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Confido is an AI infrastructure platform for consumer packaged goods (CPG) companies, used by 200+ brands including OLIPOP, Simple Mills, Dr. Squatch, and Tropicana. The platform unifies finance, accounting, sales, and operations workflows—particularly trade promotion management (TPM)—for the first time. The company is growing 5x year-over-year with a small team in New York City.
As Manager of Trade Promotion Management, you will own the sales forecasting, trade planning, and trade optimization experience for Confido's customers. This role serves as connective tissue between Sales, Implementation, Customer Success, and Product teams, ensuring customers resolve trade faster and more accurately on the platform.
You will work hands-on with customer sales forecasting and trade plans during onboarding to configure TPM workflows correctly, and serve as the expert voice guiding Product on how the platform's TPM logic should evolve based on real customer needs.
Key responsibilities include:
**Product & Engineering:** Own the TPM roadmap in partnership with Product and Engineering, prioritizing based on what brands need to plan, execute, and reconcile trade spend. Translate trade planning processes—sales forecasting, promotion planning, promotion optimization, financial reconciliation, and ROI reporting—into clear product requirements. Synthesize customer feedback, identify trends, and competitive intelligence into prioritized product bets.
**Customer Success:** Lead discovery and design sessions with customer trade, sales, and finance teams to map current trade spend planning and execution. Guide customers through TPM implementation, configuring promotion calendars, accrual rules, and deduction-matching logic. Build playbooks, SOPs, and internal training materials that enable Sales, Implementation, and Customer Success teams to operate independently, scaling your expertise.
**Go-to-Market:** Be Confido's voice on TPM with customers, prospects, partners, and at industry events. Partner with Sales and Marketing on discovery calls, deal support, and credible content for trade, finance, and sales-ops audiences. Track how brands, retailers, and distributors are evolving trade spend practices and translate those shifts into competitive positioning and battlecards. Build direct relationships with retailers, brokers, and industry bodies that shape trade program structure and reporting.
**Requirements:**
- 5+ years of hands-on trade planning experience at CPG brands, including direct responsibility for planning baselines and trade, executing plans, and reconciling trade yourself (extra points for TPM system implementation experience)
- Fluency in trade mechanics: baseline planning, trade promotion types, rate base vs. lump sum planning, accruals, off-invoice vs. bill-back, and how trade spend rolls up to gross-to-net revenue
- Track record of turning operational expertise into product requirements and comfort working directly with Engineering
- Strong customer-facing instincts—ability to run discovery sessions, defend design decisions, and de-escalate escalations
- Experience representing a product or point of view externally (webinars, conferences, analyst conversations)
