Strategic Inventory & Promotions Planner

Williams-Sonoma; San Francisco (CA); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Employee discount

401(k) & investment opportunities

Paid vacations, holidays, and time off

Health, dental & vision insurance

Tax-free commuter benefits

Wellness program

Job summary

Williams-Sonoma, Inc. is seeking a Senior Strategic Planner in San Francisco to lead promotional strategy, brand planning and forecasting. This role partners with Merchandising, Inventory, Distribution, Sourcing, and E-commerce to drive planning processes and operational excellence.

You will develop tools, manage OTB and IR deliverables, and provide scenario analyses to optimize sales, margin and inventory turns. Strong Excel skills and stakeholder management are essential.

Qualifications

• Bachelor's degree or higher in a relevant field.
• 5+ years in retail planning, inventory management, merchandise planning, allocation, forecasting, or related analytics.
• Strong analytical and financial acumen.
• Advanced Microsoft Excel skills.
• Experience with forecasting, inventory, and reporting tools.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication, presentation, and stakeholder management skills.

Responsibilities

• Streamline and simplify the promotional planning process.
• Provide timelines, due dates, and visibility to baseline promotions at the department and category level.
• Provide SKU counts, sales results, and margin performance reporting.
• Lead weekly meetings and influence cross-functional teams and leadership to align on promotional strategies.
• Communicate upcoming promotional activities and business impacts.
• Develop and enhance analytical tools and planning files to improve operational efficiency.
• Manage the brand dailies process, including demand and net sales forecasting.
• Provide upside and risk scenarios based on business trends.
• Support Open-to-Buy (OTB) planning processes, communications, rollups, and recaps.
• Support Floor Set and Mid-Season preparation activities.
• Create weekly budgets for new and reintroduced SKUs.
• Create, maintain, and publish Inventory Review (IR) deliverables, supporting files, and targets.
• Monitor business performance and identify opportunities and risks.
• Drive proactive communication and alignment on strategies, priorities, and deliverables with cross-functional partners.

Skills

Strong analytical skills

Financial acumen

Advanced Excel

Stakeholder management

Communication & presentation

Education

Bachelor's degree in Business/Finance/Economics/Supply Chain/Retail Merchandising

Tools

Microsoft Excel

Forecasting tools

Inventory reporting tools

Job description

Williams-Sonoma, Inc. is seeking a Senior Strategic Planner in San Francisco to lead promotional strategy, brand planning and forecasting. This role partners with Merchandising, Inventory, Distribution, Sourcing, and E-commerce to drive planning processes and operational excellence.

You will develop tools, manage OTB and IR deliverables, and provide scenario analyses to optimize sales, margin and inventory turns. Strong Excel skills and stakeholder management are essential.