Sales Planning, Insights, Enablement Analyst

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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The Duckhorn Portfolio

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1976

🍽️ Food & Beverage

🏭 Manufacturing

💼 Consulting

Food & Beverage • Manufacturing • Consulting

The Duckhorn Portfolio is a leading American fine wine company that has set the standard for quality in the wine industry for four decades. With a focus on optimal grape selection and innovative winemaking techniques, the company prides itself on a premium barrel-aging program and a commitment to excellence. The Duckhorn Portfolio's wines are distributed across the United States and internationally, reaching over 50 countries worldwide.

📋 Description

• Provide recurring reporting builds and maintain accurate, consistent, timely scorecards and dashboards • Identify whitespace, PODs, accounts sold, and account targeting opportunities, translating market data into prioritized target lists for field teams • Deliver monthly and quarterly business review packages with synthesized commentary on performance versus plan • Support annual planning with clean data, structured templates, territory/account-level analysis, forecasting, territory analysis, KPI modeling, and resource allocation insights • Identify process and reporting improvements that reduce manual effort and improve data quality, including AI automation recommendations • Analyze sales performance, account trends, and market data across channels to identify growth opportunities, risks, and execution gaps • Translate data from CRM, CIRCANA, Nielsen/NielsenIQ, IWSR, internal depletion reports, and Somm.ai into actionable insights • Monitor competitive dynamics, pricing trends, and market activity; flag meaningful shifts to the Director and commercial stakeholders • Support category management, competitive benchmarking, and account-level opportunity analysis • Identify and prioritize high-value target accounts and distribution whitespace at territory and DMA level • Build and maintain account scoring models and target lists • Set goals and track execution against goals; maintain records for follow-up and measurement • Prepare dashboards, performance scorecards, and ad hoc analyses covering depletions, POD, incentive tracking, and account performance • Build and improve PowerPoint and Excel tools for field use • Partner with Sales, National Accounts, Demand Planning, Finance, Growth Marketing, Distributors, and Commercial Finance • Respond to ad hoc analytical requests from sales leadership • Maintain organized, documented records of analyses and recommendations • Develop and track Local Marketing Fund budgets • Proactively automate reporting, improve data pipelines, and reduce manual work, including role modeling AI adoption • Support adoption of new tools and data sources through documentation, templates, and training materials

🎯 Requirements

• Bachelor’s degree in Business, Marketing, Analytics, Economics, or related field preferred • 2–5 years of experience in data analysis, sales analytics, commercial planning, or a related quantitative role, ideally within CPG, beverage, retail, or a multi-channel consumer business • Strong proficiency in Microsoft Excel, including pivot tables, complex formulas, and building analysis tools from scratch • Proven success in adopting AI enablement to drive performance outcomes • Experience with at least one data visualization or BI tool, such as Tableau, Power BI, Looker, or equivalent • Ability to build dashboards that non-analysts will use • Strong analytical thinking and ability to frame business questions, identify appropriate data, and communicate findings clearly • Clear, confident written and verbal communication, particularly translating data outputs into plain-language business insights and recommendations • High attention to detail and strong organizational habits • Ability to manage multiple deliverables in a fast-moving commercial environment • Occasional travel may be required for field engagement, trade events, or company meetings

🏖️ Benefits

• Health benefits for you and your family, including medical/dental/vision • Disability, life, and pet insurance • Paid time off • 11 paid holidays • 401(k) plan with the company investing 10% of wages annually for retirement at no cost to you, subject to management discretion • Diverse team of coworkers and fun, exciting work environment • Promotion from within • Great training • Generous tuition reimbursement program