Category Planning Specialist

Posted 4 Hours Ago
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Middleton, WI, USA
In-Office
Entry level
Food • Logistics • 3PL: Third Party Logistics
The Role
Develops category strategies, analyzes sales and shopper trends, creates shelf plans and assortments, coordinates in-store resets, and supports merchandising and promotional execution. Builds relationships with retailers, sales teams, and suppliers while monitoring category performance and recommending growth opportunities. Requires strong analytical, communication, presentation, negotiation, organizational, and problem-solving skills, along with a valid driver's license and ability to obtain required liquor sales permits.
Summary Generated by Built In

Description

Frank Beverage Group in Middleton, WI is looking for a Category Planning Specialist to join our team!

The Category Planning Specialist plays an important role in driving sales growth and strengthening our retail partnerships. This position works closely with sales teams, retailers, and supplier partners to develop category strategies, improve product placement, and maximize merchandising opportunities. From analyzing sales trends and developing shelf plans to coordinating in-store resets, this role helps bring our beverage brands to life while creating value for our customers and business.

What You'll Do

  • Develop and implement category management strategies that grow sales, market share, product distribution, and shelf space.
  • Analyze sales data, market trends, and shopper insights to identify opportunities and make informed business recommendations.
  • Design and present shelf sets, product assortments, and merchandising plans that align with customer and supplier goals.
  • Build strong relationships with retailers, sales teams, and supplier partners to support business growth.
  • Lead and coordinate in-store shelf and cooler resets, ensuring accurate and timely execution.
  • Identify opportunities for new product placements, promotional displays, and point-of-sale materials.
  • Monitor category performance through reporting, account analysis, and pre- and post-reset evaluations.
  • Partner with sales leadership to develop plans, track results, and continuously improve execution.
  • Maintain knowledge of our product portfolio, pricing, promotions, and industry trends.
  • Participate in sales meetings, supplier initiatives, and team training while providing sales support as needed.

Requirements

What We're Looking For

  • High School Diploma or GED required; Bachelor's degree preferred.
  • Previous beverage industry sales experience, on- or off-premise, highly preferred.
  • Experience in the Consumer Packaged Goods (CPG) industry or category management is a plus.
  • Proficiency in category management software, eoStar, and other industry applications preferred.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent communication, presentation, negotiation, and relationship-building abilities.
  • Ability to manage multiple priorities, adapt to changing needs, and work collaboratively across teams.
  • A proactive, results-driven mindset with strong attention to detail.
  • Valid driver's license, reliable transportation, and proof of insurance required.
  • Ability to obtain and maintain a liquor salesperson permit and other required licenses.
  • Flexibility to work occasional evenings, weekends, and holidays as business needs require.

  

We offer a professional, safe and friendly work environment as well as a comprehensive benefits package and competitive pay structure.

Frank Beverage Group is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.

Skills Required

  • High school diploma or GED
  • Bachelor's degree
  • Previous beverage industry sales experience
  • Consumer packaged goods or category management experience
  • Proficiency in category management software, eoStar, and other industry applications
  • Strong analytical, organizational, and problem-solving skills
  • Excellent communication, presentation, negotiation, and relationship-building abilities
  • Ability to manage multiple priorities, adapt to changing needs, and work collaboratively
  • Proactive, results-driven mindset with strong attention to detail
  • Valid driver's license, reliable transportation, and proof of insurance
  • Ability to obtain and maintain a liquor salesperson permit and other required licenses
  • Flexibility to work occasional evenings, weekends, and holidays
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The Company
HQ: Middleton, WI
950 Employees

What We Do

Frank Beverage Group is a family-owned and operated distribution company specializing in beer, wine, and spirits. Serving southern Wisconsin, the company operates through four business units with warehousing and distribution facilities in Middleton, Sussex, Beloit, and Fennimore. They are dedicated to providing high-quality service to their customers and suppliers through a professional sales, merchandising, and delivery force.

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