Category and Trade Analyst

SUMMARY 

The Category and Trade Analyst position develops and executes category strategies and trade marketing plans that drive growth, enhance market share, and maximize profitability. This position analyzes market trends, category performance, and trade activities to provide actionable insights that optimize performance. This position is able to work remotely; travel is required as business needs dictate, up to 35% of the time; as needed to the Corporate Office in Plymouth, WI and with Sales Team Members through out the United States.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned. 

Category Management 

• Analyzes market trends, consumer insights, and competitive landscape to identify opportunities for category growth. 
• Informs category strategies that align with overall business objectives. 
• Monitors category performance metrics and adjusts strategies as needed. 

Trade Marketing 

• Evaluate the effectiveness of trade promotions and recommend improvements. 
• Tracks trade budget and helps sales optimize spend 
• Supports marketing execution with the sales team. 
• Collaborates with sales teams to develop promotional plans. 

Data Analysis 

• Utilizes data analytics tools to interpret sales data and market research. 
• Prepares regular reports on category performance and trade marketing ROI. 
• Provides actionable insights to stakeholders based on data findings. 

Cross-Functional Collaboration 

• Works closely with sales, marketing, supply chain, and finance teams to ensure alignment of strategies. 
• Coordinates with external partners, including retailers and distributors, to optimize product placement and promotions. 

AI and Innovation Advocate  

• Leverages Artificial Intelligence (AI) and other emerging technologies to transform how we approach category management and trade marketing, pushing our organization forward—even into uncharted, potentially uncomfortable areas.  
• Champions a forward-thinking mindset, continually seeking ways to integrate, measure, and refine these new tools and approaches to drive sustainable growth and efficiency for Sartori. 

QUALIFICATIONS  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 

EDUCATION and/or EXPERIENCE 

• Bachelor’s Degree in Business Administration, Business Analytics, Economics, Finance, Food Marketing, or related field required.  Master’s Degree in Business Administration (MBA) preferred. 
• Minimum 2 years’ experience in Category Management, Trade Marketing, or similar role within the Consumer Packaged Goods (CPG) Industry required. 

OTHER KNOWLEDGE, SKILLS, AND ABILITIES 

• Alignment with Company Values - Demonstrates behaviors and values that reflect the company’s culture. Sartori’s core values are family, commitment, authenticity, ingenuity, integrity, and humility 
• Technical – Foundational understanding of how to leverage AI and/or machine learning applications in data analysis and forecasting. Comfort in data analytic and visualization tools (Excel, Power BI). Experience in advanced data processing tools is a plus.  
• Adaptability in Ambiguity – Demonstrates comfort and confidence in situations with limited or unclear information. 
• Analytical – Able to conclude data in a logical, systematic way with proficiency in data analysis applications. (e.g., 84.51, Nielsen, IRI, Numerator). Understanding of market research techniques and data interpretation. 
• Collaboration – Ability to work well with others by building positive relationships, sharing knowledge and resources, and contributing to a team’s goals. 
• Communication – Ability to articulate thoughts and express ideas verbally and in writing to any audience; listen to gain understanding. 
• Decision quality – Makes sound and timely decisions using a mixture of analysis of information, experience, and judgment. 
• Organization – Effectively plans, prioritizes, and manages tasks, time, and resources to achieve goals efficiently while maintaining attention to detail. 
• Project Management – Demonstrated ability to develop comprehensive project plans, schedules, and milestones. 
• Strategic – Possesses a strategic mindset with the ability to translate goals into an actionable framework that is implemented and measured. 

PHYSICAL DEMANDS  

The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   

While performing the duties of this job, the Team Member is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The Team Member is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.  The Team Member must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, and ability to adjust focus. 

WORK ENVIRONMENT  

The work environment characteristics described here are representative of those a Team Member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The Team Member is not substantially exposed to adverse environmental conditions.