Business Analyst Sales & Ops Planning

Summary

Sales & Ops Analyst

 

The Business Analyst – Sales & Operations Planning (S&OP) plays a critical role in aligning client demand with workforce capacity and operational execution in a high-volume, field-based services environment. This position serves as a central analytics and planning partner across operations, staffing, and account teams to ensure programs are delivered accurately and on time.

 

This role is instrumental in improving forecast accuracy, labor utilization, and overall operational performance while enabling data-driven decision-making across the business.

 

Key Responsibilities

• Translate retailer and client program requirements into structured labor demand forecasts across campaigns, store resets, product launches, and seasonal initiatives.
• Analyze workforce supply and capacity across field teams, labor pools, and third-party partners to balance staffing with forecasted demand.
• Support and facilitate weekly and monthly S&OP processes, coordinating inputs across operations, recruiting, finance, and account teams.
• Perform variance and gap analysis to identify discrepancies between planned and actual execution, quantify impact, and recommend corrective actions.
• Develop and maintain KPI dashboards tracking metrics such as fill rates, labor utilization, schedule adherence, and cost efficiency.
• Partner with account management teams to incorporate client-specific needs, volume changes, and scheduling constraints into planning models.
• Identify opportunities to improve forecasting accuracy, planning processes, and overall S&OP maturity.

 

Qualifications

 

Required Education & Experience

• Bachelor’s degree in Supply Chain, Business, Operations, or a related field
• 1–3 years of experience in S&OP, workforce planning, supply chain analytics, or a related function
• Experience in service-based, staffing, or field operations environments preferred

 

Skills & Competencies

• Strong analytical skills with attention to data accuracy and integrity
• Advanced proficiency in Excel or Google Sheets for modeling and forecasting
• Experience with BI and analytics tools (e.g., Power BI, Tableau, Looker)
• Familiarity with workforce management or scheduling tools (e.g., Kronos, Deputy, Replicon)
• Understanding of S&OP or integrated business planning processes
• Ability to translate complex data into clear, actionable insights for non-technical stakeholders
• Strong organizational, problem-solving, and communication skills
• Ability to collaborate across multiple teams and manage competing priorities
• Basic influencing and stakeholder alignment capabilities

 

Work Environment

• Fully remote, home-office environment
• Standard Monday–Friday schedule, with occasional flexibility required for evenings or weekends to meet business needs
• Quarterly field visits to observe retail or field operations firsthand

 

Additional Information

• Supports 4–5 major projects annually
• Collaborates with 30–50 internal stakeholders across operations, recruiting, and client services
• Regularly participates in 15–25 cross-functional planning meetings per month

 

Job Will Remain Open Until Filled

 

Responsibilities

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

 

 

Responsibilities

• Translate retailer and brand program requirements into structured labor forecasts across campaigns, store resets, product launches, and seasonal promotional events

• Monitor workforce availability across field labor pools, regional teams, and staffing partners to align supply with forecasted demand

• Lead or support weekly and monthly sales and operations planning cycles by coordinating inputs from operations, account management, recruiting, and finance

• Identify gaps between planned and actual labor deployment and quantify operational and revenue impact while recommending corrective actions

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