Planning & Performance Manager

About Us:

At Botrista, we are transforming beverage culture with intuitive drink-making technology guided by Nature herself.  By allowing restaurants to easily expand menus without added complexity, we’re driving incremental growth with the push of a button.

 Awarded as one of the Best California Startups in 2023, our beverage solution has created a new industry category, universally applicable to any cuisine, demographic, and business. Our machines are being rapidly deployed around the country for customers to experience & enjoy.

We deliver a world of flavors at your fingertips by sourcing top-tier ingredients from around the globe. Thanks to valuable data collected through our integrated CloudBar system, we easily guide our partners through their drink menu innovation.

Each drink is crafted by nature, and perfected by innovation - we’d love to have you be a part of it.

ROLE SUMMARY:

The Planning and Performance Manager is responsible for ensuring accurate demand planning and pipeline management to align with organizational goals. The role involves analyzing sales data, developing forecast models, and managing pipelines for products, ingredients, and installations (e.g., bots). The position serves as a critical bridge between data-driven predictions and operational execution, enabling the organization to anticipate demand accurately, optimize resources, and enhance overall efficiency.

Reporting to: Head of Commercial Strategy & Planning

JOB RESPONSIBILITIES:

Analyze historical data and market trends to develop demand forecasts for products, ingredients, and installations

Collaborate with sales and marketing teams to incorporate promotions, campaigns, and other factors into forecasts

Refine and implement forecasting models to improve accuracy

Monitor and adjust forecasts based on real-time data, feedback, and external market factors

Maintain and monitor the sales pipeline to align demand forecasting with sales activities and operational capacity

Identify bottlenecks or discrepancies in the pipeline and recommend corrective actions

Ensure pipeline data is up-to-date and reflects accurate customer and sales team inputs

Work closely with supply chain, operations, and finance teams to ensure alignment between demand forecasts and resource planning

Generate regular reports on forecast accuracy, pipeline health, and variance analyses for stakeholders

Provide actionable insights to leadership to guide decision-making on resource allocation and inventory planning

Identify and implement improvements in forecasting methods and pipeline management processes

Lead initiatives to incorporate advanced analytics and automation into forecasting workflows.

Productivity KPIs will include: 

• Forecast accuracy (measured as Mean Absolute Percentage Error or similar metrics)
• Pipeline conversion rate (percentage of leads moving from one stage to the next)
• Reduction in forecast-to-actual variance over time
• Inventory optimization metrics, such as reduced stockouts or excess inventory

Bachelor’s degree in business, supply chain, economics, data science, or a related field (Master’s

preferred)

Minimum 3–5 years in demand forecasting, supply chain management, or pipeline management

Experience in industries requiring dynamic forecasting, such as FMCG, retail, or manufacturing

Analytical thinker with strong numerical aptitude

Proactive problem solver with a focus on continuous improvement

Comfortable working in fast-paced, cross-functional environments

Technologically adept, with a passion for leveraging tools and software for operational efficiency.

Salary $110,000 - $140,000 per year

plus bonus and stock options

•  Fully company-paid Medical, Dental and Vision Insurance

• 15 days Paid Time Off, 7 sick days, 14 holidays, Wellness Benefits, Cell Phone and Internet reimbursement, 401K

•  Beautiful new SF office with outdoor rooftop workspace

• Free beverages with our DrinkBot Pro, snacks, and free lunches on Monday and Wednesdays.