What are the responsibilities and job description for the Trade Planning and Deduction Management Specialist position at C.A. Carlin?
Who We Are
C.A. Carlin stands as one of the preeminent privately owned sales agencies within the Consumer Packaged Goods (CPG) industry. Founded in 1962, the company has established its reputation through enduring partnerships rooted in integrity and performance, complemented by the agile growth derived from collaborations with operational partners C.A. Fortune and C.A. Ferolie.
The firm specializes in converting complex data into actionable insights, subsequently translating these insights into strategic programs executed with precision by our team. We reliably deliver measurable results that align with our clients' objectives and schedules.
With a workforce comprising over 300 associates across multiple offices nationwide, we integrate profound expertise in various categories with a people-first approach. This strategy has earned the trust of a portfolio of iconic global brands. The combination of national reach and personalized service enables the brands we serve to achieve sustainable and meaningful growth.
C.A. Carlin is dedicated to cultivating an inclusive workplace environment. We recognize that a diversity of perspectives enhances our innovation capabilities and deepens our connections with clients, colleagues, and the broader communities we serve.
About The Role
As a Trade Planning & Deduction Management Specialist, you'll serve as a key liaison between C.A. Carlin's Sales Team and our clients' Trade Finance teams, making sure customer promotions are entered accurately and on time. You'll manage promotional plans across multiple trade management systems, review customer deductions for validity, and help shape the processes that keep our trade planning running smoothly. This role is a great fit for a detail-oriented, organized professional who enjoys working with data, communicates with confidence, and wants to build a long-term career growing with our team.
Work Location
Hybrid – Schaumburg, IL (2 days in the office per week)
What You'll Do
The anticipated base salary range for this role is $53,000 – $58,000 per year, depending on experience, qualifications, and skills.
At C.A. Carlin, we’re not looking for perfection. We’re looking for people who are committed to building their careers, growing with our organization, and contributing to a collaborative team environment. We value individuals who are willing to learn, take ownership, and grow with us for the long term.
C.A. Carlin stands as one of the preeminent privately owned sales agencies within the Consumer Packaged Goods (CPG) industry. Founded in 1962, the company has established its reputation through enduring partnerships rooted in integrity and performance, complemented by the agile growth derived from collaborations with operational partners C.A. Fortune and C.A. Ferolie.
The firm specializes in converting complex data into actionable insights, subsequently translating these insights into strategic programs executed with precision by our team. We reliably deliver measurable results that align with our clients' objectives and schedules.
With a workforce comprising over 300 associates across multiple offices nationwide, we integrate profound expertise in various categories with a people-first approach. This strategy has earned the trust of a portfolio of iconic global brands. The combination of national reach and personalized service enables the brands we serve to achieve sustainable and meaningful growth.
C.A. Carlin is dedicated to cultivating an inclusive workplace environment. We recognize that a diversity of perspectives enhances our innovation capabilities and deepens our connections with clients, colleagues, and the broader communities we serve.
About The Role
As a Trade Planning & Deduction Management Specialist, you'll serve as a key liaison between C.A. Carlin's Sales Team and our clients' Trade Finance teams, making sure customer promotions are entered accurately and on time. You'll manage promotional plans across multiple trade management systems, review customer deductions for validity, and help shape the processes that keep our trade planning running smoothly. This role is a great fit for a detail-oriented, organized professional who enjoys working with data, communicates with confidence, and wants to build a long-term career growing with our team.
Work Location
Hybrid – Schaumburg, IL (2 days in the office per week)
What You'll Do
- Build strong relationships with clients and confidently communicate with client contacts through phone and email.
- Learn and navigate a variety of trade management and deduction management systems to accurately enter and maintain promotional plans for assigned clients.
- Help develop and maintain formal procedures, processes, and timelines for trade planning to ensure C.A. Carlin consistently meets and exceeds client expectations.
- Review customer deductions for accuracy and determine the validity of each deduction.
- Maintain a high level of organization and attention to detail while managing multiple clients, deadlines, and priorities.
- Work independently while collaborating closely with the Sales Team and internal partners.
- Contribute to a positive, team-oriented work environment and support continuous process improvement.
- Strong written and verbal communication skills, with confidence interacting with clients and business partners.
- Excellent organizational skills and a high level of attention to detail.
- Strong data entry and analytical skills with a focus on accuracy.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel; experience with Adobe Acrobat is also preferred.
- Experience with deduction management or clearing is preferred.
- Ability to learn new systems, processes, and client requirements quickly.
- Ability to work effectively both independently and as part of a team.
- A resourceful, positive, and solutions-oriented approach to your work.
- Previous trade planning experience.
- Previous CPG industry experience.
- Experience with Adobe Acrobat.
The anticipated base salary range for this role is $53,000 – $58,000 per year, depending on experience, qualifications, and skills.
- PTO and Sick days
- 11 paid company holidays per year
- 1 Floating holiday
- 2 paid volunteer days per year
- Up to 3 months fully paid parental leave (regardless of gender)
- Medical, dental, and vision
- Paid company life insurance
- 401k with company match
- Summer hours (half day Fridays from Memorial Day thru Labor Day)
At C.A. Carlin, we’re not looking for perfection. We’re looking for people who are committed to building their careers, growing with our organization, and contributing to a collaborative team environment. We value individuals who are willing to learn, take ownership, and grow with us for the long term.
Salary : $53,000 - $58,000