Assistant Manager – Sales

Communication, Customer Satisfaction, Customer Service, Finance, Forecasting, Sales and Marketing, Sales Presentations, Service-Level Agreements (SLA), Skilled Multi-tasker, Statutory Accounting Principles (SAP)
March 11, 2024
Full Time

Job Description

About the job

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