Data Insights & Shelf Set Coordinator

Direct Report To:
Director of National Accounts

Summary: The Data Insights & Shelf Set Coordinator leads the development and implementation of shopper-first shelf-set strategies across beer, wine, spirits, ready-to-drink products, and adjacent beverage segments. The role converts shopper, consumer, category, and sales data into practical assortment, space, and merchandising recommendations that improve the shopping experience and drive category growth. This position leads a team and owns the shelf-set process from insight development and strategic design through execution, measurement, and continuous improvement.

• Lead shopper-first shelf-set strategies across beer, wine, spirits, ready-to-drink products, and adjacent beverage segments.
• Create planograms, assortment recommendations, shelving standards, and space-allocation strategies that improve navigation, product discovery, category performance, and retailer value.
• Lead shelf resets, modular reviews, and retailer-specific projects from strategic planning through field implementation and post-execution evaluation.
• Adapt shelf-set strategies by retailer, channel, store cluster, geography, shopper profile, and category-purchasing behavior.

• Integrate Circana, retailer point-of-sale, shopper, loyalty, household panel, internal sales, Beer Institute, and supplier category-management data to identify actionable insights.
• Evaluate assortment productivity, item incrementality, space-to-sales relationships, distribution gaps, duplication, out-of-stocks, and emerging category trends.
• Translate complex data into clear recommendations, dashboards, scorecards, and presentations for sales teams, commercial leadership, suppliers, and retailer partners.
• Measure shelf-set performance and establish test-and-learn programs that support continuous improvement.

• Partner with Category Management, Sales, Marketing, Consumer Insights, Commercial Strategy, Revenue Growth Management, suppliers, and retailers to develop customer-specific shelving recommendations and category reviews.
• Balance shopper needs, category growth, retailer strategies, operational requirements, and company portfolio priorities.
• Present shelf-set strategies and supporting insights to internal leadership and retail customers.
• Serve as the company subject-matter expert for shelf planning, assortment analytics, space productivity, and shopper-led merchandising.

• Lead, coach, and develop a team of two by establishing clear responsibilities, priorities, performance expectations, and professional-development plans.
• Manage shelf-set calendars, project timelines, analytical standards, templates, documentation, and quality-control processes.
• Ensure shelf-set recommendations and customer materials comply with company policies, retailer requirements, applicable alcohol regulations, and trade-practice rules.
• Improve reporting, automation, data quality, workflow efficiency, and consistency across the shelf-set process.

• Shopper-first thinking and strategic category perspective
• Analytical curiosity, sound judgment, and attention to data accuracy
• Leadership, coaching, and talent development
• Cross-functional collaboration and retailer/customer orientation
• Clear, persuasive communication and data storytelling
• Commercial and financial acumen
• Project management, change leadership, and bias for action
• Integrity and responsible decision-making

• Support special category-management, customer, supplier, and commercial projects as assigned.
• Participate in retailer meetings, market visits, shelf resets, industry events, and relevant training.
• Perform…