Sales Planner

Find Your Career With LiftOne

We’re a family-owned company under our third generation of leadership and have built our business based on the principles of trust, integrity and a desire to help our customers and employees succeed.

LiftOne invests in people, facilities and innovative technology as part of the essential role we play in supporting our country’s supply chain and enabling critical goods to be delivered to homes and businesses. We’re a privately held company, and pair our scale with a strong foundation in our culture and values. This combination gives us a competitive advantage in the market and helps make us a trailblazing organization that is built to last.

We’re looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we’re committed to providing a work experience that helps our team grow to their full potential. We offer great benefits, competitive salaries and opportunities for advancement to all our employees.

Be a part of the essential work we do at LiftOne and make a difference for our customers, our community and our company. Learn more about what it means to become a team member with LiftOne.

Summary

The Sales Planner at LiftOne plays a crucial role in the company's ability to effectively meet customer demand and requirements. They will collaborate closely with the sales, operations, and supply chain teams to develop accurate demand forecasts to allow for optimal inventory levels. Additionally, they will interface regularly with customer-facing sales reps, parts-focused demand planners and supplier-facing procurement specialists to execute on-time order fulfillment. Analytical skills and attention to detail will be essential in identifying trends, analyzing data, and making informed decisions to support the company's growth objectives.

Essential Functions

• Utilize Salesforce and SAP to create, place and maintain Quotes and Sales Orders.
• Track Sales Orders throughout the entire order life cycle - collaborate with procurement and sales to ensure supplier-caused or customer-caused date changes are communicated effectively.
• Search allied plant sites, departments and dealers for equipment to fill customer orders.
• Partner with the service department at LiftOne branches to ensure timely Prep & Delivery of equipment to customer site.
• Work with the credit & sales departments to resolve any customer credit concerns related to equipment Sales Orders.
• Use customer-specific portals as required to process and maintain orders.
• Partner with the SIOP (Sales, Inventory & Operations Planning) and Fleet Assurance teams to collect customer feedback and analyze demand trends.
• Work with rental & inventory analysts to understand requirements and maintain LiftOne-owned orders and assets.
• Embrace and help strengthen a culture of continuous improvement, safety, and elite process ownership.
• Task prioritization, conflict management, collaboration and proactive order management are all key requirements for this role.
• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.

Education and/or Experience

• One to three years of experience in production planning, master scheduling, supply chain management or similar role required.
• Associate or Bachelor’s degree in Supply Chain Management, Business Administration or related field preferred.
• Customer Service, Manufacturing scheduling, or Logistics experience welcomed.
• Strong analytical and problem-solving skills with keen attention to detail.

Computer Skills

• Microsoft Office (Word, Excel, PowerPoint)
• SAP S4/HANA experience preferred
• Salesforce experience preferred
• PowerBI/Tableau utilization preferred

Travel Requirements

• 10% travel required

Workplace Requirements

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to climb or balance; stoop, bend, kneel, crouch, or crawl and taste or smell. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. Employee must operate equipment in a safe manner.

Work Environment

While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration. The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock. The noise level in some work environments is occasionally loud.

We are an Equal Opportunity Employer

We require all employees to treat all our employees and candidates as equals. All personnel actions are conducted in the spirit of equal employment. We’re committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation or any other characteristic protected by applicable local, state or federal laws.

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