Supports the Customer Sales Planning team by delivering customer reporting, budget management, forecasting support, and cross-functional coordination. Provides analytical insights and operational leadership that enables accurate planning, informed business decisions, and successful customer execution across Clorox Professional customers while partnering cross-functionally with Sales, Finance, Operations, and Supply Chain.
In this role, you will:
Customer Reporting, Data Analysis & Planning Support
- Develop and maintain recurring customer reports and scorecards.
- Analyze customer performance and identify trends, risks, and opportunities.
- Respond to ad hoc reporting requests and prepare data for business and customer updates.
Budget Management
- Own customer budget forecasting and monthly budget tracking and reconciliation.
- Assist with distributor program coordination and budget reconciliation.
Customer Targets
- Lead annual and quarterly customer target-setting processes.
- Analyze performance versus targets and identify opportunities to improve results.
- Maintain target tracking tools and communicate progress to business partners.
Healthcare GPO & IDN Planning Support
- Support strategic planning activities for GPO and IDN customers.
- Serve as a key owner in the RFI/RFP process.
CCP Process Facilitation
- Lead customer planning processes, timelines, and deliverables.
- Develop meeting materials, templates, and pre-read documents.
S&OP Support
- Provide customer forecasts and business context into the S&OP process.
- Proactively communicate customer demand changes, risks, and opportunities.
#LI-Hybrid
What we look for:
Years and Type of Experience:
- 2+ years of experience in sales planning, business analytics, finance, supply chain, customer planning, forecasting or demand planning
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Excel (pivot tables, formulas, data analysis)
- Highly preferred experience with Power BI or a similar reporting tool
- High attention to detail and commitment to data accuracy
- Comfortable learning new systems and business processes
- Strong organizational skills with the ability to manage multiple priorities
- Excellent written and verbal communication skills
- Ability to manage competing business needs and multiple projects independently
- Ability to influence cross-functional partners through data-driven recommendations
- Ability to communicate complex information to a wide range of audiences
Workplace type:
Hybrid - 3 days in the office
