Retail Customer Business Specialist & Analyst

Drive Medical•Montreal, QC

26d

About The Position

We are looking for a highly organized and analytical Retail Customer Business Specialist & Analyst to join our team and support the day-to-day operations and strategic growth of our DME retail business in Canada. This cross-functional role is responsible for sales forecasting, order management, deduction resolution, promotional analysis, and acting as the key liaison between our customers, brokers, and internal teams. The ideal candidate will possess strong problem-solving skills, attention to detail, and the ability to manage multiple projects and stakeholders in a fast-paced environment.

Requirements

Bachelor’s degree in Business, Marketing, Supply Chain, or related field.
Minimum 3 years’ experience in a similar role, ideally in consumer healthcare, DME, or CPG sectors.
Proven experience working with retail customers, brokers, or distributors in Canada.
Strong analytical skills and proficiency with Excel, ERP systems, and forecasting tools.
Experience working with trade promotion systems and deduction management processes.
Excellent communication and organizational skills; strong attention to detail.
Ability to manage multiple stakeholders and prioritize competing deadlines.

Nice To Haves

Knowledge of Canadian retail compliance, logistics, and trade marketing practices is an asset.
Bilingual (French/English) is an advantage.

Responsibilities

Analyze forecast vs. actual sales data to identify gaps, replenishment opportunities, and risks.
Work directly with retail customers to ensure accurate and consistent ordering patterns.
Support forecasting processes by collaborating with sales, supply chain, and customer teams.
Monitor and manage open customer orders, collaborating with Customer Service (CS), Sales Ops, Operations, and Reservations teams to ensure order fulfillment and compliance.
Identify and help implement process improvements to streamline the order-to-cash cycle.
Support onboarding of new customers by coordinating item setup, pricing, and internal processes.
Investigate and resolve customer deductions by working cross-functionally with Finance, Sales, and external partners.
Collaborate with Accounting and Deductions teams to mitigate financial discrepancies and ensure timely resolution.
Own and manage the promotional tracker; analyze pre- and post-promotion performance in collaboration with Trade Marketing, Sales, and Forecasting.
Evaluate rebate activity, gather data, and generate actionable insights to support promotional effectiveness.
Coordinate with brokers and internal departments on promotional execution and compliance.
Manage item setup, reporting tools, and recurring/ad-hoc business reports.
Lead or support internal and customer-facing meetings; prepare agendas, materials, and follow-ups.
Act as a key point of contact for cross-functional initiatives with IT, Marketing, PM, CS, Accounting, etc.
Manage broker commission tracking and reporting.
Coordinate all aspects of trade show participation including sample management, booth setup, logistics, and post-event follow-ups.
Provide flexible support to the Sales team by assisting with ad hoc requests, special projects, reporting needs, and general administrative support.
Act as a reliable partner to Sales Representatives and Managers to ensure seamless execution of customer initiatives, internal alignment, and timely problem-solving.