Team Lead - Trade Planning
About The Position
The Trade Planning Team Lead leads a team of four Trade Planning Specialists and ensures accurate, timely execution of customer promotional plans. The role is the main point of contact among sales professionals, clients, customer trade finance teams, and internal partners, supporting trade planning activities and process improvements. The position reports directly to the Sr. Manager of Trade Planning and Deduction Management. It is hybrid in Schaumburg, Illinois, with three days per week in the office. The position is exempt, with a salary of $58,000–$62,000 depending on experience, qualifications, and skills. C.A. Carlin is a privately held sales agency representing brands across consumer packaged goods categories. The company has more than 300 associates and offices throughout the country, and has operated since 1962.
Requirements
- At least 3 years of experience in trade planning, trade promotions, sales operations, customer finance, or a related field.
- Strong organizational, analytical, and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Excel, Outlook, and other Microsoft Office applications.
- Ability to manage multiple priorities in a fast-paced environment.
Nice To Haves
- Previous leadership, supervisory, or team lead experience.
- Experience with client trade management systems.
- Extensive CPG experience.
- Prior experience with a broker or manufacturer.
- Leadership and coaching skills.
- Attention to detail.
- Customer service skills.
- Communication skills.
- Process improvement skills.
- Collaboration skills.
- Time management skills.
- Problem-solving skills.
Responsibilities
- Lead, coach, and develop a team of four Trade Planning Specialists.
- Oversee timely and accurate entry of promotional plans into customer trade systems.
- Review promotional plans for completeness and accuracy.
- Serve as the escalation point for planning issues and customer questions.
- Partner with sales professionals, clients, and deduction management to ensure seamless promotion execution.
- Manage team workloads and prioritize activities to meet deadlines.
- Develop and maintain trade planning processes, procedures, and timelines.
- Identify opportunities to improve efficiency and accuracy.
- Monitor team performance and ensure high service standards.
- Provide excellent customer service to internal and external stakeholders.
Benefits
- PTO and sick days.
- 11 paid company holidays per year.
- One floating holiday.
- Two paid volunteer days per year.
- Three months of fully paid parental leave, regardless of gender.
- Medical, dental, and vision coverage.
- Paid company life insurance.
- 401(k) with company match.
- Summer hours, including half-day Fridays from Memorial Day through Labor Day.
- Work-from-home flexibility.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
