OPERATIONS MANAGER, SIMON FAMILY ESTATE

Job Description?

Summary/Overview

The Operations Manager will play a pivotal role in supporting SFE leadership, ownership, shipping and logistics, finance, accounting, and the sales team in ensuring data integrity and accuracy in reporting across the company. This role will work closely with the General Manager and ownership to manage regular reporting, customer details, order accuracy, shipping and inventory, and continuously improve management of each to ensure that leadership has the latest key details and most up to date information entered within our system for short-term evaluation and long-term success.

Responsibilities and Duties:
Specific functions identified for the role in which any person who holds this position could be measured in their performance

Operational Leadership & Strategy:

Serve as a strategic partner to leadership, contributing operational insight to sales performance, best practices, and data accuracy.

Anticipate operational needs tied to shipping, inventory, wine releases and allocations, marketing activity, and client engagement.

Collaborate on strategic sales planning, email campaigns, and contribute to long-term brand development.

Sales Operations & Systems Management:

Oversee CRM, eCellar, POS, SharePoint, CMS, and related sales-support systems.

Maintain accurate inventory, library, allocation, and warehouse workflows.

Own order processing, shipping, and compliance operations.

Maintain tracking for our referral network; track and report activities.

Reporting, Data & Insights:

Work closely with SGH finance team and SFE sales team to establish and maintain weekly and monthly reporting dashboards aligned to KPIs, including tracking for wholesale, DTC, tasting salon and allocation-based sales.

Analyze historical performance and trends to support forecasting and strategic decisions.

Audit CRM entries related to upcoming events and closed sales to enrich collector profiles with detailed customer data for future optimization.

Process Development & Documentation:

Audit existing SOPs and workflows; document and formalize processes.

Ensure order entry best practices and data integrity across all channels.

Implement process improvements that increase efficiency and clarity.

Manage bottling process/component purchases in collaboration with production consultant.

Work closely with production consultant to manage component purchases (glass, corks, boxes, wax, labels). Ensure all contractors/bottlers are aligned on required dates/deadlines.

Work on-site during bottling process to ensure quality and coordination.

Coordinate with production consultant and winemaker on projected volumes and input accurate inventory into system.



Required Education and Experience

Bachelor’s degree in Business or related field.

Previous data/analytics management experience.

Focus on details and self-driven data

Exceptional written and verbal communication skills.

Strategic thinker with strong problem-solving and analytical skills.

Entrepreneurial mindset with disciplined execution.

Positive, collaborative, and adaptable attitude.

Preferred Education and Experience

Proficiency with CRM, POS, and CMS systems; eCellar experience preferred, but not required.

Passion for wine and deep interest in the wine industry.

KPIs

DTC Sales by Channel and by Rep, including:

Events

Outbound

Tasting Salon

Allocation Release

Inbound

Tasting Fees

Wholesale Sales by State and by Rep

Active Customers / Founders Circle Members

Allocation Sales

Average DTC Order Value

Event Performance / Upcoming Events

Tasting Performance / Upcoming Events

Performance and Upcoming Market Work Trips/Events

Leader Responsibilities

N/A

Work Environment

In-Office

•  Physical Demands

Minimal

•  Travel required

10%