Trade Promotion Services Specialist

PLTFRM

14h • Remote

About The Position

PLTFRM is seeking a Trade Promotion Specialist to support the financial management, tracking, and reconciliation of trade promotional spending for brand partners. The role ensures trade investments are accurately recorded, deductions are properly reconciled, and promotional funds are effectively managed. The specialist works with complex financial data across multiple brands and retail accounts, using trade management systems, financial analysis, and industry knowledge to identify discrepancies, resolve deductions, and improve trade spend efficiency.

The position manages promotional activity in trade management platforms; supports a portfolio of consumer packaged goods brands; investigates and resolves trade deductions; analyzes promotional spending and prepares reports; maintains compliance and accurate financial records; communicates with brand partners; and identifies process improvements. Success requires strong Excel and analytical skills, familiarity with trade promotion management software, and the ability to independently manage competing priorities in a fast-paced environment.

Requirements

• Experience in trade promotion management, trade spend analysis, deduction reconciliation, or a related finance function within the CPG industry.
• Hands-on experience with trade management platforms such as TELUS, Adesso, Plan It, Vividly, or similar systems.
• Advanced Microsoft Excel skills, including PivotTables, VLOOKUP/XLOOKUP, and working with large data sets.
• Strong analytical skills, including the ability to identify discrepancies, interpret financial data, and recommend actionable solutions.
• Understanding of trade promotions, retailer and distributor deductions, and wholesale and retail financial processes.
• Exceptional attention to detail and accuracy when managing financial information.
• Strong organizational and time management skills, including the ability to manage multiple brands, priorities, and deadlines.
• Excellent written and verbal communication skills and the ability to work effectively with internal teams and external brand partners.
• A proactive, solutions-oriented mindset and the ability to work independently, exercise sound judgment, and take ownership of results.
• Ability to handle confidential financial information with professionalism and discretion.

Nice To Haves

• Familiarity with natural and conventional grocery retailers, distributors, and promotional programs.

Responsibilities

• Manage promotional activity in trade management platforms, including accurate entry, tracking, and reconciliation of wholesale and retail promotions, deductions, and trade spend.
• Support a portfolio of CPG brands by learning each brand’s promotional programs, pricing structures, trade budgets, and retailer and distributor requirements.
• Review, investigate, and reconcile trade deductions; identify discrepancies and unauthorized charges; partner with retailers, distributors, and internal teams to resolve disputes and recover funds.
• Analyze promotional spending, open balances, aging reports, manufacturer chargebacks, and deduction activity, and prepare accurate, timely reports on trade spend performance and improvement opportunities.
• Ensure promotional expenses are correctly classified across trade and non-trade categories, direct and indirect channels, and wholesale and retail accounts; maintain accurate records in accordance with client requirements and industry practices.
• Serve as a key contact for assigned brand partners, providing updates on trade spend, deductions, and outstanding balances; collaborate with client finance and sales teams to address issues, share insights, and recommend solutions.
• Identify opportunities to streamline trade management processes, improve reporting accuracy, and increase efficiency across assigned accounts.

Benefits

• Competitive salary and bonus eligibility
• Comprehensive benefits package
• 401K with company match
• Unlimited PTO
• Remote work environment
• High-ownership, high-performance, high-collaboration culture
• Opportunity to work with leading consumer brands and shape the future of commerce

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed