Account Planner

Account Planner

Role Purpose / Mission

The Planner supports production and customer service activities by coordinating planning processes for assigned accounts. This position serves as a liaison between Webco’s contract customers and the Oklahoma Carbon production group, ensuring that customer needs are translated into accurate production plans. Working closely with sales, production, and logistics, the Planner I helps maintain an efficient balance between customer satisfaction and plant optimization. This role is foundational to developing expertise in SAP planning, data analysis, and production coordination while modeling Webco’s principles of integrity, trust, and teamwork.

Key Responsibilities

• Assist in planning and coordinating production schedules to fulfill customer orders and forecasts.
• Communicate regularly with internal departments, subcontractors, and customers to maintain order accuracy and delivery timelines.
• Support the review and entry of customer forecasts into SAP to ensure alignment with production capabilities.
• Monitor production progress and flag potential issues that could impact delivery.
• Assist in analyzing inventory and order data to balance material availability with demand.
• Maintain accurate documentation in SAP and SharePoint for assigned accounts.
• Support the Account Planning team in optimizing production runs and resource utilization.
• Follow established planning methodologies and assist with implementing process improvements.
• Maintain professionalism and effective communication across all levels of the organization.
• Demonstrate consistent attendance, organization, and attention to detail.

Core Competencies & Skills

Skill/Competency

Description / Tools

Production Planning

Basic understanding of production flow, scheduling, and capacity management.

SAP Foundations

Develops proficiency in SAP for data entry, order management, and basic reporting.

Customer Service Orientation

Supports internal and external communication to ensure accurate, timely responses.

Analytical Thinking

Reviews and interprets data to identify planning trends and support decision-making.

Organization

Manages multiple tasks efficiently while maintaining accuracy in fast-paced settings.

Communication

Effectively communicates planning updates and requests to relevant stakeholders.

Team Collaboration

Works cooperatively with peers and leadership to achieve shared goals.

Character Attributes / Soft Skills (Aligned with Webco’s Core Values)

Attribute

Description / Observable Behaviors

Integrity

Performs duties with honesty and attention to accuracy.

Trust

Builds confidence through reliability and consistency.

Teamwork

Collaborates with others to support both customer and production goals.

Agility

Adjusts priorities quickly to accommodate changes in demand or production.

Accountability

Takes responsibility for assigned tasks and outcomes.

Initiative

Seeks to understand systems, processes, and improvement opportunities.

Engagement

Maintains focus, energy, and professionalism each day.

Performance Indicators / Success Metrics

• Accuracy and timeliness of production plan updates.
• Effective coordination of communication between customers and production.
• Accuracy of data entered into SAP and other systems.
• Support of on-time delivery and order fulfillment goals.
• Attendance reliability and responsiveness to internal and external needs.
• Contribution to process improvement efforts within the planning function.

Required & Preferred Qualifications

Required:
• Education: High school diploma or equivalent.
• Systems: Basic proficiency in Microsoft Office (Excel, Word, Outlook).
• Skills: Strong organization, communication, and problem-solving abilities.
• Experience: 0–2 years in planning, scheduling, customer service, or related areas.

Preferred:
• Education: Coursework or degree in Business, Supply Chain, or Operations.
• Systems: Familiarity with SAP or similar ERP systems.
• Experience: Previous work in a manufacturing or production environment.

Typical Physical Demands

• Must be able to work a minimum of 8 hours per day on a regular basis.
• Requires prolonged sitting and computer work.
• Requires corrected vision and hearing to normal range.
• May involve standing or walking up to 2 miles within manufacturing facilities.
• Must manage multiple tasks in a fast-paced environment.

Typical Working Conditions

• Works primarily in an office environment at Webco’s Star Center location.
• Office conditions are temperature-controlled and clean.
• Occasional visits to plant areas may expose employee to noise and machinery.
• Required PPE in plant areas includes safety glasses, hearing protection, and steel-toed footwear.