Trade Program Analyst

Electrolit (CAB Enterprises); Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

CAB Enterprises, Inc. in Houston seeks a Trade Program Analyst to optimize trade programs, analyze data, and support pricing and promotions aligned with sales goals.

You will maintain the TPM software, load plan-level targets and calendars, and collaborate with sales and finance to ensure accurate forecasts and compliant spend. The role requires SAP proficiency, strong analytics, and the ability to work across time zones with occasional travel up to 20%.

Qualifications

• Bachelor’s degree in International Business, Accounting, Finance, or related field.
• At least three years of experience in trade analysis, program evaluation, or a related role.
• Experience with SAP and Trade Program Management software.
• Basic understanding of product distribution in the CPG industry.

Responsibilities

• Administer the company’s trade program management system and utilize the trade program management software to track and analyze trade program data
• Manage TPM system inputs
• Load plan-level sales targets and trade rates
• Load National Promotion Calendars
• Manage system reconfigurations as use cases change
• Configure planning mode changes
• Manage access requests and role permissions
• Provide functional and technical support and guidance, to the sales team and other users, on the TPM software
• Review and approve customer trade promotions, responsible for proofing deals, communications, and advertising vehicles for accuracy of assigned categories
• Support development of Revenue Operations enablers (data, system, process, and capabilities) that optimize the path for supporting revenue growth across all routes to market and lines of business
• Modify existing hierarchy to align with planning structures, review and socialize updated hierarchy
• Review and implement strategic pricing initiatives to support profitability, consumer engagement, and increased market share
• Support the development of the annual bottoms up sales forecast and monthly forecast update with accounting and finance teams to ensure an accurate volume and net revenue plan by product group and customer for region
• Work with internal sales teams to support post-promotion analysis for future plan optimization and learnings
• Maintain records of all promotions to support accurate cost accruals and timely clearance of customer bill-backs and deductions
• Prepare reports relating to trade promotion results, including planning, financial modeling, and postpromotion effectiveness based on financial and volume benchmarks
• Assist customer level annual planning and new distribution/ slotting management projections for the annual operating plan
• Actively participate in the development of new solutions, moving the organization forward in capabilities
• Identify opportunities to streamline and improve the data entry and management processes within TPM
• Stay updated on TPM system updates and best practices and provide training to team members as necessary.
• Perform special projects, including revenue and expense analysis, and respond to related technical inquiries, as requested by the finance and other departments
• Other duties as assigned.

Skills

Trade program management

Data analysis

Excel

Communication

Attention to detail

Education

Bachelor's degree in International Business, Accounting, Finance, or related field

Tools

SAP

Trade Program Management software

Job description

Overview

CAB Enterprises, Inc. proudly serves as the exclusive distributor of Electrolit in the United States. Electrolit is owned by Grupo Pisa, Latin America's premier pharmaceutical company with over 80 years of experience. Electrolit has become a leader in premium hydration beverages. Since Electrolit entered the US in 2015, we have increased Electrolit's visibility in the U.S. market, by building on the brand’s rich legacy that began in 1950 as a hydration solution for children. With a steadfast commitment to quality, Electrolit has an innovative, scientifically backed formula, an exciting range of flavors, which uses pharmaceuticalgrade ingredients and produced in a state-of-the-art facility.

At CAB Enterprises, we pride ourselves on fostering a service-oriented culture that values the collective skills and contributions of our team members. Our core values: humility, honesty, respect, responsibility, and drive are the cornerstones of our success. We have a dynamic and fulfilling workplace where our employees are recognized as our most valuable asset. Together, we celebrate our achievements and look forward to continuing our tradition of excellence.

Location:

Houston, TX – HQ Office

Position Summary

The Trade Program Analyst evaluates the effectiveness and efficiency of trade-related programs, operations, and management functions. This role includes conducting assessments, analyzing trade data, supporting policy development, and ensuring compliance with trade regulations. The analyst works with cross-functional teams to enhance trade performance and align strategies with organizational goals. Additionally, the analyst is responsible for maintaining the trade promotion management (TPM) software, by entering promotional plans as provided by the sales management team in a timely manner, and by monitoring planning to ensure alignment with spending parameters and the sales budget is also key. The role involves analyzing complex data sets to deliver insights and recommendations that support product pricing and promotions, driving the achievement of sales and brand objectives.

Principal Duties

• Administer the company’s trade program management system and utilize the trade program management software to track and analyze trade program data
• Manage TPM system inputs
• Load plan-level sales targets and trade rates
• Load National Promotion Calendars
• Manage system reconfigurations as use cases change
• Configure planning mode changes
• Manage access requests and role permissions
• Provide functional and technical support and guidance, to the sales team and other users, on the TPM software
• Review and approve customer trade promotions, responsible for proofing deals, communications, and advertising vehicles for accuracy of assigned categories
• Support development of Revenue Operations enablers (data, system, process, and capabilities) that optimize the path for supporting revenue growth across all routes to market and lines of business
• Modify existing hierarchy to align with planning structures, review and socialize updated hierarchy
• Review and implement strategic pricing initiatives to support profitability, consumer engagement, and increased market share
• Support the development of the annual bottoms up sales forecast and monthly forecast update with accounting and finance teams to ensure an accurate volume and net revenue plan by product group and customer for region
• Work with internal sales teams to support post-promotion analysis for future plan optimization and learnings
• Maintain records of all promotions to support accurate cost accruals and timely clearance of customer bill-backs and deductions
• Prepare reports relating to trade promotion results, including planning, financial modeling, and postpromotion effectiveness based on financial and volume benchmarks
• Assist customer level annual planning and new distribution\/ slotting management projections for the annual operating plan
• Actively participate in the development of new solutions, moving the organization forward in capabilities
• Identify opportunities to streamline and improve the data entry and management processes within TPM
• Stay updated on TPM system updates and best practices and provide training to team members as necessary.
• Perform special projects, including revenue and expense analysis, and respond to related technical inquiries, as requested by the finance and other departments
• Other duties as assigned.

Knowledge, Skills, and Abilities

• Excellent analytical, computational, and mathematical abilities; analytical and data driven - ability to garner insights from large amounts of data, ability to distil, identify takeaways, and summarize data, to inform pricing decisions and revenue maximization strategies
• Intermediate knowledge of data analytics and business intelligence tools
• Advanced Excel capabilities and intellectually nimble to learn new systems
• Exceptional attention to detail and accuracy
• High level of integrity and trustworthiness
• Excellent communication and interpersonal skills. Working knowledge of financial operations

Qualifications

• Bachelor’s degree in International Business, Accounting, Finance, or related field.
• At least three years of experience in trade analysis, program evaluation, or a related role.
• Experience with SAP and Trade Program Management software(s)
• Basic understanding of product distribution in the CPG industry

Other Requirements

• Must be willing to travel up to 20% of the time.
• Must be fluent in English.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional lifting of files or materials up to 15 pounds.
• Ability to participate in virtual or in-person meetings across time zones.
• May require occasional standing or walking during presentations or site visits.

The above statements reflect the general details necessary to describe the principal functions of the occupation and should not be construed as a detailed description of all the work requirements that may be inherited in the occupation.

Cab Enterprises Inc. is committed to maintaining a work environment that promotes diversity and is free of discrimination. Except where prohibited by state law, all offers of employment might be subject of passing a drug test.