Specialist, Sales Business Planning

Torani•San Leandro, CA

5h•$90,220 - $100,244•Hybrid

About The Position

As Torani continues its journey toward $1B by 2030, strong sales planning, accurate forecasting, and scalable processes are more important than ever. We are looking for a Sales Business Planning Specialist who is excited to build the foundation for how our Sales team plans, operates, and grows. In this role, you will partner closely with Sales, Demand Planning, Finance and cross-functional teams to create structure, improve processes, and provide the insights that help our team succeed with key partners. This opportunity is ideal for someone who enjoys connecting data, processes, and people to improve how work gets done. As Sales Business Planning Specialist, you will help facilitate how sales forecasting, demand planning alignment and business planning processes come together to help the sales team deliver amazing service to our customers. You’ll play a key part in supporting Foodservice strategic accounts by providing insights, planning, support and visibility into performance and opportunities. You will work cross-functionally with Marketing, Demand Planning, Customer Service, and Sales to improve forecasting accuracy, maintain reliable sales data, support planning cycles and drive consistency across tools and processes. At Torani, we flavor more than just drinks – we flavor lives. We’re a Certified B Corporation committed to shared success, and that means everyone here plays a meaningful role. You’ll be empowered to grow, try new things, and help others thrive.

Requirements

3–6 years of experience in Sales Planning, Sales Operations, Business Planning, Analytics, or related commercial support roles (CPG or food service preferred)
Experience working with sales forecasting, reporting, and business analysis
Strong Excel and data management skills
Experience with Salesforce or CRM systems preferred
Effective communication and collaboration skills across cross-functional teams
Based in San Leandro, CA with hybrid in-office schedule

Responsibilities

Improve forecasting process for Key Foodservice customers by bringing greater visibility, consistency, and accuracy to sales planning.
Analyze sales performance, customer, and channel trends, and identify variances to plan on a weekly basis.
Improve forecast accuracy, challenge planning assumptions, and provide actionable insights that drive informed business decisions through reporting, data analysis, and collaboration with Sales and Demand Planning.
Ensure forecasts are well-supported, transparent, and aligned with customer plans, business objectives, and supply planning assumptions.
Strengthen partnerships with Key Foodservice accounts by providing the Sales team with actionable insights, reporting, and visibility into customer performance, risks, and growth opportunities.
Support the Sales team in key customer meetings by presenting business insights, performance trends, and growth opportunities.
Translate account strategies into actionable plans supported by reliable data and effective planning processes.
Provide timely insights into customer performance, channel trends, growth opportunities, and business risks to improve sales planning and decision-making.
Identify opportunities to accelerate growth and proactively address potential challenges through analysis of sales data, customer trends, market dynamics, and key performance metrics.
Create reporting and business insights that support sales planning, forecasting, customer strategy discussions, and leadership reviews.
Establish more consistent and repeatable ways of working across the Sales organization by identifying opportunities to streamline processes.
Develop and maintain standard operating procedures (SOPs), document key business processes, and create scalable practices across sales planning, forecasting, reporting, and data management.
Improve the structure, tools, and processes used to support annual sales planning, customer planning, and business review meetings.
Identify gaps in existing ways of working through collaborative exchanges with the team and implement solutions.
Remind us that success isn’t just about what we achieve – it’s how we feel doing it, and make sure it’s fun along the way.