Sales Operations Manager at Traditional Medicinals Rohnert Park, CA

Sales Operations Manager job at Traditional Medicinals. Rohnert Park, CA.

The Sales Operations Manager plays a key role in enabling profitable, data-informed growth in alignment with company objectives. As a strategic member of the Sales Strategy & Planning (SS&P) team, this role will lead key initiatives across sales strategy, forecasting, budgeting, trade spend management, and sales activity tracking. The person in this role will serve as a trusted cross-functional partner to sales, marketing, supply chain, and finance ensuring the commercial team has the tools, data, and framework to drive customer success.

• Collaborate with the sales team to develop, present, execute, and monitor performance of strategic plans that effectively meet customer & organizational goals
• Participate in the sales forecasting process, supporting accurate and timely sales forecasts as part of the Integrated Business Planning process
• Drive the execution of the commercial annual plans, serving as a key contributor to budgeting and forecasting activities across topline sales, trade spend, direct spend, and administrative expenses.

• Proactively identify opportunities for profitable growth in alignment with organizational strategies
• Oversee continuous usage and enhancements to Trade Promotion software to ensure promotional volume and investments are accurately captured enabling reliable forecasts, sound financial accruals and data-driven business decisions
• Design and implement reporting dashboards to track key performance indicators (KPIs) and statuses of key sales initiatives

• Analyze sales data to provide actionable insights that drive profitable growth and operational efficiency
• Support post promotional event analysis and business reviews by providing accurate sales and promotional impact data
• Monitor customer and market trends to support decision-making and strategy refinement
• Centralize and oversee the management of trade spend planning. Implement systems to measure return on investment and optimize trade spend

• Act as a liaison between sales, marketing, supply chain, and finance teams to ensure seamless execution of initiatives
• Support field sales by designing and implementing standard operating procedures to increase efficiency and enable cross-functional collaboration/communication

• Foster a culture of continuous improvement and accountability within the sales operations function

• Bachelor’s degree in business, finance, economics, or a related field
• 5+ years of experience in sales operations, sales strategy, business analysis, or commercialize management roles – preferably in the CPG industry
• Experience with trade management tools & syndicated data (SPINS preferred)
• Extensive background in data analytics and using data-driven insights to influence cross-functional teams
• Advanced Microsoft Office skills required, especially Excel & Power Point

• Strong analytical skills with the ability to interpret data and drive insights
• Excellent communication and interpersonal abilities, with a proven track record of influencing cross-functional teams
• Solutions-focused mindset, with a commitment to addressing challenges effectively
• Collaborative team player who proactively fosters strong partnerships
• Critical thinker with a bias for action and a results-oriented approach
• Problem-solving expertise with a proven ability to address complex business challenges
• Demonstrates initiative and a proactive approach to tasks and projects
• Comfortable navigating ambiguity and adapting to complex & evolving business needs

• Advanced Microsoft Excel and Power Point
• Experience with Trade Pro or other TPM systems and syndicated data sources (SPINS)

• As a sales position, there will be occasional overnight travel required (up to 10%)

• This position is based in Rohnert Park, CA. Office hours are Monday through Friday, 8:30 – 5:00 pm. This is a hybrid role offering the flexibility to occasionally work remotely. Expected…