Trade Promotion Services Specialist

PLTFRM; United States; On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Bonus eligibility

401K + Company match

Unlimited PTO

Leading consumer brands

Job summary

PLTFRM is expanding its trade finance team and seeks a Trade Promotion Specialist to manage promotional activity and reconcile deductions across multiple brand partners. You will analyze spend, identify discrepancies, and collaborate with retailers and internal teams to optimize results.

The role requires strong Excel skills, experience with trade management platforms, and the ability to handle multiple brands in a fast-paced environment.

Qualifications

• Experience in trade promotion management, trade spend analysis, deduction reconciliation, or a related finance function within the CPG industry.
• Hands-on experience with trade management platforms such as TELUS, Adesso, Plan It, Vividly, or similar systems.
• Advanced Microsoft Excel skills, including PivotTables, VLOOKUP/XLOOKUP, and working with large data sets.
• Strong analytical skills with the ability to identify discrepancies, interpret financial data, and recommend actionable solutions.
• Understanding of trade promotions, retailer and distributor deductions, and wholesale and retail financial processes.
• Familiarity with natural and conventional grocery retailers, distributors, and promotional programs preferred.
• Exceptional attention to detail and a high level of accuracy when managing financial information.
• Strong organizational and time management skills, with the ability to manage multiple brands, priorities, and deadlines.
• Excellent written and verbal communication skills, with the ability to work effectively with internal teams and external brand partners.
• A proactive, solutions-oriented mindset with the ability to work independently, exercise sound judgment and take ownership of results.
• Ability to handle confidential financial information with professionalism and discretion.

Responsibilities

• Trade Promotion Management: Manage and maintain promotional activity within trade management platforms, ensuring accurate entry, tracking, and reconciliation of wholesale and retail promotions, deductions, and trade spend.
• Portfolio Management: Support a portfolio of CPG brands, developing an understanding of each brand's promotional programs, pricing structures, trade budgets, and retailer and distributor requirements to ensure accurate financial tracking and execution.
• Deduction Reconciliation & Dispute Resolution: Review, investigate, and reconcile trade deductions, identifying discrepancies and unauthorized charges. Partner with retailers, distributors, and internal teams to resolve disputes, recover funds, and maintain accurate financial records.
• Trade Spend Analysis & Reporting: Analyze promotional spending, open balances, aging reports, manufacturer chargebacks, and deduction activity. Prepare accurate and timely reports that provide visibility into trade spend performance and opportunities for improvement.
• Trade Compliance & Accuracy: Ensure promotional expenses are properly classified across trade and non-trade categories, direct and indirect channels, and wholesale and retail accounts. Maintain accurate records in accordance with client requirements and industry practices.
• Client Communication & Collaboration: Serve as a key point of contact for assigned brand partners, providing regular updates on trade spend, deductions, and outstanding balances. Collaborate with client finance and sales teams to address issues, share insights, and recommend solutions.
• Process Improvement: Identify opportunities to streamline trade management processes, improve reporting accuracy, and increase efficiency across assigned accounts.

Skills

Trade promotion management

Trade spend analysis

Deduction reconciliation

Financial data analysis

Excel skills

Client communication

Tools

TELUS

Adesso

Plan It

Vividly

Job description

PLTFRM is an industry-leading, tech-enabled omnichannel commerce growth partner helping consumer brands win wherever people shop. Through specialized teams and connected capabilities across sales, retail execution, e-commerce, media, analytics and supply chain, all powered by proprietary data and AI, we help emerging and established brands expand distribution, scale smarter and accelerate growth. Our technology turns retail and consumer signals into faster decisions and sharper execution, so our partners can move at the speed of today's shopper.

Founded in 2005, more than 700 PLTFRM employees support over 800 brand partners across digital, mass, club, natural and conventional retail channels, including Amazon, Walmart, Target, Best Buy, Costco, Whole Foods Market, TikTok Shop and other leading retailers and marketplaces. Together, we influence more than $12 billion in annual retail sales across categories ranging from food and wellness to pet, electronics and general merchandise.

Built on authentic relationships, progressive thinking and undeniable execution, PLTFRM is a place for people with an entrepreneurial spirit who are hungry to win and driven to add value. The people who thrive here are team-oriented problem solvers who care deeply about their work, their clients and one another. We give talented people the opportunity to take ownership, build meaningful partnerships and help great brands reach more consumers.

If you set a high bar for yourself and then look for ways to clear it, you'll fit right in. We're looking for ambitious, self-motivated people who want their work to make a visible impact and who are ready to grow as fast as the brands we serve.

ABOUT PRESENCE

Presence, A PLTFRM Company is a national, natural products broker and service provider that was born from a desire to work in a progressive, vibrant and environmentally conscious industry while building communicative partnerships with other like-minded companies. We are passionate about taking better care of the planet and ourselves, we have high energy, strong standards, strategic vision and are committed to making natural and organic products the standard again. We love to learn, are on-trend and care about our teams and their well-being.

THE OPPORTUNITY

We are looking for a Trade Promotion Specialist to support the financial management, tracking, and reconciliation of trade promotional spending for our brand partners. This role plays a critical part in ensuring trade investments are accurately recorded; deductions are properly reconciled, and promotional funds are managed effectively.

The ideal candidate is highly analytical, detail-oriented, and comfortable working with complex financial data across multiple brands and retail accounts. You'll serve as a trusted partner to our clients, using trade management systems, financial analysis, and industry knowledge to identify discrepancies, resolve deductions, and improve trade spend efficiency.

Success in this role requires strong Excel skills, experience with trade promotion management software, and the ability to independently manage competing priorities in a fast-paced environment.

WHAT YOU’LL OWN

• Trade Promotion Management: Manage and maintain promotional activity within trade management platforms, ensuring accurate entry, tracking, and reconciliation of wholesale and retail promotions, deductions, and trade spend.
• Portfolio Management: Support a portfolio of CPG brands, developing an understanding of each brand's promotional programs, pricing structures, trade budgets, and retailer and distributor requirements to ensure accurate financial tracking and execution.
• Deduction Reconciliation & Dispute Resolution: Review, investigate, and reconcile trade deductions, identifying discrepancies and unauthorized charges. Partner with retailers, distributors, and internal teams to resolve disputes, recover funds, and maintain accurate financial records.
• Trade Spend Analysis & Reporting: Analyze promotional spending, open balances, aging reports, manufacturer chargebacks, and deduction activity. Prepare accurate and timely reports that provide visibility into trade spend performance and opportunities for improvement.
• Trade Compliance & Accuracy: Ensure promotional expenses are properly classified across trade and non-trade categories, direct and indirect channels, and wholesale and retail accounts. Maintain accurate records in accordance with client requirements and industry practices.
• Client Communication & Collaboration: Serve as a key point of contact for assigned brand partners, providing regular updates on trade spend, deductions, and outstanding balances. Collaborate with client finance and sales teams to address issues, share insights, and recommend solutions.
• Process Improvement: Identify opportunities to streamline trade management processes, improve reporting accuracy, and increase efficiency across assigned accounts.

WHAT YOU’LL BRING

• Experience in trade promotion management, trade spend analysis, deduction reconciliation, or a related finance function within the CPG industry.
• Hands-on experience with trade management platforms such as TELUS, Adesso, Plan It, Vividly, or similar systems.
• Advanced Microsoft Excel skills, including PivotTables, VLOOKUP/XLOOKUP, and working with large data sets.
• Strong analytical skills with the ability to identify discrepancies, interpret financial data, and recommend actionable solutions.
• Understanding of trade promotions, retailer and distributor deductions, and wholesale and retail financial processes.
• Familiarity with natural and conventional grocery retailers, distributors, and promotional programs preferred.
• Exceptional attention to detail and a high level of accuracy when managing financial information.
• Strong organizational and time management skills, with the ability to manage multiple brands, priorities, and deadlines.
• Excellent written and verbal communication skills, with the ability to work effectively with internal teams and external brand partners.
• A proactive, solutions-oriented mindset with the ability to work independently, exercise sound judgment and take ownership of results.
• Ability to handle confidential financial information with professionalism and discretion.

WHAT PRESENCE OFFERS

• Competitive salary and bonus eligibility
• 401K + Company match
• Unlimited PTO
• The opportunity to work with leading consumer brands and shape the future of commerce

EQUAL EMPLOYMENT OPPORTUNITY

PLTFRM is an equal opportunity employer . W e do not discriminate on the basis of race, color, religion, sex, pregnancy, sexual orientation, national origin, age, disability, or any other characteristic protected by applicable laws. We are dedicated to growing a diverse team of highly talented people. We’re dedicated to building a workplace where we give each other the strategies, support, and space we each need to thrive.

PLTFRM provides reasonable accommodations throughout the recruitment process. If you need an accommodation to apply, interview or participate in any part of the hiring process, please let us know.