Assistant Manager - Sales

Job description

Overview

This is a Foodservice Analyst role for all contract setups and payments (current, renewal and new contracts). Role will include contract management, expired tactics and all payments. Creating a strong relationship with Sales (KAM/FSRs) and Finance. This role requires analytical thinking, flexibility to adapt to changes, proactiveness and relationship-building skills.

Responsibilities

Functional Responsibilities:

 

Ensure accurate and timely delivery of tasks outlined below

•        Build a working relationship with division teams and understand the work to be completed

•        Work closely with the current HBS West Division FS team as well as with PBNA Division SMEs to learn the contracts, payments and legal processes and details

•        Request, review and maintain files

CONTRACT SET UP & MAINTAINENCE (process steps may vary by Division based on Finance requirements)

•        Review BAM vs Contract

•        Contact the contract owner/FSR with a list of items that do not align with the BAM

•        Using Finance approval email, setup contract as written

•        Setup the contract's tactics in TPM

•        Estimate combined DSD & PDP annual rebate payments per Sales Location based on BAM

•        Add FOBO information in the tactics to include their portion of the payment(s)

•        Verify if there is OTS funding supporting this contract

•        Ensure documentation is saved for all funding

•        Add the supplier number to the tactics and roll all tactics for the term of the contract

•        Send email confirmation to contract owner of completed TPM setup

CONTRACT SET UP & MAINTAINCE- 3POs or Third-Party Operators (process steps may vary by Division based on Finance requirements)

•        Setup 4 quarterly BASE tactics for all B&C set at a rate determined by Finance

•        Weekly reports are sent to the Sales Team with performance status and SKU requirements

•        The accrual rate is adjusted based on performance and forecast 2-3 days before quarter-end

•        A final report for the quarter is distributed to Sales and TPM Teams

•        Did the customer have net revenue growth to earn a payment

•        Did the customer meet all the SKU requirements

•        Contact Sales Team to inform them that SKUs were missed

•        Payment is denied and tactic moves to Completed status

•        Print a pdf of the Finance report and attach as backup to the payment in TPM

•        Adjust the amount to match the report from Finance and approve the payment

•        Send email confirmation to contract owner and Channel Manager of approved payment

CONTRACT ROLL OVER (process steps may vary by Division based on Finance requirements)

•        Quarterly check whether customer contract has a VTH (Volume Threshold) or auto renewal clause

•        Is VTH (Volume Threshold) met by the customer

•        The backup report is attached based on which the rollover period is determined

•        Rollover is created in the TPM for all the rebates tactic

PAYMENTS (process steps may vary by Division based on Finance requirements)

•        Monitor all pending payments in TPM. Manual and volume based Payment require Hub to interact for payment.

•        What is the payment type? (PDP or Dual DSD & PDP)

•        Lookup the distributor name by pulling a PDP report in ERT

•        Request a volume report from the KAM providing the COF, delivery address, distributor name and specific timeframe

•        The report is formatted and the payment calculations are added for backup

•        Run a DSD volume report and add volume to payment calculations if needed

•        Is a volume or net revenue report needed to validate the payment? (adjustable lump sum or rebates)

•        Assigned to Sales Team runs the DSD ERT report, formats it and calculates the payment

•        Request a volume report from the contract owner providing the FOBO name, delivery address and specific timeframe

•        The report is formatted and the payment calculations are added for backup

•        The FOBO payment request is adjusted and completed in TPM with a new payment dropping the next day

•        Does the automatic payment (Advance and EOY) in TPM need to be adjusted

•        Contractual lump sum payments not tied to performance requirements are moved to KAM Manager Review status

•        Standard in arrears payments (typically EOY) are adjusted based on the backup report and moved to KAM Manager Review status

•        The backup report is attached to the payment and it's moved to KAM Manager Review status

•        The SPA-Finance Team creates the manual payment, attaches the invoice (i.e. Marketing fund) and moves the payment to KAM Manager Review status

•        Email is sent to contract owner and Channel Manager with any backup documents and confirmation of approved payment

•        Notes are added to the LTA or tactic to avoid accidental approval until the payment is ready for

•        Reminder emails are sent to the contract owner and Channel Manager on a Period basis asking for status of payment until completed

•        If the payment will never be paid, the payment is denied and the tactic is closed

Qualifications

·       3-4 years of experience as junior/mid-level analytics professional with experience, preferably in a leading consumer goods company

·       Bachelors in finance or economics

·       Strong knowledge of MS Office programs specifically Excel

·       Have 1+ years’ experience using SAP & Oracle platforms

·       Propensity to learn PepsiCo software systems

·       Highly organized and responsive, with ability to work to SLAs and tight deadlines

·       Best-in-class time management skills, ability to multitask, set priorities and plan

·       Excellent written and oral communication skills; proactively communicates using appropriate methods for situation and audience in clear, concise and professional manner

·       Ability to provide superior customer service

·       Language Skills – Fluent English