Trade Planning and Deduction Management Specialist
About The Position
As a Trade Planning & Deduction Management Specialist, you'll serve as a key liaison between C.A. Carlin's Sales Team and our clients' Trade Finance teams, making sure customer promotions are entered accurately and on time. You'll manage promotional plans across multiple trade management systems, review customer deductions for validity, and help shape the processes that keep our trade planning running smoothly. This role is a great fit for a detail-oriented, organized professional who enjoys working with data, communicates with confidence, and wants to build a long-term career growing with our team.
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.
- Experience with deduction management or clearing is 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.
- Previous CPG industry experience.
- Experience with Adobe Acrobat.
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
- Up to 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)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
