Trade Promotion Services Specialist

PLTFRM

. Manage and maintain promotional activity within trade management platforms, ensuring accurate entry, tracking, and reconciliation of wholesale and retail promotions, deductions, and trade spend .

Posted 11/10/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trade promotion management and trade spend analysis, with advanced proficiency in Microsoft Excel for data analysis and reporting. Capable of managing financial records and collaborating effectively with internal and external stakeholders to optimize promotional activities.

Highest-signal resume keywords

Trade Promotion ManagementTrade Spend AnalysisDeduction ReconciliationAdvanced Microsoft ExcelAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade Promotion ManagementTrade Spend AnalysisDeduction ReconciliationAdvanced Microsoft ExcelData AnalysisFinancial ReportingDiscrepancy IdentificationPromotional Program UnderstandingBudget ManagementFinancial Process Knowledge

Soft Skills

Attention to DetailOrganizational SkillsTime ManagementWritten CommunicationVerbal Communication

Tools & Technologies

TELUSAdessoPlan ItVividlyTrade Management Platforms

Industry Keywords

CPG IndustryRetailer DeductionsDistributor RequirementsWholesale Financial ProcessesPromotional Programs

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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