Sr Trade Planning Analyst
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Overview
Job Description
Your Story.The Senior Trade Planning Analyst is responsible for developing, analyzing, and optimizing trade promotion strategies to drive profitable growth. This role partners cross-functionally with Sales, Finance, and Brand to ensure trade investments are planned effectively, executed efficiently, and evaluated rigorously. The analyst plays a key role in improving trade ROI, forecasting accuracy, and decision-making through data-driven insights. Your Passion. Our Culture.At Sargento, you work for a company you believe in, with a family of people who believe in you. Our culture stems from a simple premise: Hire good people and treat them like family. At Sargento, you can make decisions based on how they affect people as well as the long-term health of our company. You will be encouraged to make a meaningful difference in the community, in the company and in your career. With diverse experiences and tools to learn and develop, you can transform your aspirations into reality. If you're ready for the right place to belong and grow your career, you can find it here.Benefits that set us apart.Comprehensive medical including Fertility, Adoption benefits, Dental, and Vision InsuranceRemote ½ day FridaysOnsite Health & Wellness CenterEmployer 401K contribution in the top 1% of the nationRelocation AssistanceTuition AssistanceAccess to Employee StoreWhat You Do. Strategic Trade Planning & Business ManagementLead the analysis of customer sales and business plans to identify gaps, opportunities, and risks while quantifying financial and profitability impactsActively consult with cross‑functional teams (Sales, Finance, Demand Planning, Customer Support, Analytics) to develop holistic, data‑driven recommendationsProvide clear insights, recommendations, and next steps to Sales Managers, Directors, and VP‑SalesLead the implementation of approved changes to customer business plans within the Trade Management SystemClearly communicate changes in tactics, assumptions, and downstream implicationsConsult on the application of trade plan adjustments across other customer teamsTrade Promotion Management & Systems LeadershipServe as the subject matter expert for trade processes and Trade Promotion Management (TPM) systemsManage and guide Broker Agency Financial Managers in the execution of strategic initiatives within the TPM systemConsult on enhancements, upgrades, and best practices for trade planning tools and systemsLead training for Field Sales Managers and Broker Agency partners on trade processes, systems, and governancePromotional, Pricing & Competitive AnalyticsAnalyze and report on:Customer pricing strategies and executionPromotional and merchandising effectivenessCompetitive dynamics and implicationsMaintain deep knowledge of customer promotion policies, tendencies, and constraintsUtilize post‑promotion analysis and other analytic tools to evaluate promotion lift, baseline impact, and ROIApply customer segmentation and PNOC (Profit Net of Costs) principles when evaluating customer profitability and volumetric impactFinancial Management, Budget Oversight & ControlsLead customer‑level trade budget planning, monitoring, and analysisAnalyze weekly scorecards to identify opportunities for optimization or course correctionLead and manage the trade and slotting exception process, acting as process owner and expertCoordinate and oversee deductions resolution and monitor timely closing and settlement of trade eventsLead cross‑functional reconciliation of customer order pricing against approved offers in collaboration with Customer Support and Demand PlanningYour Education and Experience.Bachelor's degree required 5+ years of related experienceProficient in Microsoft Office requiredSyndicated date experience required: Circana/IRI or NielsenCPG experience preferredOur Story.With over 2,400+ employees and net sales of nearly $1.8 billion, Sargento is a family-owned company that has been a leader in cheese for more than 70 years. We created the world's first, successful pre-packaged sliced and shredded natural cheeses. Sargento is based in Plymouth, Wisconsin, where we manufacture and market shredded, sliced and snack natural cheese products, as well as ingredients and sauces. Sargento is known for the exceptional quality of our products and for product design, packaging and merchandising innovations that have transformed our industry.To learn more about
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
