parental leave
  • Life and disability protection
  • Competitive compensation
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service