Planner

• Create a positive and exceptional experience for external and internal customers
• Interface with sales and internal teams to plan and coordinate new-client transitions into Insperity
• Schedule national new-client orientation meetings
• Troubleshoot logistical, approval, and document requirements
• Collaborate with Orientation Managers when requirements create meeting conflicts or barriers
• Manage incoming orientation requests and available resources
• Make cost-effective travel and scheduling decisions based on business needs, geography, costs, and attendance
• Communicate with sales and service teams regarding meeting details and availability
• Determine whether to hold meetings when contractual items are missing
• Communicate internally about transition challenges, including first-payroll timing
• Facilitate file maintenance for spin-off clients
• Support Sarbanes-Oxley and HIPAA compliance audit processes
• Provide customer service by email, in person, and by phone
• Resolve scheduling conflicts with sales and internal teammates
• Provide backup support assembling materials, including lifting up to 50 pounds
• Provide backup support to payroll coordinators during transitions
• Provide backup support to the Benefits team for escalations, client callbacks, and benefit form entries
• Maintain tracking mechanisms and recommend improvements to performance standards and measurements

Agency Temporary Orientation Planner coordinating new-client transitions for Insperity HR solutions

Orientation Planner

Agency Temporary Orientation Planner coordinating new-client orientations and transitions for Insperity’s scalable HR solutions. Managing travel logistics, scheduling, documentation, and cross-functional client support.

• Create department, class, and style-color level plans by channel and country, owning top-down planning guidance
• Develop strategic weekly sales plans that roll up to monthly and seasonal plans while supporting Go-to-Market strategies
• Analyze historical performance and current business trends to identify risks and opportunities across categories and classes
• Ensure alignment and reconciliation between top-down financial targets and bottom-up merchandise plans
• Partner with Merchants to understand financial objectives, develop line and Go-to-Market stories, and influence assortment decisions through data-driven insights
• Lead long-range budgeting and reforecasting processes
• Drive pre-season and in-season middle-out reconciliation to achieve financial and inventory targets
• Partner with and influence cross-functional teams to develop strategies supporting business performance and financial goals

Merchandise Planner forecasting retail demand and inventory for Deckers Brands footwear portfolios

Merchandise Planner

Merchandise Planner forecasting sales, budgets, and inventory for Deckers Brands, a global footwear company.
Building channel and country plans while guiding assortment and financial decisions.

• Attend a final details call with clients approximately 4-6 weeks prior to the wedding to confirm logistics, timeline, and expectations
• Lead and facilitate the ceremony rehearsal on the day prior to the wedding, ensuring all participants are confident in timing, processional flow, and key cues
• Serve as the primary advocate for the couple onsite - maintaining a calm, solutions-focused presence and supporting them through any challenges that arise
• Oversee ceremony and reception setup in alignment with the event design and our day-of execution playbook
• Manage full wedding day execution from initial vendor arrival through final breakdown at the end of the evening
• Greet, direct, and act as the main point of contact for all vendors
• Communicate setup instructions clearly to vendors to ensure alignment with the event plan
• Coordinate and assist with placement of personal and event details including escort cards, menus, table numbers, favors, guest book, and décor elements
• Support the wedding party and family members with guidance, timing cues, and any day-of needs
• Ensure all end-of-event items (gifts, guest book, personal décor, etc.) are properly packed and accounted for
• Proactively manage and resolve any issues or last-minute changes to maintain a smooth guest experience

Wedding Planner providing planning services for engaged couples at Leigh & Co. Events

Wedding Planner

Wedding Planner providing wedding planning and coordination services at Leigh & Co. Events. Managing full execution on-site during weddings and supporting couples throughout the process.

• Employ wave planning processes and applications to maintain optimal workflow levels within the facility
• Provide planning support and technical oversight as defined by departmental procedures for the assigned client
• Execute planning processes and activities consistent with defined procedures and management direction
• Conduct studies to discover ways to reduce costs, improve processes and optimize output

Planner responsible for demand planning and forecasting at logistics company

Senior Planner – 1st Shift

Planner responsible for demand planning and forecasting functions for selected clients at logistics company. Collaborating to maintain optimal workflow and supporting operational efficiencies.

• Assist with the delivery of electrical transmission line routing and substation siting projects
• Participate as a writer and technical support person for routing and siting
• Assist with writing proposals, developing plans, and implementing project steps to move toward closure in a cost-effective manner
• Complete tasks according to approved scopes of work
• Contribute to business development activities, including proposals and pre-qualifications
• Participate in Health, Safety and Environment (HSE) Policies, Procedures, Standards and Guidelines

Environmental Planner/Siting Lead delivering electrical transmission line projects

Environmental Planner – Siting Lead

Environmental Planner/Siting Lead assisting with electrical transmission line routing and siting projects. Collaborating with a team of environmental professionals committed to sustainability.

• Manage a segment of the omni-channel inventory for finished products, including the execution of inventory strategies, analysis, and recommendations.
• Oversee day-to-day allocation and replenishment operations to ensure optimal service levels as required.
• Execute assortment strategies for existing and new store planning for store openings and closures in collaboration with interdepartmental teams.
• Review and execute store/channel level exception plans for marketing campaigns, regional needs, visual merchandising, and overall inventory strategy.
• Develop an understanding of channel, market, cluster, store, and regional level performance through data analysis.
• Review allocation and replenishment rules to maintain system settings and operational integrity.
• Maintain strong working relationships with cross-functional teams and serve as a liaison on stocking strategies, stock levels, and data requests.
• Oversee replenishment runs as needed and coordinate with the Distribution Center leadership on capacity requirements versus availability.
• Assist the planning and communication of inventory requirements within Supply Chain and cross-functional teams.

Inventory & Allocation Planner managing omni-channel inventory strategies

Inventory & Allocation Planner II

Inventory & Allocation Planner managing omni-channel inventory strategies at James Avery. Overseeing product allocation and replenishment for optimal customer service levels and sales maximization.

• Develop and execute financial plans at channel, class, and style level to maximize sales and profitability
• Build weekly category sales and inventory plans that align with brand and channel goals
• Analyze historical data and current trends to identify risks and opportunities
• Create and oversee bottom-up style-color level sales and buy plans, ensuring alignment with top-down guidance
• Partner with Merchants and Planning Operations to secure product by market and influence sizing
• Present class and style level plans in DTC Investment Review for Teva
• Build regular price and markdown plans based on flow calendar and product strategies
• Collaborate with Wholesale and Supply Planning through buy review conversations
• Lead in-season Open-to-Buy reforecasting, ensuring optimal inventory position and responding to trends
• Quantify and communicate supply disruptions, pivoting strategies to achieve goals
• Share inventory positions and recommendations with ecommerce, marketing, and allocation teams
• Create and share financial results and reporting, presenting findings and action points in meetings
• Embrace continuous improvement and develop strategies to optimize business goals

Senior Merchandise Planner driving strategic financial success for Teva.com eCommerce

Senior Merchandise Planner

Senior Merchandise Planner working with cross-functional teams to drive financial success for Teva.com. Develops and executes financial plans, analyzing data to optimize sales and profitability.

• Process incoming parts and supply orders for field, partners, and customers. Review, schedule, and revise shipment plans to ensure efficient distribution of products to satisfy customer requirements.
• Verifies system perpetual inventory reports against physical count of inventory, research issues, and correct variances.
• Issue orders to meet customer requirements, define safety stock levels, internal sub-component build and any rework requirements. Release management for field, partner, and customer orders. Emergency sourcing with established vendors
• Confer with department managers or other personnel to assess progress and discuss needed changes.
• Follow up on Defective Material Reports (bad out of box or early life failures) through to closure.
• Manage partner forecast for Glory affiliates, domestic and international.
• Liaison regularly with the purchasing department to maintain order promise dates, investigate shipment issues with various shipping vendors (inbound & outbound) to expedite flow of materials and meet customer expectations.
• Establishes and promotes good housekeeping and safety practices.
• Other duties as assigned.

Material Planner maintaining warehouse stock for a leading customer experience automation company

Material Planner

Material Planner maintaining stock in the warehouse and inventory for Glory, a customer experience automation leader. Ensure efficient distribution and inventory accuracy in a collaborative environment.

• Develops a rolling production schedule for kitting initiatives, support account / customer driven programing, proper work requisitions, and with focus on WIP management and cost to serve.
• Maintains strong relationships and works closely and collaborates with account teams, kitting team, operations team and Customer to support requirements around kitting initiatives.
• Will support and drive replenishments and short-term product deployment leveraging statistical modeling such as pull-replenishment at the distribution level.
• Collaborates with SIOP, executive leadership, finance, procurement, account, demand planner, and Warehouse teams to ensure that all demand plans are in alignment from a distribution-level perspective.
• Delivers the confirmed unconstrained unit forecast at the appropriate level to the supply planning and purchasing / procurement.
• Works closely with the Demand planning, account, kitting and purchasing teams to understand supply issues and potential mitigation issues.
• Look at opportunities to gain efficiencies, additional scale, and approach operation with a continuous improvement mindset.
• Manage and maintain forecasting and demand planning systems and software.
• Prepare and maintain relevant reports pertaining to demand planning process

Capacity Planner managing product deployment and forecasting activities

Capacity Planner

Capacity Planner responsible for product deployment and forecasting across customer operations. Collaborating with teams to support inventory management and kitting initiatives.

• Develop and maintain raw material supply plans aligned with production schedules, customer demand forecasts, and manufacturing capacity.
• Utilize ERP/MRP systems to execute planning recommendations, purchase orders, rescheduling activities, and replenishment strategies.
• Manage supply plans in Make-to-Stock (MTS), Build-to-Order (BTO), and/or Assemble-to-Order (ATO) manufacturing environments.
• Balance material availability while minimizing shortages, excess inventory, and expedite costs.
• Analyze inventory performance using Inventory Turns, Days of Supply, Safety Stock, Service Levels, Excess & Obsolete Inventory, and Slow-Moving Inventory.
• Determine and maintain appropriate safety stock based on demand variability and supplier lead times.
• Perform supply chain analysis using demand trends, supplier performance, consumption patterns, and inventory data.
• Interpret MRP exception messages and proactively resolve material shortages.
• Monitor market conditions affecting raw material availability, supplier capacity, pricing, transportation, and lead times.
• Collaborate with Procurement, Manufacturing, Warehouse, Logistics, Quality, R&D, and Customer Service to ensure uninterrupted production.

Raw Material Planner developing supply plans for manufacturing operations at Axalta.

Material Planner – Manufacturing, Raw Materials, Chemicals

Raw Material Planner responsible for developing supply plans for manufacturing operations at Axalta. Requires extensive experience in material planning within the coatings manufacturing industry.

• The Vessel Planner is responsible for developing and maintaining appropriate business relationships with service providers, respective port authorities, customers, regulatory bodies, and other business units
• Primarily responsible for oversight of vessel scheduling and operations services
• Responsible for cost minimization and evaluation related to vessel scheduling
• Ensure ships agency services are rendered to all customers at an excellent level
• Maintain a smooth, quick turnaround of vessels, advising local authorities on vessel details keeping all relevant parties informed while meeting all KPI’s
• Establish and maintain relationships with government departments and agencies, local authorities and stakeholders
• Act on escalated matters that require an immediate response and engage in conversation with customers to address any issues or concerns
• Continually seek new methods to reduce operational costs and find efficiencies for the port office to enhance service delivery
• Prepare Pre-arrival Documentation and Visitor/Vendor List for Vessel/Terminal
• Coordinate Sailing Arrangements and Create Vessel Attendance Report & Other Documents
• Monitoring and managing vessel activities to efficiently schedule work activities

Vessel Planner managing shipping logistics and operations in Houston, Texas.

Vessel Planner

Vessel Planner developing and maintaining business relationships for shipping operations. Overseeing vessel scheduling and ensuring efficient delivery of agency services in Houston, Texas.

• Complete lot fit requests.
• Complete site plan redraws as assigned.
• Set up preliminary site plans from surveys or plats on AutoCAD.
• Maintain an understanding of current Perry Homes design standards, code and community guidelines, as they apply to lot fits and redraws.
• From time to time must complete projects on very short notice with extreme time constraints.

Site Planner 1 responsible for lot fit requests and site plan redraws

Site Planner

Site Planner 1 at Perry Homes handling lot fit requests and site plan redraws using AutoCAD. Collaborating with the New Home Starts department meeting design standards.

• Lead financial planning engagements for clients with a net worth of $1-10M
• Conduct thorough discovery conversations to identify client goals, values, and financial objectives
• Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies
• Collaborate closely with internal wealth advisors to support client relationship management and plan implementation
• Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy

Wealth Planner delivering planning to clients with a net worth of $1-10M

Wealth Planner

Wealth Planner responsible for delivering financial planning services for clients with a net worth of $1-10M. Conduct discovery conversations and implement comprehensive wealth strategies in a team environment.

• Assist with planning and coordinating travel arrangements, including flights, accommodations, cruises, and vacation packages
• Provide general destination information and itinerary support to clients
• Communicate with travel suppliers to confirm reservations and booking details
• Respond to client inquiries via email, phone, and online communication platforms
• Maintain accurate client records and booking documentation
• Follow company procedures and guidelines related to bookings and client communication

Remote Cruise Planner assisting clients with travel arrangements.

Cruise Planner

Remote Cruise Planner assisting clients with travel arrangements, providing itinerary support and booking coordination. Working independently in a fully remote environment with structured onboarding and support.

• Itinerary Design: Create personalized cruise and tour itineraries that match each clients preferences, including accommodations, excursions, transportation, and dining options.
• Client Consultations: Conduct virtual meetings or calls to learn about clients travel interests, expectations, and budgets.
• Supplier Coordination: Work with trusted cruise lines, tour operators, and travel vendors to secure quality options and pricing.
• Booking Management: Handle all aspects of the booking and confirmation process to ensure accuracy and a seamless travel experience.
• Customer Support: Provide professional assistance before, during, and after travel, including changes or special requests.
• Travel Research: Stay up to date on destination news, seasonal offers, and industry trends to enhance client recommendations.
• Post-Trip Engagement: Follow up with clients after travel to gather feedback and encourage future planning.

Remote Cruise Planner creating personalized cruise itineraries for clients

Remote Cruise Planner designing cruise and tour itineraries matching clients' preferences. Engaging in client consultations and managing bookings with travel vendors.

• Actively seek to further the state of the art within our industry and develop innovative solutions and responses as the needs of researchers evolve.
• Effectively collaborate with a project team to provide technical expertise in the programming and planning for projects.
• Participate in user group meetings to collect and refine program needs and assess space utilization.
• Communicate planning concepts to project teams and owners, verbally and through graphic and written reports and work effectively with architectural designers to optimize plans that further owners’ goals and objectives.
• Translate planning concepts into comprehensible terms for clients, designers and project team members.
• Contribute to the development, modification and/or review of planning concepts and solutions.
• Assist in development of architectural drawings and specifications to translate planning concepts into project documentation for construction.
• Assist in developing project scope, plan, and services during the contract process.
• Incorporate Integrated Sustainable Design solutions into projects.
• Maintain excellent relationships with existing and potential clients.
• May provide guidance and advice to other designers and project leaders.
• Other duties as assigned.

Health Planner III at CannonDesign focusing on healthcare projects

Health Planner III

Health Planner III at CannonDesign focusing on planning and technical expertise for healthcare projects. Collaborating with project teams and translating concepts into actionable plans.

Planner jobs in Texas

See all jobs on JobTailor

Orientation Planner

Merchandise Planner

Wedding Planner

Senior Planner – 1st Shift

Environmental Planner – Siting Lead

Inventory & Allocation Planner II

Senior Merchandise Planner

Material Planner

Capacity Planner

Material Planner – Manufacturing, Raw Materials, Chemicals

Vessel Planner

Site Planner

Wealth Planner

Cruise Planner

Cruise Planner

Health Planner III