Director Customer Strategy & Planning

  • Full-time

Company Description

Who Are We Looking For...

The Director of Strategy & Planning will lead Trade Strategy + Forecasting for Perfect Snacks, reporting into the Senior Director of Strategy + Planning, to translate business objectives into overall sales and channel specific strategies and tactics that drive sustainable, profitable, and strategic growth. Ensure that trade spend meets objectives to achieve short-term and long-term financial commitments. Facilitate the trade communication between sales (including broker), finance and brand marketing. Provide the trade-centric business intelligence and strategy creation to the sales team to develop and execute customer plans. Manage the go-to-market processes ensuring that sales/customer voice is considered within trade planning strategies (customer business planning, new product launches, internal budgeting, hold-back estimates for trade spend allocation, etc.). In addition to trade strategy responsibilities, develop, lead, and facilitate the bottoms-up forecasting process within the sales organization and communicate collaboratively with Supply Chain and Demand Planning through current and soon to be developed processes and meetings

Who Is Perfect Snacks...

Based in sunny San Diego, Perfect Snacks is the company behind The Original Refrigerated Protein Bar. Offering a line of products that boast whole food ingredients and clean food credentials, Perfect Snacks is sold online and in more than 35,000 retailers nationwide. Now more than a decade since its inception, the brand has experienced rapid growth in the last few years, as consumers flock to the fridge for fresher options. Our success is attributed to the people behind the brand, who share in our family's mission: 'To nourish worldkind with a hug, good vibes and a delicious dose of fresh whole food nutrition. To us, that’s the recipe to make life a little more, well, perfect.'

Job Description

  • Develop and manage the strategy and communication of official merchandising and promotional guidelines to enable standardized annual trade planning expectations with field sales
  • Through managing the trade team, facilitate Trade Planning Software training with the sales team including developing and updating training documents to ensure compliance with Perfect Snacks trade management expectations
  • Trade accrual tracking/communication (internal/external) - monthly, quarterly, annual…provide accurate and timely reporting to corporate finance and sales
  • Establishes and tracks against Trade Planning Software plan accuracy through KPI development and standardized process creation
  • Actively manage and develop Trade Analyst who is responsible for:
    • Tactical management of the trade system and coordinating with sales leads owning trade plans/customer
    • Month-end closing of trade spends vs forecast + variances and drivers
  • Actively manage and develop Forecasting Analyst/Manager who is responsible for:
    • Daily connections with sales team to incorporate forecast adjustments made in real time
    • Reporting out of forecast rollups and tracked changes
    • Coordinating meetings and communication between sales team and forecast lead
    • Key lead and contact point for coordinating the communication of information and details within the forecast to other departments
    • Coordinating with trade analyst to match up trade with the forecast for all trade rate/ROY report outs
    • BI tools- maintenance, development, etc
  • Create post promotion ROI analysis and learnings tied to trade management in coordination with Field Sales
  • Contingency planning process- strategically managing opportunistic trade allocations across customers to drive profitable growth beyond base plan
  • PPA coordination with Director of Portfolio & Category Strategy to drive proper architecture of platforms, trade spends, and consumer value across channels
  • Creation of appropriate RGM principles to drive responsible growth and savings within trade spends and strategy
  • Drive process, collaboration, and communication of sales- sourced bottoms-up forecasting
  • Develop projects to improve the forecasting and demand planning connectivity and process/meeting cadence
  • Establish and track annual customer targets with input and collaboration from Finance and SVP Sales


  • Bachelor degree and/or 10+ years of experience in sales, analytics, trade, marketing, forecasting, or related field preferred
  • 5+ years previous experience specifically with trade management software and strategy/planning
  • 4+ years of experience in managing, mentoring, retaining, and developing talent
  • Experience in CPG industry with a specific emphasis on Planning or Supply Chain functions preferred
  • Preferred experience in both large and small CPG environments
  • Ability to work across multiple data sources to provide a holistic perspective
  • Ability to influence decision making across multiple levels and functions of an organization to drive results
  • Solid understanding of sales and trade specific methods / techniques
  • Excellent organizational skills and time management abilities
  • Ability to make decisions and work with limited supervision
  • Ability to work under pressure and balance multiple tasks
  • Proficient with basic computer hardware and software (Word, Excel and PowerPoint)
  • Good oral and written skills
  • Excellent organizational skills
  • Ability to be entrepreneurial and methodical
  • Results-oriented and process driven, with high expectations of self and team
  • Collaborative mindset with strength in effectively receiving and communicating feedback

Additional Information

Compensation: $145k -$165k / Year DOE 
Bonus / Benefits / Vacation / 401k Eligible

Must live in the US and be able to work in the US without sponsorship

Got what it takes to join the Perfect Snacks family? We want to hear from you!

We will only consider candidates who provide a resume and answer the below questions:

1.    Why do you want to join the Perfect Snacks family/brand?
2.    What excites you about this role?
3.    Where are you located?

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