Sales Planning & Analytics Analyst

Job summary

Plan trade shows and customer events, coordinate sales priorities, and support field team execution and onboarding. Develop CRM reports and dashboards, analyze sales and market data, and provide insights, forecasts, and recommendations to sales leaders and cross-functional partners.

Job details

Sales Planning & Analytics Analyst Location: Montreal, Quebec, Canada (On-site) Industry: Food and Beverage Services Work Setting: On-site Are you passionate about transforming sales data into actionable insights, driving field execution excellence, and supporting high-performing sales teams through analytics and strategic planning? We are seeking a detail-oriented and analytical professional to support sales planning, reporting, and field sales effectiveness. In this role, you will work closely with sales leadership and cross-functional teams to deliver insights, enhance reporting capabilities, support customer-facing initiatives, and help achieve business growth objectives. The ideal candidate is proactive, resourceful, and thrives in a fast-paced consumer products environment. Key Responsibilities Lead the planning and execution of industry trade shows and customer events, ensuring a consistent and professional brand presence through effective logistics, asset management, promotional material coordination, and event support. Partner with sales and field teams to align on monthly priorities, communicate key initiatives, and support execution across multiple markets. Develop, maintain, and improve CRM reporting, dashboards, and sales tracking tools that enable data-driven decision-making. Monitor field sales execution, performance metrics, and compliance through reporting and analytical insights. Deliver ad hoc reporting, business analysis, and recommendations to sales leaders and key stakeholders. Support onboarding initiatives for new field sales team members by providing reporting tools, resources, and operational guidance. Assist leadership with trade planning, business reviews, forecasting support, presentations, and strategic projects. Collaborate with cross-functional teams including Sales, Marketing, Category Management, Revenue Management, Finance, Supply Chain, and Product teams to support business initiatives and execution. Analyze sales and market data from multiple sources to identify trends, opportunities, risks, and performance drivers. Qualifications Bachelor's degree in Business, Marketing, Sales, Analytics, or a related field. 3-5 years of experience in Sales, Field Sales, Marketing, Trade Marketing, Sales Operations, or a related commercial function. Experience within consumer goods, retail, manufacturing, or other fast-paced commercial environments is preferred. Demonstrated experience supporting trade shows, customer events, or sales activation programs. Strong analytical mindset with the ability to manage complex processes and translate data into meaningful business insights. Experience creating reports, dashboards, and performance tracking tools. Advanced Microsoft Excel and PowerPoint skills. Familiarity with CRM platforms such as Salesforce or similar customer management systems preferred. Experience working with point-of-sale, syndicated, retailer, or market performance data is an advantage. Excellent written and verbal communication skills with the ability to influence stakeholders across functions. Highly organized, self-motivated, and capable of managing multiple priorities in a dynamic environment. Proven ability to build collaborative relationships and work effectively with cross-functional teams.

What you’ll do

Plan trade shows and customer events, coordinate sales priorities, and support field team execution and onboarding. Develop CRM reports and dashboards, analyze sales and market data, and provide insights, forecasts, and recommendations to sales leaders and cross-functional partners.

Requirements

Requires a bachelor's degree in business, marketing, sales, analytics, or a related field, plus 3–5 years of experience in sales, field sales, marketing, trade marketing, sales operations, or a related commercial function. Candidates should have strong analytical, reporting, Excel, PowerPoint, communication, and organizational skills; consumer goods or retail experience, CRM familiarity, and event support experience are preferred or advantageous.

Listed skills

• Data analysis · Preferred
• Microsoft Excel · Preferred
• Forecasting · Preferred
• Business analysis · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales Analytics
• Sales Planning
• Data Analysis
• CRM Reporting
• Dashboard Development
• Microsoft Excel
• Microsoft PowerPoint
• Trade Show Planning
• Event Coordination
• Field Sales Execution
• Performance Tracking
• Forecasting
• Business Analysis
• Cross-Functional Collaboration
• Stakeholder Communication
• Market Data Analysis

Job areas

• Sales
• Data & Analytics
• Marketing
• Food & Beverage

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