Support Specialist, Sales Operations

This Support Specialist, Sales Operations plays a critical role in ensuring accurate and timely execution of trade promotions and new item launches. This role balances hands-on execution of retailer portal submissions and new item paperwork with ownership of TPM system administration and reporting. The ideal candidate is extremely detail-oriented, diligent in tracking submission deadlines, and skilled at managing contracts, forms, and data accuracy. 

Retailer Promotion & Item Setup 

• Enter and maintain promotions in retailer portals, ensuring accuracy and compliance with retailer requirements.
• Complete and submit new item paperwork, contracts, and forms on time, diligently tracking deadlines to prevent delays in launches or promotions.
• Coordinate with Sales Managers, Brokers, and other cross-functional teams to gather required information and documentation for submissions.
• Organize and maintain promotional event records, agreements, and other retailer documents.  
• Monitor submission status and resolve discrepancies proactively to ensure seamless execution at retail. 

TPM Systems & Trade Support 

• Partner with Sales, Brokers, and Trade Finance teams to ensure trade promotion data is entered, approved, and reconciled accurately and on time. 
• Distribute reporting on trade promotion activity to support accrual management, financial reconciliation, and post-promotion reviews. 

Process Support 

• Facilitate clear communication between Sales Managers, retailers, and cross-functional teams to verify promotional details, ensure accurate retailer execution, and proactively resolve data discrepancies. 
• Troubleshoot issues in TPM and retailer portals, partnering with cross-functional teams to streamline workflows and improve efficiency.
• Act as a detail-driven steward of deadlines and compliance, ensuring contracts, forms, and submissions are completed accurately and on schedule.
• Assist in identifying process gaps and suggest ways to streamline workflows.
• Maintain organized and accurate account records for financial audit purposes. 

• 2–3 years of experience in trade promotion management, sales operations support, or related fields.
• Experience with data entry in TPM and retailer portal systems, or similar platforms.
• Proven ability to coordinate activities and serve as a liaison between cross-functional teams.
• Strong attention to detail with demonstrated success in managing deadlines, high volumes of administrative tasks, and maintaining data integrity.
• Excellent organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment.
• Experience in reporting tools (e.g., Power BI) for data extraction and report preparation.
• Proficient in Microsoft Excel, with the ability to analyze, manage, and report on trade promotion data effectively. 

• BS/BA degree in Business, Finance, or a related field
• Experience in the Consumer Packaged Goods (CPG) industry, particularly with trade promotion management in fast-moving retail environments.
• Experience with SAP or other ERP system is a plus 

THINGS ABOUT THE WAY WE WORK:

• No two days here are the same.
• We try to be good team members and good communicators, but we don’t live by hierarchy and structure – everyone is a difference maker here.
• We make a lot of decisions in the face of incomplete information – our team embraces ambiguity and tries to make good decisions fast rather than great decisions slow
• We believe our job is to take smart risk, not to eliminate risk.
• We believe in growing our skills and becoming a better company with more managerial expertise, but we are an entrepreneurial company at heart.
• We aren’t trying to be average – we want to do exceptional things and we are willing to work hard to achieve them.

LOCATION AND TRAVEL:

The position will be based out of our 20,000 sq. foot office in Walnut Creek, CA. We strongly believe in the power of culture and community and have a hybrid work structure with 4 days in the office on a weekly basis to encourage collaboration and personal connections that will allow us to better serve our customers and consumer and to have more fun. We have 1 flex day per week with employees having the opportunity to choose to be either in the office or to work from home based on what makes most sense for them.

The expected starting salary range for this role is $90,000 - $105,000 per year + Annual Bonus + Equity. We may ultimately pay more or less than the posted range based on the location of the role. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance and business needs. Benefits include Medical / Rx, Dental, Vision, 401K + Match, Commuter Benefit, EAP, etc.