Manager, Sales Planning & Trade Forecast - Chicago, IL or Le Mars, IA

Wells Enterprise

$96K — $154K *
Food & Beverages
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Marketing, or related field; MBA preferred
  • 7+ years of experience in sales analytics or planning within the CPG industry
  • Proficiency in syndicated data sources (Nielsen, IRI) and analytics/reporting tools (Tableau, Demantra, Excel)

Responsibilities

  • Lead and mentor the Sales Planning & Trade Forecast Team to ensure quality data analysis
  • Partner with IT to enhance sales planning tools and develop key reports and KPIs
  • Contribute to the development and review of the annual sales plan
  • Identify growth opportunities and risks through thorough data analysis
  • Provide ongoing training to the sales teams on analytical tools and reports

Benefits

  • Comprehensive health benefits
  • Financial wellness support
  • Paid time off (PTO)
  • Annual incentive bonus based on company performance
Full Job Description
Job Description

Functional Area: Sales Planning

The Role

The Manager of Sales Planning and Trade Forecasting is responsible for leading the sales planning process across channels, managing trade spend and forecasting analytics, and ensuring alignment between revenue growth objectives and trade investment strategies. This role develops actionable insights from account-level data, enhances reporting tools, and drives alignment across business units.

What You'll Do
  • Lead Sales Planning & Trade Forecast Team. Supervise and mentor analysts, ensuring high quality data analysis and actionable insights for sales teams that synchronize the sales forecasts with trade spend. Monitor forecast accuracy and implement corrective actions to minimize variances.
  • Develop and Enhance Reporting Tools. Partner with IT to improve sales planning tools (e.g., Tableau, CPT), ensuring they meet business needs. Own the development and maintenance of key reports and KPIs that supports reconciliation and tracking needs. Cross-Functional Collaboration. Support sales directors and business development managers with analytics and customer communications. Collaborate with finance and demand planning with the review and reconciliation process.
  • Strategic Planning & Execution. Contribute to annual sales plan development and review processes. Identify growth opportunities and risks through data analysis and business insights.
  • Training & Competency Building. Provide ongoing training to the sales teams on tools, reports, and data sources. Build competency within the team and broader sales organization.


Qualifications

What You'll Bring:
  • Bachelors degree in Business, Finance, Marketing, or related field (MBA preferred)
  • 7+ years of experience in sales analytics, planning, or related roles within the Consumer Packaged Goods (CPG) industry.
  • Experience with syndicated data sources (Nielsen, IRI), data warehousing, and analytics/reporting tools (Tableau, Demantra, Excel)

The base pay range for this position is $96,555 to $154,355 annually. Actual compensation will be determined based on location, experience, skills, qualifications, and other job-related factors permitted by law. This pay range represents the anticipated salary for this position at this time.

#LI-hybrid

What We Offer

At Wells, we're proud to support our employees with comprehensive benefits that enhance health, financial wellness, and include paid time off (PTO). Eligible employees may also receive an annual incentive bonus based on Company performance. Learn more about our benefits here.

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