Senior Customer Trade Analyst

Yamamoto of Orient Inc; Spadra (CA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

AD&D insurance

LTD insurance

Employee Assistance Program (EAP)

Health & Wellness programs

Vacation accrual

401(k) with Safe Harbor

Job summary

Yamamotoyama USA / Stash Tea Company seeks a Senior Customer Trade Analyst to turn sales data into actionable insights for the Customer Development team and broker partners. You will plan, track, and optimize trade promotions and ROI across our premium tea and related products.

The role requires 3+ years in trade management, strong Excel skills, TPM tool experience (Exceedra), and familiarity with Sage X3. Collaboration with Finance and Demand Planning is essential for success.

Qualifications

• Minimum of 3 years of related sales, customer, and trade management experience.
• Advanced analytical and Excel skills.
• Excellent written and verbal communicator.
• Proficiency in Microsoft Office Suite software.
• Experience with Trade Promotion Management (TPM) tools such as Exceedra; ERP systems including Sage X3; knowledge of IRI/Circana or Nielsen.

Responsibilities

• Responsible for all trade spend support including planning, communication, tracking and analysis of trade promotions and spending activities.
• Create, monitor, and issue daily sales reports that include insights of sales progress against monthly budgets and identify risks and opportunities.
• Review monthly trade and volume forecast accuracy with Customer Development, Demand Planning, and Finance.
• Build and update both standard and ad hoc reports to support shipment, forecast, trade and promotion management across internal and external teams.
• Assist with timely invoice payments by working with Accounts Payable, brokers and Customer Development teams to gather correct information.

Skills

Data analysis

Excel proficiency

Written communication

Verbal communication

Stakeholder management

Travel availability

Education

Bachelor’s degree in business, mathematics, statistics, or related field

Tools

Exceedra

Sage X3

Job description

Who are weYamamotoyama U.S.A. stands as a testament to the art of traditional Japanese green tea and nori seaweed products, upholding a commitment to unparalleled quality since 1690. Our culture is enriched by diverse backgrounds, all striving to find their unique voice in a harmonious blend. This spirit of unity in diversity extends to our portfolio, which includes the globally recognized Stash Tea Company, offering an expansive array of premium teas. In addition, we proudly present Ujido, a brand deeply rooted in the art and tradition of Japanese Matcha. Our dedication to excellence is not just in our products, but in the mosaic of voices that shape our legacy.Purpose of the Role:The Senior Customer Trade Analyst prepares and provides presentations/summaries leveraging data along with actionable insights to the Customer Development (Sales) team, Broker partners, and internal cross functional teams. To support the analytical process, several sources of data and tools are leveraged to include Sage X3, Circana, and Exceedra, our Trade Promotion Management (TPM) tool.Key focus is to collaborate with Customer Development Managers (CDM’s), and Broker partners to develop and execute promotional trade activities, scorecards, and ROIs to monitor the effectiveness of all trade investments. Ultimately responsible for providing business insights and strategies to help achieve annual goals, KPIs, and trade spend efficiencies that deliver best in class ROI.We Encourage You to Apply:We understand that not everyone fits perfectly into a list of qualifications. If you are passionate about this role, our product, and our history, we encourage you to apply even if you don't meet all the listed requirements. We value diverse experiences and are committed to creating an inclusive environment where everyone can thrive.Responsibilities:Responsible for all trade spend support which includes planning, communication, tracking and analysis of trade promotions and spending activitiesCreate, monitor, and issue daily sales reports that include insights of sales progress against monthly budgets and identify risks and opportunitiesReview monthly trade and volume forecast accuracy with Customer Development, Demand Planning, and FinanceBuild and update both standard and ad hoc reports to support shipment, forecast, trade and promotion management across internal and external teamsAssist with timely invoice payments by working with Accounts Payable, brokers and Customer Development teams to gather correct informationCore Skills:Data Driven - Leverages accurate and timely data to identify risks, and provide recommendations for sustainable solutions and business growthCommunicates Effectively - Ability to deliver business ideas and solutions to internal and external stakeholders leveraging excellent written and verbal skillsStakeholder Management – Skills to manage multiple stakeholders and build relationships both internally and externallyCustomer Focused - Deep understanding of Customer and Broker needs and ability to consistently strengthen key business relationshipsCore Behaviors:Intellectually Curious - Consistently strive to understand the “why” behind outcomes and look for learning opportunitiesProblem Solver - Seek solutions to problems that create waste and create repeatable processes that improve efficienciesData Driven – Ability to leverage multiple sources of data to create actionable insights to capitalize on business opportunities and mitigate risksRelationships Builder - Build partnerships with Customers, Brokers, and internal partners to drive execution and build inclusive relationshipsRequirements:Minimum of 3 years of related sales, customer, and trade management experienceAdvanced analytical and Excel skillsExcellent written and verbal communicatorProficiency in Microsoft Office Suite softwareExperience with Trade Promotion Management (TPM) tools such as ExceedraExperience Enterprise Resource Planning (ERP) systems including Sage X3Expertise in leveraging consumption data (i.e. IRI/Circana or Nielsen)Ability to plan, organize and carry-out multiple tasks and projectsAbility to travel 10% of the timeBachelor’s degree in business, mathematics, statistics, or a related fieldKnowledge of the Hot Tea and/or Beverage categories is preferredPhysical Requirements:For the role of Senior Customer Trade Analyst, the physical requirements are generally minimal due to the office-based nature of the job. However, some physical demands may include:Regularly required to sit for extended periodsFrequently required to use a computer, including typing and viewing a monitorRegularly required to talk and/or listen in conversations with customers and team members, both in-person, via the computer, and/or over the phoneOccasionally may need to lift and move small office supplies, up to 25 lbsOccasional travel may be required for trade shows or meetings, which could involve standing for long periods, walking long distances, and transporting light materialsGood manual dexterity for the use of common office equipment such as computer keyboards, monitors, copiers, and scannersNote: The above physical requirements are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The annual pay range for this full-time position is $100,000- $125,000. Our pay ranges are guided by the discipline, level, and experience required. Within the range, individual pay may vary based on additional factors, including your specific location, desired skills/ technical competency, relevant experience, and advanced education/ training.Benefits include Medical, Dental, Vision, Life, AD&D, LTD, EAP, Health & Wellness, Vacation Accrual, and 401(k) with Safe Harbor Contribution. In addition, we offer our employees discounts on our product, tuition reimbursement, continuing education support, and more!Yamamotoyama USA / Stash Tea Company is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.