Senior Category Insights Analyst
Role details
Job location
Tech stack
Job description
The Senior Category Insights Analyst, Foodservice plays a critical role in supporting the commercial organization through business analysis, sales reporting, category insights, and project coordination. This role partners closely with the Chief Growth Officer and cross-functional teams to provide actionable insights, maintain commercial reporting, and support the execution of growth initiatives., Sales Reporting & Analytics
- Prepare weekly, monthly, and quarterly sales reports, KPI dashboards, and revenue analyses.
- Monitor sales performance against goals and identify meaningful trends and variances.
- Support sales forecasting and budgeting activities by compiling and validating data.
- Maintain CRM and ERP data integrity to ensure accurate reporting and visibility into customer activity.
- Assist in developing executive-level presentations and business updates.
Sales Operations & Project Support
- Coordinate timelines and deliverables for commercial initiatives by tracking action items and following up with stakeholders.
- Support cross-functional projects involving Sales, Marketing, Operations, Finance, and R&D.
- Prepare meeting agendas, capture meeting notes, and document action items.
- Assist with new product launch coordination and customer project tracking.
Category & Business Insights
- Analyze foodservice industry trends, customer performance, and competitive activity using internal and external data sources.
- Utilize tools such as Technomic, Datassential, CRM, ERP, and internal sales reports to identify opportunities and risks.
- Develop recurring reports and dashboards that provide actionable insights for sales leadership.
- Support category reviews, customer business reviews, and annual planning presentations.
- Assist in pricing and promotional analysis by evaluating customer trends and business performance.
Requirements
The ideal candidate is analytical, detail-oriented, and highly organized, with the ability to transform data into meaningful business recommendations while coordinating multiple priorities in a fast-paced environment., * Bachelor's degree in Business, Marketing, Finance, Economics, or a related field.
- 3-5 years of experience in business analysis, sales analytics, category management, sales operations, or commercial support.
- Advanced Microsoft Excel skills (Pivot Tables, XLOOKUP, Power Query preferred).
- Strong PowerPoint presentation development skills.
- Experience working with CRM and ERP systems.
- Excellent analytical, organizational, and communication skills.
- Ability to manage multiple priorities in a collaborative environment.
Preferred
- Foodservice or food manufacturing experience.
- Experience with Technomic, Datassential, Circana, or similar market research tools.
- Exposure to Salesforce, Sage, NetSuite, or Blacksmith.
- Experience supporting National Accounts or commercial teams.
- Familiarity with Power BI or Tableau.
Benefits & conditions
Pulled from the full job description
- 401(k)
- Health insurance
- Paid time off
- Vision insurance
- Health savings account
- Dental insurance, The pay range for this role considers the wide array of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current range is $40.00 - $45.00 per hour.
Work Conditions
· In person in Pleasanton, CA headquarters office with Flex Fridays
Pay: $40.00 - $45.00 per hour, * 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Vision insurance