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Sr Trade Planning Analyst

Sargento Foods Inc.
vision insurance, tuition assistance, 401(k), relocation assistance
United States, Wisconsin, Plymouth
1 Persnickety Place (Show on map)
Apr 24, 2026
The Senior Trade Planning Analyst is responsible for developing, analyzing, and optimizing trade promotion strategies to drive profitable growth. This role partners cross-functionally with Sales, Finance, and Brand to ensure trade investments are planned effectively, executed efficiently, and evaluated rigorously. The analyst plays a key role in improving trade ROI, forecasting accuracy, and decision-making through data-driven insights.

Your Story.

The Senior Trade Planning Analyst is responsible for developing, analyzing, and optimizing trade promotion strategies to drive profitable growth. This role partners cross-functionally with Sales, Finance, and Brand to ensure trade investments are planned effectively, executed efficiently, and evaluated rigorously. The analyst plays a key role in improving trade ROI, forecasting accuracy, and decision-making through data-driven insights.

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.



  • Comprehensive medicalincluding Fertility, Adoption benefits, Dental, and Vision Insurance
  • Remote day Fridays
  • Onsite Health & Wellness Center
  • Employer 401K contribution in the top 1% of the nation
  • Relocation Assistance
  • Tuition Assistance
  • Access to Employee Store


What You Do.



  • Strategic Trade Planning & Business Management

    • Lead the analysis of customer sales and business plans to identify gaps, opportunities, and risks while quantifying financial and profitability impacts
    • Actively consult with crossfunctional teams (Sales, Finance, Demand Planning, Customer Support, Analytics) to develop holistic, datadriven recommendations
    • Provide clear insights, recommendations, and next steps to Sales Managers, Directors, and VPSales
    • Lead the implementation of approved changes to customer business plans within the Trade Management System
    • Clearly communicate changes in tactics, assumptions, and downstream implications
    • Consult on the application of trade plan adjustments across other customer teams


  • Trade Promotion Management & Systems Leadership

    • Serve as the subject matter expert for trade processes and Trade Promotion Management (TPM) systems
    • Manage and guide Broker Agency Financial Managers in the execution of strategic initiatives within the TPM system
    • Consult on enhancements, upgrades, and best practices for trade planning tools and systems
    • Lead training for Field Sales Managers and Broker Agency partners on trade processes, systems, and governance


  • Promotional, Pricing & Competitive Analytics

    • Analyze and report on:
    • Customer pricing strategies and execution
    • Promotional and merchandising effectiveness
    • Competitive dynamics and implications
    • Maintain deep knowledge of customer promotion policies, tendencies, and constraints
    • Utilize postpromotion analysis and other analytic tools to evaluate promotion lift, baseline impact, and ROI
    • Apply customer segmentation and PNOC (Profit Net of Costs) principles when evaluating customer profitability and volumetric impact


  • Financial Management, Budget Oversight & Controls

    • Lead customerlevel trade budget planning, monitoring, and analysis
    • Analyze weekly scorecards to identify opportunities for optimization or course correction
    • Lead and manage the trade and slotting exception process, acting as process owner and expert
    • Coordinate and oversee deductions resolution and monitor timely closing and settlement of trade events
    • Lead crossfunctional reconciliation of customer order pricing against approved offers in collaboration with Customer Support and Demand Planning




Your Education and Experience.



  • Bachelor's degree required
  • 5+ years of related experience
  • Proficient in Microsoft Office required
  • Syndicated date experience required: Circana/IRI or Nielsen
  • CPG experience preferred


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 athttps://careers.sargento.com/us/en.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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