Trade Planning Specialist

C.A. Carlin; Schaumburg (IL); Hybrid; USD 53,000 - 58,000; Full time

Benefits offered by this job

PTO and Sick Days

11 paid company holidays per year

1 Floating Holiday

2 paid volunteer days per year

3 months fully paid parental leave

Medical, dental, and vision insurance

401k with company match

Summer hours (half day Fridays)

Job summary

C.A. Carlin is seeking a Trade Planner to act as a liaison between our Sales Team and clients’ trade finance teams, ensuring timely and accurate entry of customer promotions.

The role involves learning multiple trade management systems, developing procedures, and working closely with sales to exceed client expectations. The position is hybrid in Schaumburg, IL, requiring in-office presence 2 days per week and offering a salary range of $53,000 to $58,000 depending on experience and skills.

Qualifications

• High School diploma required.
• CPG experience in grocery/confectionary preferred.
• Computer proficiency required.
• Organized and detail oriented.
• Excellent written and verbal communication skills.
• Strong multitasking and problem-solving abilities.

Responsibilities

• Maintain promotional plans for clients in 3rd party systems.
• Gather promotional information from sales.
• Review promotional plans for accuracy.
• Assist sales and clients with questions or problems.
• Coordinate with Deduction Management to ensure timely entry of plans.

Skills

Excellent communication

Organized

Attention to detail

Multitasking

Microsoft Excel

Education

High School diploma

Tools

Blue Planner

Exceedra

Vividly

Job description

Who We Are

At C.A. Carlin, we take brands to new heights. We are one of the leading privately held sales agencies in the industry. Thanks to nimble growth and associations with our operating partners, C.A. Fortune and C.A. Ferolie, we have built brand value that is unlike any other in the CPG industry.

What We Do

Since our start in 1962, we have built industry relationships on the foundation of trust and action. We turn information into insight. We convert insight into programs. We drive programs that consistently deliver results to our clients, on their timeline. We have more than 300 associates and multiple offices throughout the country. We represent top brands in many categories such as confection, snack, grocery, beverage, frozen, dairy etc.

Overview of the Role

• The candidate will act as liaison between C.A. Carlin's Sales Team and select clients’ trade finance teams to ensure timely and accurate entry of customer promotions.
• The candidate will be responsible for learning a variety of trade management systems and enter plans for assigned clients. In addition to your day-to-day role, the Trade Planner will help develop formal procedures and timelines for planning so the Carlin Group always exceeds our clients’ expectations.
• The ideal candidate would be well organized, detail oriented with excellent telephone, communication skills and able to work independently.
• Must possess good computer skills as well as be a team player with a positive attitude. Previous experience using Microsoft Office with focus on Excel and Outlook is a plus.
• Hybrid - Schaumburg, IL; in office 2 days/ week
• Salary range $53,000 - $58,000 depending on experience, qualifications and skills. This position is non-exempt.
• At C.A we’re not looking for perfection, just people that want to commit to a us and grow their careers long-term. We are on a mission to build better brands for consumers and their families.

What You Will Do At C.A Carlin

• Maintain promotional plans for clients in a variety of 3rd party systems
• Gather promotional information from sales
• Understand and review promotional plans for accuracy
• Assist sales and clients with questions or problems
• Work closely with Deduction Management to ensure plans are entered in a timely manner
• Provide excellent, timely accurate and professional customer service

What You Should Bring to the Table

• Experience in CPG, especially grocery/confectionary categories
• High School diploma required
• Computer proficiency required
• Organized and detail oriented
• Excellent written and verbal communication skills
• Strong multitasking skills
• High attention to detail
• Must be able to solve problems with urgency

You Will Stand out if you have

• You have extensive CPG experience
• Prior experience with a broker/manufacturer a plus
• Prior experience with Blue Planner, Exceedra, and Vividly a plus but willing to train

Perks

• PTO and Sick Days
• 11 paid company holidays per year
• 1 Floating Holiday
• 2 paid volunteer days per year
• 3 months fully paid parental leave (regardless of gender)
• Medical, dental, and vision
• Paid company life insurance
• 401k with company match
• Summer hours (half day Fridays from Memorial Day thru Labor Day)
• Work from home flexibility

Come As You Are

C.A. is committed to making our company more inclusive. Diversity fuels our innovation and better connects us to our clients, our colleagues, and our communities. Based on research, we know that women and other marginalized groups tend to apply to roles only when their experience perfectly matches the job description. That said, we encourage you to apply if you meet the majority of qualifications, especially if this role aligns with your career trajectory.