Trade Specialist

Acosta • Lewisville, TX

4h • $21 - $22

About The Position

The Trade Specialist serves as a liaison between the centralized trade organization, client-facing sales teams, and internal shared services. The role provides analytical, systems, and reconciliation expertise to support trade investment accuracy and effectiveness across Grocery, Natural, and Small Format channels. The Trade Specialist independently manages complex client systems, resolves exceptions, and ensures alignment between contractual agreements, customer execution, and financial settlement processes.

Requirements

• Advanced proficiency in Microsoft Office, particularly Excel for data analysis, reconciliation, and reporting.
• Strong analytical and critical-thinking capabilities, including the ability to interpret complex data and draw actionable conclusions.
• Ability to exercise sound business judgment, prioritize competing demands, and work independently.
• Proven problem-solving skills and a continuous improvement mindset.
• Effective written and verbal communication skills, including the ability to explain complex trade concepts to cross-functional partners.

Nice To Haves

• Associate’s degree preferred, with a concentration in Business, Finance, Accounting, or Supply Chain; alternatively, 3–5 years of related field experience is preferred.
• Demonstrated experience with trade management systems, financial reconciliation, or customer accounts in a CPG or consumer business environment.
• An equivalent combination of relevant education, training, and professional experience may be considered in lieu of a degree.

Responsibilities

• Serve as a subject matter expert in client trade systems, ensuring accurate setup, maintenance, and interpretation of contracts, rates, dates, and product details.
• Compare contracts and systems in detail to identify discrepancies, risks, and potential downstream financial impacts.
• Audit customer trade events and deductions at a predefined depth to validate compliance with contract terms and trade policies.
• Lead timely and accurate reconciliation efforts by aligning customer deduction timing, client requests, and internal balance management.
• Own key performance indicators related to open deductions and provide routine and ad hoc reporting to Sales, Clients, and Global Business Services.
• Analyze trends in trade discrepancies and deduction activity to identify root causes and recommend process improvements.
• Partner with Global Business Services to resolve issues, provide customer documentation, and refine Standard Operating Procedures.
• Facilitate recurring daily, weekly, and monthly cross-functional operating cadences to support transparency, alignment, and issue resolution.
• Act as a trusted escalation point for complex trade and deduction inquiries, exercising sound judgment and commercial acumen.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree