Trade Planning Manager

Sargento Foods • Plymouth, WI

3d • Hybrid

About The Position

Leads the Trade Planning team in managing trade investments, analyzing business performance, and optimizing customer profitability. Partners closely with Sales, Brokers, Brand Marketing, Demand Planning, and Finance teams to develop strategies that drive profitable growth while meeting customer needs. Uses data-driven insights, business acumen, and sound judgment to guide investment decisions within established financial and strategic parameters. Serves as a trusted business partner, influencing stakeholders and solving complex trade-related challenges to deliver strong business results.

Requirements

• Bachelor's degree (B.A.) from four-year college or university required.
• 7+ years experience in trade, finance and/or sales evaluation and analytics required.
• Cross functional leadership required.
• Proficient in Microsoft Word, Excel, PowerPoint, and Syndicated data analysis (Nielsen).

Nice To Haves

• Master’s degree/MBA strongly preferred.
• Experience in CPG Sales, Marketing, or Finance preferred.
• Supervising experience preferred.

Responsibilities

• Lead and develop the Trade Planning Analyst team while building organizational capability and preparing future leaders.
• Own Trade investment management and decision-making within established financial and strategic guardrails.
• Monitor and optimize Trade spending performance, customer profitability, and forecast accuracy across customer teams.
• Lead the identification, analysis, and resolution of complex Trade spending, forecasting, cost-to-serve and profitability issues.
• Develop and implement corrective action plans for Trade investment variances and business performance risks.
• Serve as the primary Trade Planning business partner to Sales leadership, influencing customer and investment decisions through data-driven recommendations.
• Evaluate customer strategies, market dynamics, competitive activity, and performance trends to identify business opportunities and risks.
• Challenge assumptions and drive fact-based decision-making through advanced analytics and meaningful business insight.
• Ensure consistency and effectiveness of Trade investment strategies across customers and channels.
• Coordinate cross-functional activities involving Sales, Broker, Finance, Demand Planning, Brand, and Supply Chain teams.
• Lead Trade exception requests, slotting investments, and strategic funding recommendations.
• Active member of the P/CM team, owning pricing scenario development, compliance and execution.
• Allocate Trade Planning resources to address changing business priorities and deliver targeted results.
• Drive continuous improvement initiatives that enhance Trade effectiveness, productivity, governance, and reporting capabilities.
• Managing Trade Planning Analyst
• Travel 10% of the time

Benefits

• Comprehensive medical including Fertility, Adoption benefits, Dental, and Vision Insurance
• Remote ½ day Fridays
• Onsite Health & Wellness Center
• Employer 401K contribution in the top 1% of the nation
• Relocation Assistance
• Tuition Assistance
• Access to Employee Store

What This Job Offers

• Job Type: Full-time
• Career Level: Manager