Sales Planning Analyst

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.