Trade Promotion Services Specialist

Trade Promotion Services Specialist

Works Remotely

Note: We are currently unable to accept applications from candidates based in California or Washington

PRESENCE is a national, natural products broker and service provider that was born from a desire to work in a progressive, vibrant and environmentally conscious industry while building communicative partnerships with other like-minded companies.  We are passionate about taking better care of the planet and ourselves, we have high energy, strong standards, strategic vision and are committed to making natural and organic products the standard again.  We love to learn, are on-trend and care about our teams and their well-being. 

A little about this role:

The Trade Promotion Services (TPS) Specialist is a trade management expert and strategist who acts as an extension of the finance department for the clients they support. This role requires independent decision-making, financial acumen, strategic judgment, and deep industry knowledge to ensure the effective management and reconciliation of trade spend. TPS Specialists play a critical role in developing and executing trade strategy, reconciling trade deductions, and maintaining financial integrity for their clients. Success in this position requires advanced data analysis and excel skills, deep industry knowledge, and the ability to proactively implement solutions that optimize trade spend efficiency.

A day in the life:

• Trade Software Management – As a TPS Specialist, you serve as a subject matter expert in trade software platforms. You will be responsible for inputting, reconciling, and analyzing promotional events (wholesale and retail) within trade software in a timely manner to accurately classify cleared/approved deductions, open balances, open disputed balances and repaid unauthorized deductions for your assigned business unit. Utilizing either the client’s customized software or a recognized industry platform, you will act on the client’s behalf to maintain financial integrity in all trade processes.
• Multi-Brand Portfolio Management & Strategic Execution - You will manage clients with a multi-brand portfolio, requiring a deep understanding of brand promotional groups, pricing strategies, case rates, volume forecasts, Distributor and Retail policies and brand intricacies to implement precise trade practices. Your ability to analyze and manage these components ensures trade funds are properly allocated efficiently and align with the client’s financial strategy.
• Trade Classification & Compliance Expertise - You will apply a comprehensive understanding of Trade vs. Non-Trade classifications, ensuring promotional spending is accurately categorized and reconciled. Additionally, you will navigate wholesale and retail classifications such as Direct vs. Indirect channels, while also differentiating between strategic retailers, planning accounts, and all other accounts to ensure optimal trade management.
• Dispute Resolution & Financial Risk Management – You will use your expertise and decision-making ability to assess, dispute, and recover unauthorized deductions, working directly with wholesale and retail finance teams. Exercising sound independent judgment, you will identify financial discrepancies, develop resolution strategies, and secure repayments to protect trade fund integrity.
• Communication & Collaboration - you are expected to have value-added, solution-oriented, positive and timely communication (both internally and externally).  Deductions Specialists regularly organize and conduct conference calls with the assigned manufacturer partner and other departments to get the appropriate information needed to make a sound decision. You are also required to provide weekly update reporting within the departmental guidelines. Conducting monthly calls with the brands finance and executive level Sales Management to provide solution-driven, strategic recommendations based on trade spend analysis and deduction reconciliation, is also expected.
• Reporting/Analytics – You will follow interdepartmental protocols to organize, analyze, and report on key financial data, including activity driven by Manufacturer Chargebacks (MCB), indirect & direct invoices, and other relevant trade reports. This position is responsible to monitor aging reports, open balances and dispute repayments, meeting departmental and client specified metrics.

This role requires a high degree of autonomy, financial expertise, and strategic decision-making.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Projects and responsibilities may change at any time with or without notice due to our business, industry, and/or market changes. 

What we are looking for:

• Proven expertise in industry utilized trade spend software platforms such as Telus, Adesso, Plan It, Vividly, etc. is required
• Advanced proficiency in Microsoft platforms is required with an emphasis on an advanced level of Excel (i.e. Pivot Tables, V-lookup, Macros, Large Data Sets, etc.)
• Experience Working with large data sets, and past trade spend experience is required
• Knowledge of the Natural and Conventional Wholesale and Retail Accounts promotional and marketing programs, policies and processes is encouraged
• Familiarity with databases is required with OneNote and OneDrive experience helpful
• Ability to work with confidential financial data with discretion. 
• Ability to independently problem-solve and make data-driven strategic decisions.
• A high level of attention to detail, while remaining focused on the big picture
• Strong organizational skills and ability to manage multiple projects with competing deadlines. Outstanding organizational and follow-up skills are mandatory

Salary:  Full time position, salary commensurate with level of experience, location and current market landscape

Benefits:  Visit https://www.pmidpi.com/careers/ to learn more about our benefits

About Us: Visit https://www.pmidpi.com/our-culture/ to learn more about us