Account Planner, Dr.Jart+ NA

ELC Beauty LLC•New York, NY

About The Position

The Account Planner has extensive experience developing, category sell-through and sell-in forecasts, negotiating stock & sales plans, delivering gross shipments, and managing inventory KPI’s. This person manages retailer orders to ensure optimal ordering parameters & inventory in the trade to minimize returns and ensures the right level of WOS in the right SKUS. Works in partnership with Account Lead, that helps develop overall account strategy (e.g., Category Plan and Stock & Sales Plan) also works with retailer partner team to build retailer plans to support sales & inventory projections.

Requirements

College degree required
5-6 years of experience
3-5 years specifically in financial planning or working with stock & sales plans
Strong math and analytical skills
Strong ability to structure, analyze and manipulate large amount of data in excel quickly (e.g., pivot tables, vlookup, data cleaning, etc.)
Ability to review and analyze Stock & Sales Plan; knowledge of inventory models and KPIs (turn, WOS) and retail supply chain
Strong financial and analytical acumen; ability to advocate for and develop planning best practices and strong, mutually beneficial collaboration with retailers
Strong business savvy and knowledge; ability to use analytics to convince others of financially sound options for the Account that will maximize sales and minimize returns
Highly organized and structured

Nice To Haves

Highly organized and structured
Planning/Organizing and Dependability - Is highly organized; prioritizes and plans work activities; uses time efficiently
Able to coordinate across roles and functions effectively
Self-starter. Ability to work independently
Experience with data manipulation and Excel formulas (Date functions, V-lookup, Pivot Tables, etc.)
Flexible mindset, with the ability to shift focus, multi-task, and prioritize requirements

Responsibilities

Provide input to Head of Account & Sales Planning as needed for LRP and budgeting process
Prepare and align on upcoming season account category plan that includes detailed plan for basic, launch and holiday business by applying detailed knowledge of account’s business and customer, brand strategy for category/SKU analytics
Provide feedback to Marketing on MFP/Brand Category Strategy
Attends seasonal planning meeting with retailer to support Account Lead in discussions on account category strategy
Help inform Account Lead strategy on optimal SKU assortment, focusing on differentiating assortment only in those areas of highest opportunity
Develop SKU & volume forecasts for seasonal new launches
Develop SKU & volume forecasts for incremental programs for gondola and other store displays (endcaps, etc.)
Develop SKU & volume forecast for new door expanded distribution
Proactively develops seasonal Brand Stock & Sales plan that supports category and inventory targets, including returns
Negotiates Stock & Sales Plan with retailer seasonally as part of planning and then conducts monthly negotiations in-season
Manage in-season monthly brand stock and sales plans by reviewing previous month actuals, re-projecting plan, and conducting analyses on inventory/sales to drive insights
Build weekly ship plans for account based on monthly Stock & Sales plan and refresh weekly/monthly
Discuss re-projected sales and receipt plan with retailer
Monitor and report on gross shipments to plan to Head of Account & Sales Planning and Account Lead, identifying any risks and opportunities; calls out gaps to seasonal plan and proposes initiatives to close the gaps/further drive sales
Develop monthly Latest Estimate
Conduct bi-weekly call with retailer to understand OTB and any constraints
Monitors orders passed by the retailer; supporting launch and basic to hit retail sales plans by category
Reviews counter service levels, OOS and fill rates and use as input to order changes
Ensure that orders reflect correct SKU assortment for accounts / doors
Update the weekly shipment forecast
Join appropriate field calls to stay current and anticipate ordering needs based on field activities
Manage inventory levels including phase-ins, phase-outs, discos, returns (customer and RTVs), DIFs, testers, inventory adjustments and markdowns, with particular focus on proactively minimizing returns and DIFs
Recommend/validate opening order for new retailers/stores
Conducts some relevant administrative tasks (e.g., filling out retailer required information for new products)
Partners with Account Services to ensure that PO Logs and OOS Reports address the highest need areas for the retailer and field; works with Account Services to devise solutions when issues occur
Set up New Account Openings and closings