Trade Planning Manager

Sargento; Town of Plymouth (WI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Wellness center onsite

401(k) with employer contribution

Relocation assistance

Tuition assistance

Employee store access

Job summary

Sargento seeks a Trade Planning Analyst Lead to drive investment management and analytical rigor across customer teams from its Plymouth, WI base. You will oversee forecasting, profitability analysis, and spending optimization while partnering with Sales leadership to shape pricing and investments.

The role demands 7+ years in trade analytics, a Bachelor’s degree, and strong data skills with Nielsen and MS Office. Travel ~10% as needed.

Qualifications

• Bachelor's degree required.
• 7+ years experience in trade, finance and/or sales analytics.
• Experience in CPG Sales, Marketing, or Finance preferred.

Responsibilities

• Lead and develop the Trade Planning Analyst team.
• Own Trade investment management within guardrails.
• Monitor and optimize Trade spending, profitability and forecast accuracy.
• Lead identification and resolution of Trade spending and cost-to-serve issues.
• Develop corrective action plans for variances and risks.
• Partner with Sales leadership to influence investment decisions.
• Evaluate customer strategies and market dynamics for opportunities and risks.
• Drive data-driven recommendations and advanced analytics.
• Coordinate cross-functional activities with Sales, Finance, Demand Planning and Supply Chain.

Skills

Leadership

Trade analytics

Financial forecasting

Syndicated data analysis

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft PowerPoint

Nielsen data

Microsoft Word

Job description

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 medicalincluding Fertility, Adoption benefits, Dental, and Vision Insurance
• Onsite Health & Wellness Center
• Employer 401K contribution in the top 1% of the nation
• Relocation Assistance
• Tuition Assistance
• Access to Employee Store

What You Do.

• Lead and develop the Trade Planning Analyst team while building organizational capability and preparing future leaders.
• Own Trade investment management and decision-making within established financial and strategic guardrails.
• Monitor and optimize Trade spending performance, customer profitability, and forecast accuracy across customer teams.
• Lead the identification, analysis, and resolution of complex Trade spending, forecasting, cost-to-serve and profitability issues.
• Develop and implement corrective action plans for Trade investment variances and business performance risks.
• Serve as the primary Trade Planning business partner to Sales leadership, influencing customer and investment decisions through data-driven recommendations.
• Evaluate customer strategies, market dynamics, competitive activity, and performance trends to identify business opportunities and risks.
• Challenge assumptions and drive fact-based decision-making through advanced analytics and meaningful business insight.
• Ensure consistency and effectiveness of Trade investment strategies across customers and channels.
• Coordinate cross-functional activities involving Sales, Broker, Finance, Demand Planning, Brand, and Supply Chain teams.
• Lead Trade exception requests, slotting investments, and strategic funding recommendations.
• Active member of the P/CM team, owning pricing scenario development, compliance and execution
• Allocate Trade Planning resources to address changing business priorities and deliver targeted results.
• Drive continuous improvement initiatives that enhance Trade effectiveness, productivity, governance, and reporting capabilities.
• Managing Trade Planning Analyst
• Travel 10% of the time

Your Education and Experience.

• Bachelor's degree (B.A.) from four-year college or university required.
• 7+ years experience in trade, finance and/or sales evaluation and analytics required
• Experience in CPG Sales, Marketing, or Finance preferred
• Supervising experience preferred
• Cross functional leadership required
• Proficient in Microsoft Word, Excel, PowerPoint, and Syndicated data analysis (Nielsen)

Our 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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