Greater Chicago Area
Strategic Planning and Sales Operations Manager with 6+ years of experience driving revenue planning, sales forecasting, and cross-functional operations within the B2B industrial solutions sector. My work focuses on bridging the gap between complex organizational data and executive decision-making. Supported by a background in Mechanical Engineering, I specialize in managing Annual Operating Plans (AOP), Long-Range Plans (LRP), and conducting rigorous forecast-versus-actual variance analysis for the Americas region. My approach is highly collaborative and data driven. By architecting Power BI dashboards, harmonizing historical data, and optimizing CRM/B2B systems, I streamline regional operations and provide senior leadership with the accurate visibility required to make strategic business decisions. Specialties: • Strategic & Revenue Planning (AOP/LRP) • Sales Forecasting & Variance Analysis • Power BI Dashboard Architecture & Data Harmonization • B2B System Optimization • Cross-functional Stakeholder Management
• Coordinated Americas business planning activities, facilitating the consolidation of Annual Operating Plans (AOP), Long-Range Plans (LRP), and team targets to support alignment with corporate objectives. • Managed monthly order and revenue tracking, collaborating with cross-functional leaders to conduct variance analysis (Forecast vs. Actual) and consolidate business updates for accurate executive reviews. • Supported senior leadership decision-making by preparing executive reports covering annual outlooks, monthly revenue plans, and progress on strategic initiatives. • Coordinated a large-scale data harmonization project, helping validate historical organizational data for recurring business analysis. • Developed and maintained dashboards using Excel, Power BI, and internal B2B systems to improve reporting efficiency and provide clearer visibility into revenue performance. • Managed territory mapping and recurring sales representative contract reviews to maintain accurate account ownership and regional coverage. • Identified cross-departmental workflow gaps, proposing Standard Operating Procedures (SOPs) to support smoother internal processes and employee training.
• Led full-cycle talent acquisition projects and executive searches across the U.S. • Coordinated candidate pipelines, managed client accounts, and facilitated stakeholder communications to ensure timely and effective hiring execution.
• Managed end-to-end sales operations and order fulfillment workflows to ensure accurate order execution. • Enhanced supply chain visibility by consolidating seasonal order status reports and coordinating EDI processes, product scheduling, and customer communications.
• Managed key B2B accounts and custom product development programs for the U.S. and Canadian markets. • Supported regional Go-to-Market (GTM) activities, including seasonal product launches and trade shows, to drive client engagement and regional sales growth.
• Supported manufacturing operations for automotive body module projects. • Coordinated production scheduling, quality control (QC) tracking, and Engineering Change Orders (ECOs) to ensure smooth cross-functional execution.