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Trade Promotion Services Specialist

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

Where this job comes from

Posted on PLTFRM's careers page, not through a job board

First seen by Remote Rocketship 1 minute ago

Logo of PLTFRM

PLTFRM

501 - 1000 employees

🛒 Retail

📣 Marketing

☁️ SaaS

Retail • Marketing • SaaS

PLTFRM is a commerce acceleration firm that scales high-growth consumer brands across retail and digital channels. It offers 360° connected commerce services — including channel management, retail and digital strategy, and execution — and emphasizes a brand-first approach to drive product launches and lasting distribution. PLTFRM supports CPG and consumer categories (health & wellness, beauty, beverage, electronics, pet, baby, etc. ) and backs its work with proprietary data and AI-enabled platforms and dashboards to inform decisions like shelf placement, promotions, and promotional strategy.

📋 Description

• Manage and maintain promotional activity within trade management platforms, ensuring accurate entry, tracking, and reconciliation of wholesale and retail promotions, deductions, and trade spend • Support a portfolio of CPG brands by understanding promotional programs, pricing structures, trade budgets, and retailer and distributor requirements • Review, investigate, and reconcile trade deductions; identify discrepancies and unauthorized charges • Partner with retailers, distributors, and internal teams to resolve disputes, recover funds, and maintain accurate financial records • Analyze promotional spending, open balances, aging reports, manufacturer chargebacks, and deduction activity • Prepare accurate and timely reports on trade spend performance and improvement opportunities • Ensure promotional expenses are properly classified across trade and non-trade categories, direct and indirect channels, and wholesale and retail accounts • Serve as a key point of contact for assigned brand partners, providing updates on trade spend, deductions, and outstanding balances • Collaborate with client finance and sales teams to address issues, share insights, and recommend solutions • Identify opportunities to streamline trade management processes, improve reporting accuracy, and increase efficiency across assigned accounts

🎯 Requirements

• 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

🏖️ Benefits

• Competitive salary and bonus eligibility • Comprehensive benefits package • 401K + Company match • Unlimited PTO • Remote Work Environment • A high ownership, high performance, high collaboration culture • The opportunity to work with leading consumer brands and shape the future of commerce

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