Trade Planning Analyst - Club Channel

Lactalis LUSY•Bedford, NH

52d•Hybrid

About The Position

Lactalis US Yogurt, part of the Lactalis family of companies, is currently hiring a Trade Planning Analyst, Club Channel position based in Bedford, NH. The Trade Planning Analyst plays a key role in driving profitable growth across the Club and Value channels, supporting customers including Costco (Brand and Private Label), BJ's Wholesale Club, Sam's Club, and Dollar General. This position leverages Revenue Growth Management (RGM) principles to optimize trade investments, maximize return on investment (ROI), and deliver data-driven insights that support strategic business decisions. Serving as a key analytics partner to the Sales team, the Analyst leads trade planning, customer forecasting, and performance analysis while collaborating closely with cross-functional partners across Finance, Supply Chain, Revenue Growth Management, and Portfolio Strategy & Planning. The role is also responsible for developing customer-facing reports and insights, including scorecards, business reviews, and ROI analysis for trade-funded initiatives. In addition, the Analyst partners with the Club Portfolio Strategy & Planning team to develop internal channel reporting, support long-term planning efforts, and provide analytical support to the Channel Lead and Customer Business Managers across the Club Channel and Dollar General. This position reports to the Director, Club Channel Sales.

Requirements

Bachelor's degree required; degree in Business, Finance, or a related field preferred.
1+ years of experience in analytics, business development, category management, Revenue Growth Management (RGM), finance, or a related field preferred.
Intermediate proficiency in Microsoft Excel is required; experience with syndicated data or similar analytical tools is preferred.
Experience with Circana, Nielsen, or customer data platforms (such as Sam's Club Madrid or Dollar General 1010) is a plus.
Experience with PowerPoint, Power BI, and/or Python is a plus.
Strong analytical skills with the ability to interpret data, identify trends, solve problems, and make data-driven recommendations.
Excellent written and verbal communication skills, with the ability to present insights clearly and effectively to a variety of stakeholders.
Ability to develop and support customer plans that align with business growth and profitability objectives.
Understanding of market trends, competitive dynamics, and customer performance metrics.
Experience analyzing sales data and developing reports that support business decisions.
Strong problem-solving skills with the ability to identify issues and recommend practical solutions.
Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Collaborative team player with the ability to build strong cross-functional partnerships.
Adaptable and able to thrive in a dynamic, evolving business environment.

Responsibilities

Build and execute promotional trade plans aligned with Revenue Growth Management (RGM) pricing and promotional strategies.
Utilize customer data platforms, including Sam's Club Madrid and Dollar General 1010, to prepare weekly and quarterly reports and analyses.
Partner with the Sales team to support customer planning, including line reviews, Joint Business Planning (JBP), and business reviews.
Analyze syndicated and internal data to identify opportunities related to pricing, promotions, assortment, and distribution.
Use Trade Promotion Optimization (TPO) tools, such as Circana PTA, to evaluate pricing and promotional scenarios.
Evaluate trade spending and measure the return on investment (ROI) of promotions and pricing initiatives.
Identify opportunities to improve efficiency and profitability through data-driven recommendations.
Develop and maintain customer forecasts, including baseline, promotional lift, and gross-to-net projections.
Ensure accurate promotion setup and execution within Trade Promotion Management (TPM) systems, such as GoSimple.
Track and report key performance metrics, including ROI, revenue, and margin.
Provide ad hoc reporting and analysis to support Sales, Finance, and Demand Planning.
Utilize customer-specific data tools and databases to develop reports and deliver actionable insights.