Trade Planning Manager

Summary

Join Once Upon a Farm as their Trade Planning Manager and maximize trade investments with retail partners. This critical role on the Sales Finance team involves analyzing trade effectiveness, developing post-promotional review tools, and delivering monthly reporting of KPIs. You will lead post-promotional reviews, advise on digital spend, collaborate with the sales team, and critically evaluate ROI. The position requires developing long-term trade strategies, guiding the sales team in using TPM and TPO systems, and representing Sales cross-functionally. This remote-first position offers a competitive salary, comprehensive benefits, and the opportunity to contribute to a purpose-driven company.

Requirements

• Bachelor's Degree, or equivalent years of professional experience, required
• 4+ years of professional experience in retail sales & in a role conducting analysis, P&L Management, sales reporting, and planning required
• Deep understanding of CPG-related trade spend management
• Experience with TPM required
• Experience working cross-functionally between Sales, Shopper Marketing, and Finance
• Advanced knowledge of Microsoft Suite, Outlook, Slack, and other professional platforms
• Advanced knowledge of SPINS, IRI, Nielsen, and Customer Loyalty Card data
• Extremely analytical and superior attention to detail
• Self-starter with the ability to collaborate in a team-oriented environment and the ability to adapt to evolving priorities and business needs
• Ability to communicate complex ideas clearly and concisely; strong presentation skills
• Genuine passion for improving childhood nutrition for a healthier and happier planet
• Desire to contribute to a dynamic high-growth, purpose-driven work environment
• Demonstrated ability to thrive in ambiguity, deeply understand business needs, develop a cohesive strategy, and make decisions requiring a high level of judgment
• Must reside in the United States to be considered for this position

Responsibilities

• Own analysis of trade effectiveness across retail channels, identifying opportunities for optimization
• Develop post-promotional review tools to quickly identify the performance from a category, brand, and SKU level, mining for actionable insights to increase the effectiveness of trade
• Deliver regular monthly reporting of Trade KPIs and Trade Calendars
• Lead & schedule formal post-promotional reviews (monthly), measuring the effectiveness and efficiency of executed promotional activities against planned volume and spend
• Discuss results with the sales team, propose changes, and track for implementation
• Utilize scan data to show proof of performance and date confirmation
• Monitor performances, calling out where promotional activity did not run as planned
• Analyze and advise on digital spend & layered promotional trade spend
• Partner with Shopper Marketing to develop and execute cohesive Digital support
• Work side by side with the sales team to execute Trade strategies by providing valuable insights and influential sales materials
• Critically evaluate and monitor Return on Investment (ROI) and profitability of all spending across all sales spending and all line-items of the P&L
• Assist in the development of long-term trade strategies that span across channels and product lines
• Guide the sales team in the use of TPM and TPO systems
• Provide training and guidance as needed and monitor for accuracy
• Drive the forecast spend accuracy with the sales team by evaluating forecast vs actuals post-performance
• Monitor budgets and utilize spending for the most efficient payback
• Represent Sales cross-functionally with Finance, Operations, and Marketing partners
• Be a thought leader regarding industry trends related to Promotions, Consumer decision-making, and competitive activity
• Jump into other projects requested by the LT, along with the broader Sales Finance team

Preferred Qualifications

• Experience with TPO preferred
• Previous exposure to cross-functional work between Sustainability and Sales preferred

Benefits

• Remote-first work environment
• Annual Bonus
• 401(k) program + 4% company match after three months
• New Hire Remote Life Stipend + annual Nourish and Nurture Allowance
• Monthly Cell and Internet Stipend
• Quarterly Farm-to-Fridge home deliveries and Employee Discounts
• Up to 18 weeks of paid Parental Leave, Baby Steps Back To Work, 3 months’ supply of Once Upon A Farm products, and breast milk shipping service and support for those who travel after birth for the duration of your breastfeeding journey
• Unlimited Paid Time Off
• Paid Volunteer Time
• Paid Time Off to fulfill civic responsibilities including jury duty and voting in local, state, and national elections
• Medical Insurance for the employee covered at 100% on select plans with additional plan options at a reduced cost to the employee
• Vision and Dental Insurance covered at 100% for the employee and dependents
• Life insurance
• Flexible spending account (Medical & Dependent Care) and Health savings accounts for applicable plans
• Employee assistance program (EAP)
• All other benefits, leaves, and insurance as required by law, based on your specific residence