Senior Trade Analyst

Yamamotoyama USA•Pomona, CA

4d•$100,000 - $125,000•Onsite

About The Position

The Senior Customer Trade Analyst prepares presentations and summaries using data and actionable insights for the Customer Development (Sales) team, broker partners, and internal cross-functional teams. The role uses data sources and tools including Sage X3, Circana, and Exceedra, the company’s Trade Promotion Management (TPM) tool. The analyst collaborates with Customer Development Managers and broker partners to develop and execute promotional trade activities, scorecards, and ROI analyses to monitor trade investments. The role provides business insights and strategies to help achieve annual goals and KPIs while improving trade-spend efficiency and delivering strong returns on investment.

Requirements

At least 3 years of related sales, customer, and trade management experience.
Advanced analytical and Excel skills.
Excellent written and verbal communication skills.
Proficiency with Microsoft Office Suite software.
Experience with Trade Promotion Management (TPM) tools such as Exceedra.
Experience with Enterprise Resource Planning (ERP) systems, including Sage X3.
Expertise in leveraging consumption data such as IRI/Circana or Nielsen.
Ability to plan, organize, and carry out multiple tasks and projects.
Ability to travel 10% of the time.
Bachelor’s degree in business, mathematics, statistics, or a related field.

Nice To Haves

Knowledge of the Hot Tea and/or Beverage categories.

Responsibilities

Plan, communicate, track, and analyze trade promotions and spending activities.
Create, monitor, and issue daily sales reports that provide insights into sales progress against monthly budgets and identify risks and opportunities.
Review monthly trade and volume forecast accuracy with Customer Development, Demand Planning, and Finance.
Build and update standard and ad hoc reports supporting shipment, forecasting, trade, and promotion management across internal and external teams.
Support timely invoice payments by working with Accounts Payable, brokers, and Customer Development teams to gather correct information.
Develop and execute promotional trade activities, scorecards, and ROI analyses in collaboration with Customer Development Managers and broker partners.
Provide business insights and strategies to support annual goals, KPIs, and trade-spend efficiency.