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

Smardt Chiller Group

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Manager, SIOP & Sales Operations Analytics