Sr. Supply & Demand Planner - RTD

Key Responsibilities: 

Reporting & Analytics 

• Prepare and distribute weekly Velocity Reports to track inventory across all 3PLs. 

• Maintain Coffee DOS and Energy DOS reports with accurate shelf-life and coverage data. 

• Conduct daily inventory refreshes to flag out-of-stocks, aging product, or shelf-life risks and communicate priorities to Transportation and Inventory Control. 

• Compile and distribute month-end inventory and activity reports to internal stakeholders. 

Inventory Management 

• Manage product conversions for major accounts (e.g., Bass Pro Shops, Sam’s Club) and ensure all products meet shelf-life requirements. 

• Track and record conversions using designated tools and trackers. 

• Initiate SKU conversions at production facilities, coordinating with internal teams through Jira and email. 

• Support 3PLs and fulfillment teams by communicating product classifications and inventory moves. 

Production Planning 

• Update weekly production planning sheets for Oatka, Cold Brew, and KDP manufacturing partners. 

• Monitor production variances and adjust schedules to hit monthly production and inventory goals. 

• Submit production forecasts and schedules to manufacturing partners and ensure timely PO processing. 

• Maintain organized and accurate records of all production forecasts, schedules, and inventory data. 

Transfer Order (TO) Creation 

• Create and release transfer orders (TOs) ahead of production starts based on purchase orders and projected fulfillment needs. 

• Coordinate with internal and external partners to optimize truckloads, shipment quantities, and timing. 

• Serve as backup for TO/SO fulfillment, receipts, and documentation as needed. 

Shelf-Life & Product Classification 

• Oversee shelf-life classifications for RTD Coffee across all facilities. 

• Partner with Transportation and Operations teams to maintain accurate product placement and rotate aging inventory. 

• Ensure compliance with internal shelf-life standards and customer requirements. 

Demand Management 

• Work with Finance, Sales, and Sales Ops to align on demand forecasts and business targets. 

• Analyze Nielsen data and customer trends to identify opportunities and anticipate demand shifts. 

• Participate in forecast, promo, and demand-review meetings to support strategic decisions. 

• Provide insights that drive improved planning accuracy and supply chain responsiveness. 

Cross-Functional Collaboration 

• Participate in recurring meetings with production, transportation, procurement, sales ops, finance, and external supply chain partners (KDP, Oatka, Cold Brew). 

• Coordinate issue resolution and support cross-functional initiatives. 

• Serve as a planning partner for new product setup, transitions, and operational improvements. 

Miscellaneous 

• Maintain RTD documentation, planning files, and organized digital folders. 

• Assist with process improvements, system enhancements, and supply chain projects as assigned. 

Education and Skill Requirements 

• Bachelor’s degree in Supply Chain, Business, Operations, or related field preferred, or equivalent experience. 

• 3–5 years of experience in production planning, supply chain, inventory management, or operations coordination (CPG or beverage experience preferred). 

• Strong analytical skills with experience in Excel/Google Sheets, reporting tools, and data modeling. 

• Familiarity with ERP/WMS systems (e.g., NetSuite, SAP, or similar). 

• Experience collaborating with 3PLs or manufacturing partners is a plus. 

• Ability to manage multiple priorities in a fast-paced, high-volume environment. 

• Clear, proactive communication and strong cross-functional alignment instincts. 

Position Type/Expected Hours of Work/Physical Requirements 

This is a full-time position and may require long hours and may require weekend and nights work per events. 

• While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach, stoop kneel to install computer equipment. 

• Specific vision abilities required by this job include close vision requirements due to computer work. 

• Light to moderate lifting is required. 

• Ability to uphold the stress of traveling. 

• Regular, predictable attendance is required; including quarter-driven hours as business demands dictate. 

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic). 

• Ability to work in a confined area. 

• Ability to sit at a computer terminal for an extended period of time. 

Other Duties  

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.