Trade Planning and Deduction Clearing Specialist
About The Position
The Trade Planner serves as a key liaison between C.A. Carlin’s Sales Team and select clients’ Trade Finance teams, ensuring customer promotions are entered accurately and in a timely manner. In this role, you will build strong relationships with clients and confidently communicate with client contacts through phone and email. You will learn and navigate a variety of trade management and deduction management systems to accurately enter and maintain promotional plans for assigned clients. You will help develop and maintain formal procedures, processes, and timelines for trade planning to ensure C.A. Carlin consistently meets and exceeds client expectations. You will review customer deductions for accuracy and determine the validity of each deduction. You will maintain a high level of organization and attention to detail while managing multiple clients, deadlines, and priorities. You will work independently while collaborating closely with the Sales Team and internal partners. You will contribute to a positive, team-oriented work environment and support continuous process improvement.
Requirements
- Strong written and verbal communication skills, with confidence interacting with clients and business partners.
- Excellent organizational skills and a high level of attention to detail.
- Strong data entry and analytical skills with a focus on accuracy.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel; experience with Adobe Acrobat is also preferred.
- Ability to learn new systems, processes, and client requirements quickly.
- Ability to work effectively both independently and as part of a team.
- A resourceful, positive, and solutions-oriented approach to your work.
Nice To Haves
- Previous trade planning experience is preferred.
- Previous CPG industry experience is a plus.
- Experience with deduction management or clearing is preferred.
Responsibilities
- Build strong relationships with clients and confidently communicate with client contacts through phone and email.
- Learn and navigate a variety of trade management and deduction management systems to accurately enter and maintain promotional plans for assigned clients.
- Help develop and maintain formal procedures, processes, and timelines for trade planning to ensure C.A. Carlin consistently meets and exceeds client expectations.
- Review customer deductions for accuracy and determine the validity of each deduction.
- Maintain a high level of organization and attention to detail while managing multiple clients, deadlines, and priorities.
- Work independently while collaborating closely with the Sales Team and internal partners.
- Contribute to a positive, team-oriented work environment and support continuous process improvement.
Benefits
- PTO and Sick Days
- 11 paid company holidays per year
- 1 Floating Holiday
- 2 paid volunteer days per year
- 3 months fully paid parental leave (regardless of gender)
- Medical, dental, and vision
- Paid company life insurance
- 401k with company match
- Summer hours (half day Fridays from Memorial Day thru Labor Day)
- Work from home flexibility
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
