Sr Manager, Trade Finance

Accountabilities • Guide Sales teams through all stages of the trade management process, providing expertise and recommendations on promotional planning, execution, and optimization.

• Coordinate and maintain Blacksmith Trade Promotion Management (TPM) and Trade Promotion Optimization (TPO) systems for assigned customers.

• Advise Sales teams on TPO scenario planning, evaluating promotional opportunities based on expected volume, margin, and return on investment.

• Support the TPM process by improving forecast accuracy, recommending promotional scenarios, reviewing post-event performance, and advising on promotion structures that enable accurate reporting and deduction resolution.

• Conduct monthly trade reviews with Account Managers for assigned customers.

• Establish and reinforce best practices for trade management, including naming conventions, delivery versus performance dates, performance type definitions, and consistent system usage.

• Partner with Accounting to research and resolve trade deductions, targeting closure within 90 days of receipt.

• Release and close fully actualized promotions in the TPM system for assigned customers.

• Contribute to the annual revenue and trade bottom-up planning process, identifying revenue and budget gaps against the Annual Operating Plan (AOP).

• Develop and maintain reporting for the Sales team, including trade management performance indicators and operational metrics.

• Support the development and reporting of KPIs such as retail price point execution, budget underspend and overspend, contract attachments, forecast accuracy, and promotion creation lead time (PLT).

• Communicate incremental volume plans to Demand Planning and explain their assumptions and details during Demand Reviews.

• Coordinate, track, and ensure timely submission of committed promotions for approval by Sales teams, while approving promotions for assigned customers.

• Lead the Trade Management team in collecting and reporting post-event analysis through Power BI, presenting findings during Sales reviews.

• Manage, coach, and develop two direct reports, setting clear objectives, providing regular feedback, supporting professional growth, and maintaining accountability and performance.

• Act as a subject matter expert and escalation point for complex trade management issues.

• Partner with Sales and the Trade Management team to maintain system accuracy, including new customer setups, order information (OI) validation in the ERP system, and consumption actuals uploads.

• Ensure direct and indirect customer tables remain accurate and up to date.

• Work with Sales to maintain complete and current volume plans in response to new product introductions and discontinuations.

• Develop and communicate recommendations for standard operating procedures (SOPs) as the organization grows.

• Recommend future TPM enhancements and test new system functionality to support ongoing process improvement.

Requirements

• Bachelor's degree in Business Administration, Finance, or a related field.

• At least 6 years of experience in CPG trade promotion management or a related role.

• At least 2 years of people leadership experience, including coaching, developing, and managing team performance.

• Prior experience working within and maintaining a Trade Promotion Management (TPM) system.

• Experience with Blacksmith is valuable; familiarity with Power BI, SPINS, IRI, Circana, Nielsen, and customer portals is a plus.

• Strong understanding of trade promotion planning, promotional forecasting, accruals, deductions, post-event analysis, and trade investment optimization.

• Advanced Microsoft Office skills, particularly advanced Excel capabilities.

• Proven analytical and problem-solving skills, with strong attention to detail and the ability to translate data into actionable recommendations.

• Excellent written and verbal communication skills, including the ability to present findings and influence Sales and cross-functional stakeholders.

• Strong organization, accountability, and time management, with the ability to manage recurring monthly deadlines and competing priorities.

• Ability to work independently with minimal direct supervision in a remote environment.

• A collaborative and team-oriented approach, with a strong commitment to shared goals and recognizing the contributions of others.

• A proactive mindset focused on ownership, continuous improvement, raising standards, and having constructive, transparent conversations.

• A passion for ethical and nutritious food and purpose-driven brands.

• Sales experience is beneficial; experience as a Sales Analyst or in a comparable role will also be considered.

• Ability and willingness to travel approximately 10–20% for team meetings, company training, onboarding trips, and business events.

Benefits

• Base salary: $130,000–$150,000 annually. Compensation offers take into account skills, relevant experience, education, training, market conditions, and business needs.

• Healthcare: Medical, dental, and vision coverage.

• Retirement: 401(k) plan with a 3% company contribution starting on day one.

• Paid parental leave.

• Remote work: Remote working environment within the United States.

• Food perks: Complimentary products and discounts for friends and family.

• Company merchandise: Team merchandise and branded items.

• Professional development: Opportunities to build skills and grow alongside an experienced, collaborative team.

• Purpose-driven culture: Opportunity to contribute to a business focused on ethical food production, responsible practices, and positive stakeholder impact.

• Travel: 10–20% travel for team collaboration, training, onboarding, and company events.

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