Sales Forecasting Director:
Position Summary
The Sales Forecasting Director will lead the rollout and ongoing operation of the methodology and Salesforce tooling—delivering trainings, coordinating enhancements, and driving adoption across regions. You’ll run the monthly forecasting cadence and executive forums, prepare options and decisions, and ensure process adherence and high data quality. Success requires strong change leadership, executive facilitation, rigorous data governance, and hands-on experience with Salesforce forecasting and cross-functional programs.
Position Summary
• Own the end-to-end sales forecasting process across regions and functions; maintain the global playbook covering methodology, process, RACI, and tooling.
• Stand up and run the monthly forecasting cadence: prep materials, chair regional reviews, facilitate CFO/BOT consolidation, and manage CEO sign-off; document and communicate decisions to all stakeholders.
• Drive change management & adoption: plan and deliver trainings for sales and non-sales teams, host office hours, publish how-to guides, and manage executive and field communications.
• Govern data quality and process adherence: define controls, lead a light “data steward” function, monitor dashboards, trigger reminders/escalations, and enforce data accuracy
• Operate the single source of truth in Salesforce for forecasting by partnering with IT on further tool improvements and AI implementation.
• Define and track KPIs: forecast accuracy and bias, booking-date slippage, data completeness/freshness, adherence to cut-offs, and cycle time for approvals.
• Partner across the business (Sales, FP&A, Supply Chain Planning, Commercial, IR) to ensure the unconstrained sales forecast connects cleanly into IBP/S&OP and external guidance processes.
• Continuously improve the methodology (e.g., tiered baseline/medium/low buckets; timing estimation rules), meeting structure, and decision criteria using feedback and analytics.
Qualifications
• Program leadership for global, cross-functional processes with proven rollout and steady-state ownership.
• Strong change management toolkit: stakeholder mapping, comms plans, training design/delivery, adoption measurement, and issue escalation.
• Executive facilitation: confident running VP/C-level forums, framing trade-offs, synthesizing options, and driving clear decisions.
• Data governance mindset: designing controls, quality dashboards, and simple operating rules people actually follow.
• Salesforce expertise is a plus.
• Communication & assertiveness: crisp writing, structured storytelling, and the backbone to hold the line on standards and deadlines.
• Domain familiarity with B2B/enterprise sales cycles; energy/storage or complex project sales is a plus.
• Working style: organized, systems-level thinker, comfortable in ambiguity, biased to action, and great at building trust across regions/time zones
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