
Trade Specialist
Required skills
- Microsoft Office
- data analysis
- client systems
- reconciliation
- deduction management
- contract analysis
- KPI reporting
Role summary
The Trade Specialist is a key liaison between the trade organization, sales teams, and shared services, providing analytical, systems, and reconciliation expertise for trade investment accuracy across Grocery, Natural, and Small Format channels. This role involves managing complex client systems, resolving exceptions, and ensuring alignment between contracts, customer execution, and financial settlement. Responsibilities include analyzing contracts, auditing deductions, driving reconciliation, owning KPIs for open balances, providing problem-solving support, and facilitating cross-functional collaboration. The ideal candidate is detail-driven, highly analytical, possesses strong business judgment, and can manage multiple priorities under tight deadlines.
The Trade Specialist serves as a critical liaison between the centralized trade organization, client-facing sales teams, and internal shared services. This role provides analytical, systems, and reconciliation expertise to support trade investment accuracy and effectiveness across Grocery, Natural, and Small Format channels. The Trade Specialist independently manages complex client systems, drives exception resolution, and ensures alignment between contractual agreements, customer execution, and financial settlement processes.
Responsibilities
As a Trade Specialist, you’ll play a key role in ensuring seamless client operations and driving business success. Your day-to-day will involve:
- Managing strategic client systems to maintain accuracy and efficiency across processes.
- Analyzing and comparing client contracts for dates, rates, and product details to ensure compliance and precision.
- Auditing client events to validate deduction application accuracy and uphold financial integrity.
- Driving timely reconciliation processes between client requests, deduction balances, and customer timelines.
- Owning key performance indicators (KPIs) for open deduction balances and delivering insightful reporting on client KPIs and outstanding balances.
- Providing problem-solving support for Global Business Services, including customer backup documentation and SOP updates.
- Facilitating collaboration through regular cadences with cross-functional teams (daily, weekly, and monthly) to align on goals and resolve challenges.
Qualifications
We’re looking for a detail-driven professional who thrives in a fast-paced, analytical environment. To succeed in this role, you should bring:
- Education:
- High School Diploma or GED required
- Technical Skills:
- Strong proficiency in Microsoft Office and computer applications
- Ability to work with data, analyze trends, and generate actionable insights
- Core Competencies:
- Highly analytical with exceptional problem-solving skills
- Strong business judgment and confidence in decision-making
- Ability to manage multiple priorities and deliver results under tight timelines
If you’re passionate about driving operational excellence and collaborating across teams, this role offers the opportunity to make a measurable impact.
#DiscoverYourPath
Acosta is a part of Acosta Group – a collective of the industry’s most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey. Specializing in retail sales services, digital strategy, and business intelligence, Acosta empowers brands to thrive in the world of omnichannel shopping. Our sales and digital teams build lasting relationships, ensuring our client brands get the space they deserve in stores and outperform the competition online, while our merch reps make brands shine in retail locations across the world. But it’s not just about what we do – it’s about who we are. With a team of over 20,000 associates, we’re a community of forward-thinking, value-driven professionals committed to an unmatched level of trust and transparency in the industry. And, we understand the importance of work-life balance, which is why many of our field roles provide our associates with flexible scheduling options. Join us and be a part of a team that values growth and making a real impact for our clients, retail partners and their customers. Acosta Group is an equal opportunity employer and will ensure that applicants with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed, please contact AskHR@acosta.com. Be sure to include "Applicant Accommodation" in the subject of your email to expedite the request. Acosta Group believes in good faith that the minimum and maximum annual salary or hourly compensation range for this opportunity is accurate and reasonable at the time of posting. The Acosta Group utilizes E-Verify for validating the ability to work in the United States for all job candidates. If you want more information on what this entails and your rights as a job applicant, please use the link provided to access information on our use of E-Verify and your right to work. Employer Resources (e-verify.gov) By applying, you agree to our Privacy Policy and Terms and Conditions of Use. #DiscoverYourPath
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