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Confido

AI-powered financial planning for CPG brands

Manager – Trade Promotion Management

Product ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • Have 5+ years of hands-on trade planning experience at CPG brands, including direct responsibility for planning baselines and trade, executing plans, and reconciling trade; experience implementing trade promotion management systems is a plus.
  • Be fluent in trade mechanics, including baseline planning, trade promotion types, rate base versus lump sum planning, accruals, off-invoice versus bill-back, and how trade spend rolls up to gross-to-net revenue.
  • Have a track record of turning operational expertise into product requirements and be comfortable working directly with Engineering.
  • Be able to run customer discovery sessions, defend design decisions, and de-escalate escalated customer concerns.
  • Have experience representing a product or point of view externally through webinars, conferences, or analyst conversations.

Responsibilities

  • Own the trade promotion management roadmap with Product and Engineering, prioritizing based on what brands need to plan, execute, and reconcile trade spend.
  • Translate trade planning processes—including sales forecasting, promotion planning, promotion optimization, financial reconciliation, and return on investment reporting—into clear, buildable product requirements.
  • Synthesize customer feedback, identify trends, and incorporate competitive intelligence into prioritized product bets.
  • Lead discovery and design sessions with customer trade, sales, and finance teams to map current trade-spend planning and execution and how it should work on the platform.
  • Guide customers through trade promotion management implementation by configuring promotion calendars, accrual rules, and deduction-matching logic, and train teams to run trade-spend operations on the platform.
  • Build playbooks, standard operating procedures, and internal training so Sales, Implementation, and Customer Success teams can operate independently.
  • Represent the company’s trade promotion management expertise to customers, prospects, partners, and at industry events.
  • Partner with Sales and Marketing on discovery calls, deal support, and content for trade, finance, and sales-operations audiences.
  • Track changes in trade-spend practices among brands, retailers, and distributors, and turn them into competitive positioning and battlecards for the broader team.
  • Build direct relationships with retailers, brokers, and industry bodies that shape how trade programs are structured and reported.

Desired Qualifications

  • Experience implementing trade promotion management systems.

About the Company

Confido

AI-powered financial planning for CPG brands

Confido provides AI-powered finance, sales, and operations software for consumer packaged goods brands, acting as a single source of truth for accounting, finance, and supply-chain data. Its modules include cash application, deductions management, and auto-disputes for accounting; sales forecasting, trade promotions, and sales analytics for sales; and demand planning plus supply planning for operations, with an expansion into foodservice. The platform uses AI agents to automate workflows across the profit-and-loss statement to keep data aligned across teams. By focusing on the CPG sector with industry-specific modules, Confido aims to help brands manage finances, forecast demand, and plan supply more accurately.

Company size
51-200
Company stage
Series B
Total funding
$75.1M
Headquarters
New York City, New York
Founded
2020

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