Sales Planner

Location

Dallas, TX

Workplace Policy

Hybrid (employees work on-site and off-site)

General Summary

The Sales Planner is responsible for providing customer satisfaction for their assigned accounts. Within the scope of Total Account Management, the Sales Planner serves as the link between the Customer, Sales, Logistics, and the Factory. The Sales Planner has the responsibility to maintain the integrity of the customer backlog and strive to meet our goal of 100% customer satisfaction of their account base.

Essential Job Responsibilities

• Demand Management - Entering and maintaining customer demand including creating and monitoring firm orders and forecasts, releasing new orders, monitoring backlogs, and processing change orders and cancellations.
• Utilizing PC tools, proactively, to recognize exceptions or potential problems with customer demand.
• Supply Management – Releasing purchase orders to the factory. Managing factory backlog based on customer requirements to include: expedites, pushouts, and cancellations. Monitoring inventory and taking appropriate action to reduce the risk of excess inventory.
• Credits - Initiating special billing and credit request with detailed explanations related to the root cause, and supplying corrective action as appropriate.
• Pricing - Responsible for manual data entry integrity and accuracy of pricing on all customer sales orders and system price files. Monitoring negative margins and notifying KAM when outside acceptable levels.
• Coordinating price changes and pricing errors in the system price file with the responsible party.
• Communication - Daily discussions with internal/external contacts regarding order status, pricing, shipment issues, etc. to support customers and resolve problems.
• Inventory - Reviewing slow-moving and excessive inventory. Maintaining details related to the root cause of excess inventory in the At-Risk Inventory database; actively seeking ways to utilize excess inventory.
• Article Registration – Initiating registration with the factory requesting drawings and/or Ref-Only forms as needed. Following up on Registration (part number) issues and responding to factory requests as needed.
• Systems - Working with various departments to resolve system issues.
• ISO/JSOX Compliance – Knowledge of ISO-JSOX procedures and maintaining accurate records in accordance with these requirements.

Miscellaneous Job Responsibilities

• Accounting Support - Working with warehouse assistant to provide information on outstanding shipments, pricing, etc. to support consignment and or third-party reconciliations (as applicable by customer).
• Reports – Reviewing all daily system-generated reports and taking necessary actions to resolve problems and issues.
• Performing other job-related responsibilities and duties as may be assigned from time to time

Competencies

Required Qualifications

• High School Diploma or GED.
• One year of experience related to customer service or planning.
• Previous experience using operating systems (e.g., Oracle, SAP, JD Edwards, etc.).
• Some experience with order management.
• Proficiency in judgment and problem-solving skills.
• Well-developed facilitation skills to work among individuals from a wide variety of cultural backgrounds.
• Must be adaptable and able to effectively manage in a dynamic environment.
• Ability to demonstrate proficiency with PCs and in using current Microsoft Word and Excel software.
• Must possess typing skills for accurate data entry.
• Ability to demonstrate proficiency in interpersonal skills including effective collaboration and communication skills; ability to work in a team-oriented environment.
• Ability to effectively evaluate and respond appropriately to situations to the benefit of the customer and to MEA; strong sense of urgency, ability to multi-task, and strong organizational skills.
• Ability to adapt to ever-changing work priorities and environment; ability to multi-task.

Preferred Qualifications

• Associate’s degree or higher.
• Experience working with third-party vendors and/or vendor-managed inventory.

Travel

Infrequent domestic travel