Wine Portfolio Manager

Position Summary

The Wine Portfolio Manager is a strategic, cross-functional role designed to enhance sales effectiveness and customer execution across multiple sales divisions in both sales channels. This position partners closely with sales leadership and field teams to align programs, incentives, and trade initiatives with broader business objectives. By turning strategy into clear, executable tools and insights, the role helps drive consistent execution, stronger customer relationships, and sustainable portfolio growth within a wine and spirits wholesale environment.

Key Responsibilities

• Support multiple sales divisions by serving as a sales-facing resource that helps translate programs, incentives, and priorities into clear, actionable tools for the field.
• Manage the creation, organization, and ongoing maintenance of wine program books, ensuring accuracy, clarity, and alignment with sales objectives.
• Develop and update sell sheets and sales support materials that enable effective customer conversations and reinforce portfolio priorities.
• Track sales incentives, program performance, and execution metrics across divisions, providing clear reporting and visibility to sales leadership.
• Support trade audit control and compliance efforts by helping ensure programs, incentives, and trade spend are executed in accordance with company policies and regulatory requirements.
• Provide trade marketing (to include merchandising) support by coordinating point-of-sale (POS) needs, assisting with order events, and supporting key selling periods and promotions.
• Create, distribute, and analyze surveys to gather feedback from sales teams and customers, using insights to improve execution and program effectiveness.
• Partner closely with sales teams to reinforce best practices, support execution challenges, and improve consistency and effectiveness in the market.
• Act as an internal connector by gathering field feedback, identifying gaps or opportunities, and collaborating with internal teams to improve overall sales execution.
• Support and lead wine dinners, wine maker events, industry trade show.

Qualifications & Experience

• Minimum of 5–7 years of experience in wine and spirits sales, supplier management, or wholesale operations.
• Strong understanding of the three-tier system and trade marketing practices.
• Proven ability to manage multiple priorities across divisions and stakeholders.
• Advanced wine knowledge (WSET, CMS, or equivalent experience).
• Strong analytical, organizational, and communication skills.

Key Competencies

• Cross-functional collaboration
• Program and project management
• Trade marketing execution
• Data tracking and reporting accuracy
• Supplier relationship management

Success Metrics

• Timely and accurate execution of supplier programs and program books
• Effectiveness and compliance of incentive tracking and trade audits
• Sales team adoption and utilization of sell sheets and tools
• Supplier satisfaction and quality of communication
• Improved consistency of trade marketing execution across divisions