Director Customer Strategy

2 weeks ago


San Diego California, United States Perfect Snacks Full time
Job Description

Develop and manage the strategy and communication of official merchandising and promotional guidelines to enable standardized annual trade planning expectations with field sales

Through managing the trade team, facilitate Trade Planning Software training with the sales team including developing and updating training documents to ensure compliance with Perfect Snacks trade management expectations

Trade accrual tracking/communication (internal/external) - monthly, quarterly, annual…provide accurate and timely reporting to corporate finance and sales

Establishes and tracks against Trade Planning Software plan accuracy through KPI development and standardized process creation

Actively manage and develop Trade Analyst who is responsible for:Tactical management of the trade system and coordinating with sales leads owning trade plans/customer

Month-end closing of trade spends vs forecast + variances and drivers

Actively manage and develop Forecasting Analyst/Manager who is responsible for:Daily connections with sales team to incorporate forecast adjustments made in real time

Reporting out of forecast rollups and tracked changes

Coordinating meetings and communication between sales team and forecast lead

Key lead and contact point for coordinating the communication of information and details within the forecast to other departments

Coordinating with trade analyst to match up trade with the forecast for all trade rate/ROY report outs

BI tools- maintenance, development, etc

Create post promotion ROI analysis and learnings tied to trade management in coordination with Field Sales

Contingency planning process- strategically managing opportunistic trade allocations across customers to drive profitable growth beyond base plan

PPA coordination with Director of Portfolio & Category Strategy to drive proper architecture of platforms, trade spends, and consumer value across channels

Creation of appropriate RGM principles to drive responsible growth and savings within trade spends and strategy

Drive process, collaboration, and communication of sales- sourced bottoms-up forecasting

Develop projects to improve the forecasting and demand planning connectivity and process/meeting cadence

Establish and track annual customer targets with input and collaboration from Finance and SVP Sales


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