Trade Planning Manager @ Once Upon A Farm

Who You Are:

You are a data-hungry strategic thinker who understands the power of insights in the world of Trade and Promotion Planning. You are highly analytical, with tenacious curiosity and an entrepreneurial spirit. You are someone with a passion for uncovering data-driven insights and taking action against them. You care deeply about clean healthy foods and advancing the standards of childhood nutrition.

The Task at Hand:

The Trade Planning Manager reports to the Senior Manager of Trade and is responsible for maximizing and optimizing Trade investments with our retail partners. The Trade Planning Manager has a critical role on the Sales Finance team. This role will impact Once Upon a Farm’s continued growth by ensuring effective analysis and optimization of trade spend to drive profitable growth.

In This Role, You Will:

• Own analysis of trade effectiveness across retail channels, identifying opportunities for optimization

• Develop post-promotional review tools to quickly identify the performance from a category, brand, and SKU level, mining for actionable insights to increase the effectiveness of trade

• Deliver regular monthly reporting of Trade KPIs and Trade Calendars

• Lead & schedule formal post-promotional reviews (monthly), measuring the effectiveness and efficiency of executed promotional activities against planned volume and spend

o Discuss results with the sales team, propose changes, and track for implementation

o Utilize scan data to show proof of performance and date confirmation

o Monitor performances, calling out where promotional activity did not run as planned

• Analyze and advise on digital spend & layered promotional trade spend

o Partner with Shopper Marketing to develop and execute cohesive Digital support

• Work side by side with the sales team to execute Trade strategies by providing valuable insights and influential sales materials

• Critically evaluate and monitor Return on Investment (ROI) and profitability of all spending across all sales spending and all line-items of the P&L

• Assist in the development of long-term trade strategies that span across channels and product lines

• Guide the sales team in the use of TPM and TPO systems

o Provide training and guidance as needed and monitor for accuracy

o Drive the forecast spend accuracy with the sales team by evaluating forecast vs actuals post-performance

o Monitor budgets and utilize spending for the most efficient payback

• Represent Sales cross-functionally with Finance, Operations, and Marketing partners

• Be a thought leader regarding industry trends related to Promotions, Consumer decision-making, and competitive activity

• Jump into other projects requested by the LT, along with the broader Sales Finance team

In This Role, You’ll Bring With You:

• Bachelor’s Degree, or equivalent years of professional experience, required

• 4+ years of professional experience in retail sales & in a role conducting analysis, P&L Management, sales reporting, and planning required

• Deep understanding of CPG-related trade spend management

• Experience with TPM required, TPO preferred

• Experience working cross-functionally between Sales, Shopper Marketing, and Finance

• Advanced knowledge of Microsoft Suite, Outlook, Slack, and other professional platforms

• Advanced knowledge of SPINS, IRI, Nielsen, and Customer Loyalty Card data

• Extremely analytical and superior attention to detail

• Self-starter with the ability to collaborate in a team-oriented environment and the ability to adapt to evolving priorities and business needs

• Ability to communicate complex ideas clearly and concisely; strong presentation skills

• Genuine passion for improving childhood nutrition for a healthier and happier planet

• Desire to contribute to a dynamic high-growth, purpose-driven work environment

• Demonstrated ability to thrive in ambiguity, deeply understand business needs, develop a cohesive strategy, and make decisions requiring a high level of judgment

• Previous exposure to cross-functional work between Sustainability and Sales preferred

• Up to 10% travel required: Although this role is a remote work-from-home position, we “Farmers” do meet as a company and/or as a department a few times a year. Anticipate possible travel up to a few times each quarter

• Must reside in the United States to be considered for this position

• Please note that visa sponsorship is not available for this position

Compensation:

• Full-Time, Salaried, Exempt

• The anticipated salary range for this position is $105,000.00-$120,000.00. The actual salary offer will carefully consider a few factors, including your skills, qualifications, experience, and location. Certain positions are eligible for additional forms of compensation such as bonuses, stipends, equity, and role-specific perks

Additional:

• Remote-first work environment

• Annual Bonus

• 401(k) program + 4% company match after three months

• New Hire Remote Life Stipend + annual Nourish and Nurture Allowance

• Monthly Cell and Internet Stipend

• Quarterly Farm-to-Fridge home deliveries and Employee Discounts

• New Parents: Up to 18 weeks of paid Parental Leave, Baby Steps Back To Work, 3 months’ supply of Once Upon A Farm products, and breast milk shipping service and support for those who travel after birth for the duration of your breastfeeding journey

• Unlimited Paid Time Off

• Paid Volunteer Time

• Paid Time Off to fulfill civic responsibilities including jury duty and voting in local, state, and national elections

• Medical Insurance for the employee covered at 100% on select plans with additional plan options at a reduced cost to the employee

• Vision and Dental Insurance covered at 100% for the employee and dependents

• Life insurance

• Flexible spending account (Medical & Dependent Care) and Health savings accounts for applicable plans

• Employee assistance program (EAP)

• All other benefits, leaves, and insurance as required by law, based on your specific residence

• And so much more!

Who We Are

Our Purpose: Drive systemic improvement in childhood nutrition for a healthier, happier, and more equitable world.

Our Business: At Once Upon a Farm, a better story starts here. We’re on a greater mission in providing organic, crave-worthy, snacks and meals for children of all ages. Our recipes are crafted with only the best organic ingredients – whole fruits and veggies, cold-pressed (our pouches), or freshly frozen (our meals) to perfection– to support your growing kids at every stage. Each of our organic, non-GMO, non-dairy recipes contains no added sugar and are free from artificial flavors, colors, and preservatives – just simple, real, nutritious snacks your entire family will love.

We support and champion farmers who supply the highest-quality organic ingredients for our foods. We help parents keep their promise to provide the best nourishment for their children’s bodies and souls. We treat our consumers, customers, suppliers, investors, and all our valued employees with the same high level of dignity and respect that we expect from others. We will always fight for and support efforts to drive positive social change and food justice for the benefit of parents, kids, and families. Lastly, we foster an entrepreneurial and collaborative culture that values humility, honesty, passion, positive social impact, and fun.

Our Team: We’re all fully remote, which makes us a highly collaborative, dynamic, and supportive bunch. We share a singular mission to make the world a better place through the highest quality, most delicious, nourishing, and nutritious products made accessible to every home, from our farms to your fridge. And while we’re invested in our product, we’re equally invested in one another’s success.

Once Upon A Farm is a purpose-driven brand made up of an inclusive group of individuals with diverse backgrounds, passions, and beliefs. We hire self-motivated, independent thinkers, and those who are genuinely passionate about improving childhood nutrition for a healthier and happier planet. Bring your whole self to your work at Once Upon A Farm, a proud equal-opportunity employer. In your application, please feel free to note which pronouns you use.

In an effort to help us remove unconscious bias from our resume review process, we ask that you please remove all identifying information from your resume (like profile photos) before you upload it. Once Upon A Farm is committed to cultivating an inclusive environment where a diverse group of people can and want to do their best work, and that starts with our hiring practices.

Once Upon a Farm, PBC, provides equal employment opportunities to all employees and applicants in all company facilities without regard to race, color, religious creed, sex, national origin, ancestry, cast, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer-related or HIV/AIDS-related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

You must reside in the United States to be considered for this position.

Trade Planning Manager

Once Upon A Farm

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