Senior Trade Analytics & ROI Leader

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

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.