Full-Time Senior Manager Customer Strategy & Planning

Develop and manage the strategy and communication of official merchandising and promotional guidelines to enable standardized annual trade planning expectations with field sales.

Through managing the trade team, facilitate Trade Planning Software training with the sales team including developing and updating training documents to ensure compliance with Perfect Snacks trade management expectations.

Trade accrual tracking/communication (internal/external) - monthly, quarterly, annual…provide accurate and timely reporting to corporate finance and sales.

Establishes and tracks against Trade Planning Software plan accuracy through KPI development and standardized process creation.

Actively manage and develop Trade Analyst who is responsible for:

• Tactical management of the trade system and coordinating with sales leads owning trade plans/customer
• Month-end closing of trade spends vs forecast + variances and drivers

Actively manage and develop Forecasting Analyst/Manager who is responsible for:

• Daily connections with sales team to incorporate forecast adjustments made in real time
• Reporting out of forecast rollups and tracked changes
• Coordinating meetings and communication between sales team and forecast lead
• Key lead and contact point for coordinating the communication of information and details within the forecast to other departments
• Coordinating with trade analyst to match up trade with the forecast for all trade rate/ROY report outs
• BI tools- maintenance, development, etc

Create post promotion ROI analysis and learnings tied to trade management in coordination with Field Sales.

Contingency planning process- strategically managing opportunistic trade allocations across customers to drive profitable growth beyond base plan.

PPA coordination with Director of Portfolio & Category Strategy to drive proper architecture of platforms, trade spends, and consumer value across channels.

Creation of appropriate RGM principles to drive responsible growth and savings within trade spends and strategy.

Drive process, collaboration, and communication of sales- sourced bottoms-up forecasting.

Develop projects to improve the forecasting and demand planning connectivity and process/meeting cadence.

Establish and track annual customer targets with input and collaboration from Finance and SVP Sales.

Bachelor degree and/or 6+ years of experience in sales, analytics, trade, marketing, forecasting, or related field preferred

2+ years previous experience specifically with trade management software and strategy/planning

2+ years of experience in managing, mentoring, retaining, and developing talent

Experience in CPG industry with a specific emphasis on Planning or Supply Chain functions preferred

Preferred experience in both large and small CPG environments

Ability to work across multiple data sources to provide a holistic perspective

Ability to influence decision making across multiple levels and functions of an organization to drive results

Solid understanding of sales and trade specific methods / techniques

Excellent organizational skills and time management abilities

Ability to make decisions and work with limited supervision

Ability to work under pressure and balance multiple tasks

Proficient with basic computer hardware and software (Word, Excel and PowerPoint)

Good oral and written skills

Excellent organizational skills

Ability to be entrepreneurial and methodical

Results-oriented and process driven, with high expectations of self and team

Collaborative mindset with strength in effectively receiving and communicating feedback

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