Full-Time

Senior Category Analyst

Posted on 8/21/2025

C.A. Fortune

C.A. Fortune

201-500 employees

Full-service consumer brand sales agency

Compensation Overview

$70k - $80k/yr

+ Bonus

Chicago, IL, USA

Remote

Hybrid schedule will be observed 2-3 days in office if local to Chicago, IL.

Category
Business & Strategy (3)
, ,
Required Skills
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor’s Degree plus 3-7 years CPG industry sales and category management experience (Natural/Specialty/Organic food and/or beverage preferred)
  • Proficiency in Microsoft Word, Excel, and PowerPoint. Expert level Excel with experience using tools such as VLOOKUP, Index Match, Advanced conditional formatting, Pivot Tables/charts and reporting
  • Proficiency in SPINS (Satori), Nielsen and Circana (IRI) data
  • Experience in selling story development, category reviews & category management principals
  • Experience in data visualization platforms (e.g., spotfire, PowerBI)
  • Attention to detail and technical, report running, and analytical abilities
  • Analytical and problem solving skills
  • Advanced communications skills, ability to clearly articulate complex concepts in a concise manner
  • A demonstrated competency in multi-tasking and problem-solving with focus on meeting deadlines
  • Strong analytical thinker; can turn self-developed strategies/efficient processes into execution
  • Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
Responsibilities
  • Implement category management strategy to develop fact-based category reviews, business reviews and selling stories
  • Present business reviews to client, clearly articulating trends and recommendations to optimize strategic planning and selling efforts
  • Develop and deliver presentations relative to topline reporting, sales reviews, category reviews, overall business trends, merchandising, assortment, pricing, and shelving across the omnichannel landscape
  • Work with the Account Managers to manage the KPI’s across retailers and determine key opportunities within a given category or market using customer POS, syndicated data, competitive pricing, market data, and other sources to provide actionable recommendations
  • Analyze sets of data to provide insights and recommendations addressing product, placement, pricing, and promotions to support the achievement of sales and marketing objectives
  • Project work will include analytics related to topline reporting, sales reviews, category reviews, overall business trends, merchandising, assortment, pricing, and shelving across the omnichannel landscape
  • Develop, track, and monitor regular reporting that enable category leadership to quickly understand market trends and opportunities
  • Evaluate effectiveness of programs and communicate strategy and best practices internally and externally
Desired Qualifications
  • Experience at a retailer or manufacturer

C.A. Fortune is a private, full-service sales and marketing agency for consumer brands, focusing on natural, conventional, and bakery/deli channels. It helps brands grow and become established in the market by providing comprehensive support, including sales assistance, insights, and retail activations through a vertically integrated, agile team. The company differentiates itself with end-to-end retail execution resources and a mix of services tailored to both large organizations and emerging brands, emphasizing entrepreneurial spirit and reliable retail support. Its goal is to help lifestyle consumer brands expand their market presence and achieve sustained growth.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1983

Simplify Jobs

Simplify's Take

What believers are saying

  • Merger with SRW Agency expands marketing team to 50, growing employees to 600.
  • Matt Ulmer's CDMO role doubles e-commerce revenue across Amazon and Kroger.
  • Mariah Calderon's Chief Client Officer promotion drives 2025 growth goals.

What critics are saying

  • KeHE steals natural clients with superior logistics, eroding fees in 12-24 months.
  • UNFI bundles services, cutting specialty revenue 20-30% in 6-12 months.
  • Amazon Vendor Central bypasses agencies, slashing e-commerce revenue in 12-24 months.

What makes C.A. Fortune unique

  • Vertically integrated sales, marketing, and e-commerce services distinguish C.A. Fortune from traditional brokerages.
  • In-house agencies SRW and DirectToHispanic provide award-winning creative and Hispanic marketing.
  • Bentonville office targets Walmart fresh foods, scaling small CPG brands nationally.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Paid Vacation

Paid Holidays

Parental Leave

Performance Bonus

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Flexible Work Hours

Remote Work Options

Company News

The Andalusia Star-News
Feb 25th, 2026
C.A. Fortune Appoints Matt Ulmer as Chief Digital & Marketing Officer

C.A. Fortune appoints Matt Ulmer as Chief Digital & Marketing Officer. PR Newswire Today at 8:01am PST PR Newswire CHICAGO, Feb. 25, 2026 Unifies investment in marketing, digital and commerce to power integrated growth beyond the traditional brokerage model CHICAGO, Feb. 25, 2026 /PRNewswire/ - C.A. Fortune, a privately held, leading full-service national sales brokerage and marketing agency, announced today the appointment of Matt Ulmer as Chief Digital & Marketing Officer (CDMO), unifying the company's marketing, digital, e-commerce, and corporate marketing capabilities under one executive leader. Ulmer will report to CEO Tyler Lowell and join the Executive Leadership Team, reinforcing the firm's investment in senior leadership, its focus on accelerating growth, and its commitment to delivering more integrated solutions for today's increasingly complex retail and digital environments. This new leadership structure enables C.A. Fortune to operate as one integrated team, enabling faster decision-making and more connected strategies across retail and digital channels, further differentiating the firm from traditional brokerages. A simplified solution for clients, this shift means a stronger connection and collaboration across marketing, digital and commerce, sophisticated strategy, planning, and execution without added complexity, and executive-level partnership across growth initiatives. "Matt is the right leader at the right time. He has been instrumental in scaling our e-commerce capabilities and understands how marketing, digital and commerce must work together to drive growth," said Tyler Lowell, Managing Partner and CEO of C.A. Fortune. "As retail media networks multiply, marketplaces fragment, and omnichannel growth becomes more complex, brands need fewer partners that are deeper and more integrated. C.A. Fortune is the answer, now even more so with Matt's new role. Under his leadership, we're strengthening our ability to deliver faster, more integrated solutions for our clients, and building a platform that looks fundamentally different from legacy brokerage models." As Chief Digital & Marketing Officer, Ulmer will oversee the company's integrated marketing, corporate marketing, and digital ecosystem across channels such as retail media, content strategy, and e-commerce for Amazon, Whole Foods, Walmart, Kroger, Target, Albertson's, Instacart, Thrive Market, iHerb/Vitacost, and more. Additionally, Ulmer will oversee in-house marketing agencies SRW, a specialized food & beverage agency known for its award-winning creative, social, influencer marketing, paid media, and public relations expertise and DirectToHispanic, who specializes in building and executing culturally fluent marketing strategies connecting brands with Hispanic consumers online and at shelf. This move reflects C.A. Fortune's continued investment in marketing and digital infrastructure, integrating these capabilities more deeply into its brokerage and sales organization to better support modern brands navigating omnichannel growth. "This is an exciting opportunity to bring our teams and capabilities together in a more connected, intentional way," said Matt Ulmer. "Our clients need partners who can move quickly, act strategically, think holistically, and execute across retail and digital without silos. By unifying our marketing and digital capabilities, we're creating a simpler, more powerful growth engine for the brands we serve today and in the future." Ulmer brings more than 20 years of CPG experience and four years of leadership experience at C.A. Fortune, most recently as SVP of E-commerce where he successfully doubled revenue over the last 4 years. He has also played a key role within Commercial Sales and Enablement, earning a reputation for strategic thinking and financial acumen, and his collaborative, team-first leadership style. Before joining C.A. Fortune, Ulmer built his CPG foundation at General Mills, where he led businesses across multiple retail channels and developed a focus on digital commerce. He later led e-commerce at Manitoba Harvest and Nutiva, supporting exponential revenue growth. Ulmer's promotion reflects a natural evolution aligned with C.A. Fortune's continued growth, expansion, and investment in senior leadership. About C.A. Fortune: C.A. Fortune is a leading national consumer brand sales and marketing agency, offering end-to-end solutions across all retail and e-commerce platforms. With over 30 years of experience, the company serves brands at every stage of their lifecycle, providing brand development, commercial management, marketing, and media services. Media Contact: SOURCE C.A. Fortune This is a paid placement. For further inquiries, please contact PR Newswire directly.

Headlock Hot Sauce
Mar 4th, 2025
Headlock Hot Sauce Partners with C.A. Fortune to Expand National Retail Presence

C.A. Fortune, renowned for its expertise in retail sales, marketing, and brand strategy, will work closely with Headlock Hot Sauce to secure placements in major retail stores, optimize distribution channels, and drive brand growth in new markets.

PR Newswire
Feb 28th, 2025
C.A. Fortune Elevates Mariah Calderon To Chief Client Officer, Promotes Key Leaders To Drive 2025 Goals

CHICAGO, Feb. 25, 2025 /PRNewswire/ -- C.A. Fortune, a leading agency with full-service sales and marketing capabilities, has announced several key leadership promotions ahead of Natural Products Expo West, further strengthening its executive team as the company accelerates its growth along with that of its client partners

PR Newswire
Mar 11th, 2024
C.A. Fortune Announces Monumental Transaction with SRW Agency, Creating a National Powerhouse in Consumer Brand Sales and Marketing

/PRNewswire/ -- C.A. Fortune, a privately-held, leading national consumer brand sales and marketing agency, is thrilled to announce its largest transaction to...

INACTIVE