Sales & Marketing Analyst
At Folio, we don’t just seek employees with a proven track record of success in their chosen profession, we seek to have an organization filled with individuals whose Values and Character align with our Core Values. These values play a key role in the success of our organization.
The employees at Folio Fine Wine Partners are the most important part of our organization. We encourage a Culture where individuals feel valued, their unique contributions are appreciated, and they’re provided with challenge and opportunity to learn and grow. We appreciate the challenges our working families face and we are sensitive to the needs of the communities we live in.
Folio employees are curious and creative. They will routinely question process or methods to find better, more efficient ways of doing things. They are uncomfortable with the status quo and always wonder “what if . . . “ They will find new, creative ways of accomplishing tasks in a more efficient and effective manner.
The Integrity of a Folio employee would never come in to question. They don’t need to be reminded to consider if something is legal, ethical, and the right thing to do for the business. They will always hold true to their word and never compromise our business or that of our partners and customers. They are leaders who take ownership of their duties and responsibilities, and strive to perform them at exceptional levels. They hold themselves and others accountable for the highest quality work.
Sense of Urgency
Folio employees anticipate and recognize when a task or priority requires a true sense of urgency, and they respond appropriately. They are individuals who display a true passion for their work and for Folio. They are driven to complete tasks, achieve goals, and they are optimistic and don’t give up. A Folio employee is always mindful of deadlines and priorities, and will go the extra mile to get the job done.
A Folio employee will strive to ensure not only their own success, but also the success of their customers – internal and external. They will consistently give credit appropriately, and have a true desire to see others succeed as much as if not more than themselves. They are excellent listeners, seeking collaboration to find mutually beneficial outcomes. They are flexible and open to change and new ideas. They are always seeking opportunities to learn, grow and develop their own skills and knowledge.
Reporting to the VP of Marketing, the Sales & Marketing Analyst is responsible for providing information and insights that facilitate key company decisions, helping to drive profitable growth and goal achievement. The Sales & Marketing Analyst will support the annual sales planning process, working to create and disseminate annual budgets by time period and geography. This position collaborates closely with all aspects of the organization, including Sales, Marketing and Finance, and requires excellent communication skills and a good commercial understanding of business issues.
Marketing & Sales Planning, Forecasting, Goal Setting and Monitoring (30%)
Using and updating existing tools, in collaboration with Finance/Marketing/Sales, manage the development of the annual budget plan ( sales by Brand, expense budgeting), the development of the 3 year business plan at mid-year, the development of the year-end forecast in the Fall.
Reconcile year-end goals for sales team to evaluate bonus payouts.
Evaluate Marketing & Sales program results and ROI
Information management (20%)
Using the platforms available to Folio (Navision/Otzera, VIP, Targit) create standard and automated reports to be used by the Marketing/Sales/Finance teams: monthly inventory analysis; depletion volumes vs. plan and LY, depletions allowance vs. plan and LY, samples vs. plan and LY, Direct Imports by brand vs. plan and LY, monthly Nielsen updates, ……….
Additional Sales Analysis (20%)
Provide analytical support to the VP of Sales and the Regional Sales Directors for ad hoc analysis of current and future business opportunities.
Support National Accounts in development of national/regional account customer RFP documents
Review regional sales processes to help identify opportunities for improvements/efficiencies and develop consistency among regions.
Support corporate retail division in price and product maintenance.
Additional Financial Analysis (20%)
Prepare monthly brand-specific Depletion Allowance accruals for CFO review.
Develop standard costs for new import products. Maintain and develop standard cost tables and enter into the ERP system upon completion.
Own the ERP monthly distributed reports, individual T&E expense, brand specific Samples, and region P&L
Research & Evaluate Technology (5%)
Identify new tools, software, report structures and KPIs to propose for possible integration into Folio's operations.
Lead ad hoc analytical projects (workflow, ROI, etc.) for Executive Team, as requested