The Trade Planning Analyst supports the development, execution, and analysis of customer trade strategies to drive profitable growth. This role partners closely with Sales, Finance, Broker Agency partners, and Analytics to support customer business plans, monitor trade spend, and deliver actionable insights. The Trade Analyst serves as a key contributor to trade planning processes, system execution, and performance reporting while continuing to build expertise in trade management and CPG commercial practices.
Your Story.
The Trade Planning Analyst supports the development, execution, and analysis of customer trade strategies to drive profitable growth. This role partners closely with Sales, Finance, Broker Agency partners, and Analytics to support customer business plans, monitor trade spend, and deliver actionable insights. The Trade Analyst serves as a key contributor to trade planning processes, system execution, and performance reporting while continuing to build expertise in trade management and CPG commercial practices.
Your Passion. Our Culture.
At Sargento, you work for a company you believe in, with a family of people who believe in you. Our culture stems from a simple premise: Hire good people and treat them like family. At Sargento, you can make decisions based on how they affect people as well as the long-term health of our company. You will be encouraged to make a meaningful difference in the community, in the company and in your career. With diverse experiences and tools to learn and develop, you can transform your aspirations into reality. If you're ready for the right place to belong and grow your career, you can find it here.
Benefits that set us apart.
What You Do.
Strategic Trade Planning & Business Support
Support the analysis of customer sales and business plans to identify opportunities, risks, and gaps
Quantify financial and volume impacts of trade strategies and proposed changes
Partner with cross‑functional teams (Sales, Finance, Demand Planning, Analytics) to develop recommendations
Prepare analysis and materials for discussions with Sales Managers and Directors
Implement approved changes to customer business plans within the Trade Management System
Clearly communicate updates, assumptions, and implications to downstream teams
Coordinate execution across customer teams as directed
Trade Promotion Management & Systems Execution
Support day‑to‑day execution of trade planning and promotion management within the Trade Promotion Management (TPM) system
Assist in managing Broker Agency Financial Managers' inputs to ensure accuracy and timeliness
Maintain trade plans, promotional events, and system data in alignment with governance standards
Support training efforts for Field Sales and Broker Agency partners on trade processes and tools
Provide feedback and support on system enhancements and process improvements
Promotional, Pricing & Customer Analytics
Analyze and report on customer pricing, promotional, and merchandising strategies
Assist in evaluating promotion effectiveness through post‑promotion analysis
Develop working knowledge of customer promotion policies, tendencies, and constraints
Support competitive analysis and customer review preparation
Apply customer segmentation and profitability concepts (e.g., PNOC) to support trade decision‑making
Trade Spend, Budget & Financial Controls
Support customer‑level trade budget tracking and monitoring
Prepare and review reports and scorecards to identify variances and potential risks
Assist with the trade and slotting exception process, following established guidelines
Coordinate with Finance and Customer Support on deductions tracking and resolution
Support reconciliation of customer order pricing and approved offers in partnership with Demand Planning and Customer Support
Annual & In‑Year Planning Support
Support annual, mid‑year, and in‑year trade planning activities with Field Sales and Broker Agency partners
Assist in maintaining customer business plans aligned to strategic planning rates
Incorporate insights from post‑promotion analysis into future trade recommendations
Contribute to the development and maintenance of customer planning templates and tools
Available for travel 20% of the time
Your Education and Experience.
Our Story.
With over 2,400+ employees and net sales of nearly $1.8 billion, Sargento is a family-owned company that has been a leader in cheese for more than 70 years. We created the world's first, successful pre-packaged sliced and shredded natural cheeses. Sargento is based in Plymouth, Wisconsin, where we manufacture and market shredded, sliced and snack natural cheese products, as well as ingredients and sauces. Sargento is known for the exceptional quality of our products and for product design, packaging and merchandising innovations that have transformed our industry.
To learn more about our culture and values, please visit our website at https://careers.sargento.com/us/en.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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