Sr. Trade Offer Specialist - Le Mars, IA

Wells Enterprises, Inc.•Le Mars, IA

About The Position

The Sr. Trade Offer Specialist is responsible for entering trade offers into the trade system accurately, efficiently, and on time. The role provides training and daily leadership to support timely and accurate completion of Trade Offer activities. It owns the accuracy and currency of offers in the CPT system and helps ensure tasks are completed and offers are configured correctly. The specialist works with Customer Claims to guide deduction clearing to the correct event with accurate audit backup and documentation. The role also helps create and implement trade-spend and performance reporting, assesses price discrepancies and coordinates resolution, communicates with internal and external stakeholders, and drives process improvements and automation to improve approval and cycle times. It collaborates across Customer Claims, Accounts Receivable, Pricing Entry, Finance, and Business Development Managers.

Requirements

Associate degree or equivalent experience.
3–5 years of business, finance, or accounting experience.
Proficiency with Microsoft Office and intermediate to advanced Microsoft Excel skills.
Knowledge of additional software applications such as Oracle and ten key.
Excellent organizational and leadership skills.
Strong communication skills and attention to detail.
Problem-solving and analytical skills.
Ability to work independently with minimal direction on day-to-day activities.
Ability to collaborate across business units.
Ability to multitask and balance competing time demands effectively.

Responsibilities

Ensure offers are entered into the trade system accurately, efficiently, and on time.
Provide training and daily leadership to ensure Trade Offer activities are completed accurately and promptly.
Own the accuracy and currency of offers in the CPT system and provide daily leadership to ensure tasks are complete.
Mentor and train Trade Specialists and Business Development Managers on the CPT tool and ensure offers are set up correctly.
Collaborate with Customer Claims to guide deduction clearing to the correct event with accurate audit backup and documentation.
Assist with creating and implementing trade-spend and performance reporting in Tableau, Trade Spend, or another applicable reporting application.
Assess price discrepancies to determine root causes and coordinate timely correction of pricing or allowance issues.
Communicate effectively with internal and external stakeholders to improve cycle times and escalate business needs.
Drive process improvements and automation to improve approval and cycle times.
Work cross-functionally with Customer Claims, Accounts Receivable, Pricing Entry, Finance, and Business Development Managers to improve cycle time and accuracy.