Sales Planning Manager
About The Position
We’re looking for a detail-oriented and proactive Sales Planner to support our Sales and Commercial teams in managing trade spend, driving forecast accuracy, and analyzing performance across our food and beverage portfolio. This role is instrumental in helping us grow profitably by ensuring our promotional plans are optimized and aligned with both internal goals and customer expectations. You will work cross-functionally with Sales, Marketing, Finance, and Supply Chain teams to support planning cycles, analyze trade performance, and drive process improvements that enhance forecast accuracy and trade return on investment.
Requirements
- Bachelor’s degree in Business, Marketing, Finance, Supply Chain, or a related field.
- 2–5 years of experience in sales planning, trade marketing, or demand forecasting within the food & beverage or CPG industry.
- Experience working with TPM systems (e.g., SAP, AFS, TradePro) and syndicated data sources (IRI, Nielsen, SPINS).
- Advanced Excel skills; familiarity with data visualization tools (e.g., Power BI, Tableau) is a plus.
- Strong analytical, organizational, and communication skills.
- Ability to work collaboratively in a fast-paced, cross-functional environment.
Nice To Haves
- Experience with customer planning processes for major grocery, club, or foodservice accounts.
- Understanding of trade mechanics, deduction resolution, and post-event analysis in a food or beverage environment.
- Knowledge of category management or channel-specific dynamics
- Experience working with wholesalers such as UNFI, C&S, AWG, or SpartanNash
Responsibilities
- Develop and maintain sales forecasts by customer, channel, and product line, working closely with Sales and Sales Development.
- Support the planning, tracking, and evaluation of trade promotions, ensuring alignment with sales targets and brand strategies.
- Maintain accuracy in the trade promotion management (TPM) system, including promotion entry, accrual tracking, and deduction reconciliation.
- Analyze promotional effectiveness and provide actionable insights to improve ROI on trade spend.
- Collaborate on the development of annual customer plans, including volume targets, promotional calendars, and investment budgets.
- Partner with clients to ensure accuracy of trade accruals and support monthly and quarterly close processes.
- Work closely with the clients to ensure demand plans align with operational capabilities and inventory goals.
- Support reporting and performance tracking dashboards for internal and external stakeholders.
Benefits
- PTO and Sick days
- 11 paid company holidays per year
- 1 Floating holiday
- 2 paid volunteer days per year
- Bonus eligible
- 3 months fully paid parental leave (regardless of gender)
- Medical, dental, and vision
- Paid company life insurance
- 401k with company match
- Summer hours (half day Fridays from Memorial Day thru Labor Day)
- Work from home flexibility
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What This Job Offers
Job Type
Full-time
Career Level
Manager
