What We Do
At C.A. Fortune, we aspire to maintain our position as the nation’s leading consumer brands agency. We realize how fortunate we are (pun intended) to offer comprehensive solutions to our clients. From sales management to marketing, all the way down to insights and e-commerce, our boutique service model offers a breadth of services to our clients.
Who We Are
People. Passion. Purpose. Our people are the core of our business. Our unique boutique service model allows our people to follow their passions with a purpose, all while delivering excellent services to our clients. We are committed to living out our values. We are fearless and curious innovators who lead with solutions, empower others, and do the right thing, always. We are a family-first organization and recognize the importance of a healthy and flexible work-life balance, a positive support system, and the power of diversity and inclusion.
Overview of the Role
- We’re looking for a detail-oriented and proactive Sales Planner to support our Sales and Commercial teams in managing trade spend, driving forecast accuracy, and analyzing performance across our food and beverage portfolio. This role is instrumental in helping us grow profitably by ensuring our promotional plans are optimized and aligned with both internal goals and customer expectations.
- You will work cross-functionally with Sales, Marketing, Finance, and Supply Chain teams to support planning cycles, analyze trade performance, and drive process improvements that enhance forecast accuracy and trade return on investment.
- Location: Fully Remote, but if local to Chicago, IL will observe a hybrid schedule in office 3 days a week
- Salary range $65,000 - $72,000 based on experience, qualifications and skills.
- At C.A. we’re not looking for perfection, just people that want to commit to a us and grow their careers long-term. We are on a mission to build better brands that inspire healthier lifestyles for consumers and their families. If you’re looking for a sign to apply, here it is!
What You’ll Do at C.A. Fortune
- Develop and maintain sales forecasts by customer, channel, and product line, working closely with Sales and Sales Development.
- Support the planning, tracking, and evaluation of trade promotions, ensuring alignment with sales targets and brand strategies.
- Maintain accuracy in the trade promotion management (TPM) system, including promotion entry, accrual tracking, and deduction reconciliation.
- Analyze promotional effectiveness and provide actionable insights to improve ROI on trade spend.
- Collaborate on the development of annual customer plans, including volume targets, promotional calendars, and investment budgets.
- Partner with clients to ensure accuracy of trade accruals and support monthly and quarterly close processes.
- Work closely with the clients to ensure demand plans align with operational capabilities and inventory goals.
- Support reporting and performance tracking dashboards for internal and external stakeholders.
What You Should Bring to the Table
- Bachelor’s degree in Business, Marketing, Finance, Supply Chain, or a related field.
- 2–5 years of experience in sales planning, trade marketing, or demand forecasting within the food & beverage or CPG industry.
- Experience working with TPM systems (e.g., SAP, AFS, TradePro) and syndicated data sources (IRI, Nielsen, SPINS).
- Advanced Excel skills; familiarity with data visualization tools (e.g., Power BI, Tableau) is a plus.
- Strong analytical, organizational, and communication skills.
- Ability to work collaboratively in a fast-paced, cross-functional environment.
You Will Stand Out If You Have
- Experience with customer planning processes for major grocery, club, or foodservice accounts.
- Understanding of trade mechanics, deduction resolution, and post-event analysis in a food or beverage environment.
- Knowledge of category management or channel-specific dynamics
- Experience working with wholesalers such as UNFI, C&S, AWG, or SpartanNash
Perks
- PTO and Sick days
- 11 paid company holidays per year
- 1 Floating holiday
- 2 paid volunteer days per year
- Bonus eligible
- 3 months fully paid parental leave (regardless of gender)
- Medical, dental, and vision
- Paid company life insurance
- 401k with company match
- Summer hours (half day Fridays from Memorial Day thru Labor Day)
- Work from home flexibility
Come As You Are
C.A. is committed to making our company more inclusive. Diversity fuels our innovation and better connects us to our clients, our colleagues, and our communities. Based on research, we know that women and other marginalized groups tend to apply to roles only when their experience perfectly matches the job description. That said, we encourage you to apply if you meet the majority of qualifications, especially if this role aligns with your career trajectory.
Top Skills
What We Do
We are committed to making brands better through passionate people and advancing technologies, inspiring healthier lifestyles for consumers and their families. As the nation's leading vertically integrated consumer brands agency, we seek to strengthen brands of all sizes from incubation to market leader, guided by the industry's thought leaders and cutting-edge technology.
Why Work With Us
If you're a go getter, willing to roll up your sleeves, a creative (ish) thinker, someone who doesn't mind bad jokes, and appreciative of constructive, forward-thinking feedback loops...then we're probably (okay...almost certain) the company you're looking for.
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