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Instrument & Set Planner

ATEC Spine
Carlsbad, CA Full Time
POSTED ON 12/23/2025
AVAILABLE BEFORE 1/21/2026
We're seeking an Instrument Planner to join our Operations team, with a focus on forecasting, set planning, and master data accuracy for surgical instruments. In this role, you will build and maintain instrument and set forecasts, partner with cross-functional teams, and ensure sufficient instrument & set availability to support product launches and ongoing clinical demand. You'll help establish efficient processes, maintain accurate planning data in SAP, and drive improvements that strengthen forecasting accuracy and long-term scalability.

Essential Duties And Responsibilities

Forecasting & Inventory Management

  • Establish and maintain ABC SKU logic for instrumentation.
  • Build the instrument replenishment forecast from the ground up, incorporating fleet growth, component usage, and service level targets.
  • Integrate replenishment forecasts into safety stock and monthly planning processes.
  • Partner with planners to define first-time buy/NPI requirements for Alpha and launch sets.

Cross-Functional Collaboration

  • Launch and lead recurring meetings with Product teams to:
    • Review forecasted quantities.
    • Capture feedback on complaints, damage rates, design changes, and unique/non-standard components.
  • Partner with International Marketing to establish target thresholds for in-market safety stock, including return/service processes for damaged parts.
  • Collaborate with Sales Ops to create processes for recovering stock removed from sets to prevent shortages and unnecessary orders.
  • Work closely with Demand Planning to ensure instrument and set forecasts align with implant demand and case forecasts.
Set Planning & Master Data

  • Execute the set planning process by:
  • Maintaining accurate master data in SAP & Excel.
  • Managing NPI conversions.
  • Calculating set requirements and maintaining forecast models.
  • Ensure accurate "do not buy" signals and SAP order signals are maintained, so the Purchasing team can execute confidently.
  • Maintain accurate records and databases related to set inventory and planning forecasts.

Continuous Improvement

  • Support ongoing initiatives to improve planning efficiency and reporting accuracy (e.g., safety stock logic, master data integrity, automation of forecasts).
  • Drive enhancements to forecast models and processes to reduce manual work and improve decision-making.
  • Participate in cross-functional projects that strengthen end-to-end planning, replenishment, and inventory management.

Requirements

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Strong organizational skills and keen attention to detail.
  • Positive attitude and mentality of continuous improvement.
  • Bonus skills: Basic knowledge of SQL and Power Query is a plus, and we highly value a willingness to learn these tools on the job.
  • Effective communication skills and a collaborative mindset.

Education And Experience

  • Bachelor's degree in Supply Chain, Operations Management, or a related discipline.

For roles based in the United States that require access to hospital facilities, must be eligible for and maintain credentials at all required hospitals, including meeting any applicable physical requirements or vaccination requirements (including the COVID-19 vaccine, as applicable).

ATEC is committed to providing equal employment opportunities to its employees and applicants without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, gender expression, or any other protected status in accordance with all applicable federal, state or local laws. Further, ATEC will make reasonable accommodations that are necessary to comply with disability discrimination laws.

Salary Range

Alphatec Spine, Inc. complies with state and federal wage and hour laws and compensation depends upon candidate's qualifications, education, skill set, years of experience, and internal equity. $95,000 to $105,000 Full-Time Annual Salary

Salary : $60,000 - $80,000

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