Regional Portfolio Manager - North Central

Req ID: 6659

Department: Sales

Status: Reg F-T Exempt, Exempt

Location: Chicago, Illinois (US-IL)

Workplace Location: Remote

Job Summary

The Regional Portfolio Manager (RPM) will be the primary point of contact for each Zone to coordinate, monitor, and manage key back-of-house functions. This role will work directly with our distributors across multiple TFE departments to facilitate effective communication and alignment between organizations. RPMs will reside within their respective Sales Execution Zone, reporting to the VP, Business Development & Operations. Because this role will interact with many business areas, such as Operations, Finance, Sales, Marketing, and Customer Service, excellent communication skills and a strong understanding of our business are required.

Essential Functions

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. The RPM will work closely with the ZVP, Division Manager, Commercial Operations and Financial Analyst for each zone.

Key Responsibilities

• Inventory management : Enforce distributor compliance with contract days on hand requirement & ensure sufficient inventory available to support NPD, PMP, NRD, NAOP, and other program needs. Serve as primary point person for allocation & reservation orders. Monitor & plan to profitably manage through expired, long-inventory, or delisted SKU clean-up. Oversee efficient transfers of inventory between markets to manage low-inventory or out-of-stock situations.
• Pricing management : Facilitate price change management within zone including but not limited to NRD & NAON price quoting, specific state price calendars, price negotiation with specific distributors.
• Budget Alignment:
• Analyze and make recommendations to ZVP on TFE KPIs (e.g., Inventory DOH, Depletion vs. Goals, Retail General Market Distribution, On-Premise Distribution and Nielsen $Share supplier rank, etc..)
• Participate in monthly TFE corporate financial calls to analyze and deliver actional plans to VP.
• Forecasting : Mid-Month last-mile confirmation, End of Month analysis, NPD build-up, LMF spend mapping full FY, annual depletion forecasting build, risk analysis on negative trending brands, opportunity analysis on growing brands.
• Business Reviews : Build market specific insights on QBRs, Mid-year Business Reviews, Annual Business Reviews and Annual Business Planning. Attend all business reviews in person with Zone VP discretion.
• Sales Execution Programs:
• Lead distributor PMP programming pre-planning for inventory, pricing, incentives, market blitzes, training, and resource integration.
• Communicate and oversee the execution of NRD/NAON actions to distributors. Ensure inventory, pricing, incentives, training, trackers, and execution goals are integrated into distributor chain operations.
• Communicate and oversee the execution of new product launches with the distributor. Ensure new item setup, inventory, pricing, incentives, training, trackers, and execution goals are integrated into distributor sales plans.
• Field Activities: The expectation is 10% of time committed to field work. Suggested activities are but not limited to: Market Surveys, Market Blitzes, General Sales Meetings and, Consumer events. Zone VPs will evaluate the needed presence for specific activity participation.
  

Other Functions & Wine Knowledge Requirements

• Passionate about wine, spirits, and Trinchero Family Estates.
• Comfortable working in a high-performance, fast-paced entrepreneurial team.
• Detailed-oriented, highly organized with the ability to prioritize and manage multiple tasks.
• Training and team-building skills.
• Strong teamwork and team-building skills.
• Able to work independently and as part of a team.
• Proficient working within a budget.
• Knowledge of wine and wine regions that goes beyond the current TFE portfolio.
  
  

Qualifications

• BA/BS degree in business/marketing or related field
• Minimum 5 years sales experience within wholesale and/or supplier network
• Ability and willingness to travel within the assigned area of responsibility.
• Experience within the Bev-alcohol industry and direct distributor management is strongly preferred.
• Demonstrated team leadership ability and experience are preferred.
• Ability to work in a fast-paced environment and maintain focus on key initiatives.
• Strong business and analytical skills, with an aptitude for numbers and spreadsheets.
• Advanced computer skills, including strong command of MS Office Tools: (Excel, PowerPoint, Word, Teams, & SharePoint).
• Understanding of category analytics strategy, syndicated data, VIP, KARMA, and Power BI is preferred.
• Strong presentation ability and project management skills, with meticulous attention to detail.
• Excellent written and verbal communication skills. Strong interpersonal skills.
• Ability to build and utilize relationships with wholesale partners, TFE field teams, and internal TFE management.
• Ability to drive a company vehicle and maintain a valid CDL.
  
  

Working Conditions

• Home-office Fast-paced work environment, with expectations of varied & frequent new projects.
• Frequent long & irregular hours
• Extensive computer work
• Frequent travel, including out-of-state travel.
• Frequent phone calls, emails, and videoconference
• No vision impairments that would prohibit work responsibilities, nor hearing/speaking impairments that would hinder effective communication with our customers.
• Must have a valid driver's license, be able to drive a car, and travel via plane/train as needed.
  
  

Must comply with company safety regulations.

Salary Range: $130,000.00 - $183,600.00

The starting pay will be based on several factors, including but not limited to experience, training, education, and geographic location. TFE offers a comprehensive benefits package that includes medical, dental, vision, life insurance coverage, disability benefits, PTO, wellness programs and fertility and family building benefits. We also provide a 401(k) plan where TFE may make a discretionary profit-sharing contribution.

Trinchero Family Estates provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Trinchero Family Estates complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.