[Hiring] Trade Promotion Services Specialist @PLTFRM

Role Description

We are looking for a Trade Promotion Specialist to support the financial management, tracking, and reconciliation of trade promotional spending for our brand partners. This role plays a critical part in ensuring trade investments are accurately recorded; deductions are properly reconciled, and promotional funds are managed effectively.

The ideal candidate is highly analytical, detail-oriented, and comfortable working with complex financial data across multiple brands and retail accounts. You'll serve as a trusted partner to our clients, using trade management systems, financial analysis, and industry knowledge to identify discrepancies, resolve deductions, and improve trade spend efficiency.

Success in this role requires strong Excel skills, experience with trade promotion management software, and the ability to independently manage competing priorities in a fast-paced environment.

Qualifications

• 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.

Requirements

• 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, developing an understanding of each brand's promotional programs, pricing structures, trade budgets, and retailer and distributor requirements to ensure accurate financial tracking and execution.
• Review, investigate, and reconcile trade deductions, identifying 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 that provide visibility into trade spend performance and opportunities for improvement.
• Ensure promotional expenses are properly classified across trade and non-trade categories, direct and indirect channels, and wholesale and retail accounts. Maintain accurate records in accordance with client requirements and industry practices.
• Serve as a key point of contact for assigned brand partners, providing regular 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.

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

Company Description

PLTFRM is an industry-leading, tech-enabled omnichannel commerce growth partner helping consumer brands win wherever people shop. Founded in 2005, more than 700 PLTFRM employees support over 800 brand partners across digital, mass, club, natural and conventional retail channels. Together, we influence more than $12 billion in annual retail sales across categories ranging from food and wellness to pet, electronics and general merchandise.

Presence, A PLTFRM Company is a national, natural products broker and service provider that was born from a desire to work in a progressive, vibrant and environmentally conscious industry while building communicative partnerships with other like-minded companies.