Once Upon A Farm

Senior Retail Planning Analyst

Remote

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Retail, SalesIndustries

Senior Retail Planning Analyst

Employment Type: Full-Time Location Type: Remote (Must reside in the United States) Salary: $75,000.00 - $95,000.00

Position Overview

We are seeking a data-driven problem solver with strong analytical skills and experience in retail performance metrics, sales planning, and forecasting. As the Senior Retail Planning Analyst, you will report to the Retail Planning Manager and serve as business support to Sales Finance, Business Development, Operations, and broader Sales Teams. Your role is crucial in bridging retail execution through analytics and reporting in planning and forecasting. You will thrive in a team environment, collaboratively supporting sales teams with data-backed actionable insights.

Responsibilities

Planning Analytics (75%)

  • Develop scalable reporting tools and visualizations to enhance decision-making and forecast transparency.
  • Update the Sales Dashboard to ensure accurate input of pacing, AOP, and rolling forecasts (RF) for the Sales Team.
  • Utilize syndicated data insights to provide guidance to the Sales Team on retailer-specific forecast adjustments.
  • Support the Retail Planning Manager in monitoring Sales Team performance against KPIs in forecasting to identify trends, risks, and opportunities.
  • Aid the broader Sales Team in developing short-term and long-term retail strategies, contributing data-driven insights for the annual sales plan.
  • Perform ad hoc analysis for the Sales Finance team’s gross-to-net deliverables, as needed.

Planning Support (25%)

  • Monitor the retail planning calendar by supporting the Retail Planning Manager in monthly and quarterly planning cycles.
  • Provide reporting templates, insights, and timeline governance to the Sales Team.
  • Provide monthly forecasting KPIs of product launches to Marketing for post-launch tracking and ROI evaluation.
  • Support the implementation of strategies related to Retail Planning deliverables with cross-functional teams (Marketing, Business Development, Operations, Finance, Sales) to achieve business objectives, managing back communication as necessary.

Requirements

  • 3–5 years of experience in sales finance, retail planning, or business analytics in a CPG environment.
  • Bachelor’s degree in Business, Finance, Economics, or related field.
  • Experience with retailer sales data systems (e.g., Nielsen, IRI, Spins).
  • Strong modeling and data visualization skills (Excel, Power BI, or similar).
  • Strong communication skills and ability to prioritize in a fast-paced, high-growth environment with evolving business needs.
  • Solid knowledge of Microsoft Suite, Outlook, Slack, and other professional platforms.
  • A genuine passion for improving childhood nutrition for a healthier and happier planet.
  • Demonstrated ability to thrive in ambiguity, deeply understand business needs, develop a cohesive strategy, and make decisions requiring a high level of judgment.
  • Previous exposure to cross-functional work between Sustainability and Sales is preferred.
  • Must reside in the United States to be considered for this position.
  • Visa sponsorship is not available for this position.

Compensation & Benefits

  • Full-Time, Salaried, Exempt position.
  • The anticipated salary range for this position is $75,000.00 to $95,000.00. The actual salary offer will carefully consider several factors, including your skills and experience.

Travel

  • Up to 10% travel required. Although this role is a remote work-from-home position, company and/or department meetings occur a few times a year. Anticipate possible travel up to a few times each quarter.

Skills

Data Analysis
Retail Performance Metrics
Sales Planning
Forecasting
Reporting Tools
Data Visualization
Syndicated Data
KPI Monitoring
Sales Strategy
Ad hoc Analysis
Gross-to-Net
Retail Planning Calendar
Product Launch Tracking
ROI Evaluation

Once Upon A Farm

Organic meals and snacks for children

About Once Upon A Farm

Once Upon a Farm provides organic meals and snacks specifically designed for babies, toddlers, and young children. Their products include refrigerated pouches, oat bars, and frozen meals, which are delivered directly to customers' homes through a subscription service. This allows parents to customize their orders based on their children's needs. The company stands out from competitors by emphasizing organic farming practices and clean label certifications, which means their products have minimal exposure to pesticides and harmful chemicals. Once Upon a Farm's goal is to support healthy eating habits during the crucial first 1,000 days of a child's life, helping to develop their palate, reduce picky eating, and promote overall health and well-being.

Berkeley, CaliforniaHeadquarters
2015Year Founded
$82.8MTotal Funding
SERIES_DCompany Stage
Food & Agriculture, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Unlimited Paid Time Off
401(k) Company Match
401(k) Retirement Plan
Remote Work Options
Paid Volunteer Time
Paid Time Off to fulfill civic responsibilities
Flexible Spending Account/Flexible Spending Account
Employee Assistance Program
Paid Parental Leave
Monthly Cell and Internet Stipend
Employee Discounts
Annual Bonus
New Hire Remote Life Stipend
Wellness Program

Risks

Increased competition in the organic baby food market may impact market share.
Rising costs of organic ingredients could affect pricing strategies and profitability.
Economic downturns may reduce consumer spending on premium subscription services.

Differentiation

Once Upon a Farm offers cold-pressed, organic snacks for children, ensuring freshness.
Their subscription model provides convenience and customization for health-conscious parents.
Partnerships with regenerative farms emphasize sustainability and high-quality ingredient sourcing.

Upsides

Expansion into pantry snacks broadens their product range and market reach.
Collaborations with lifestyle brands enhance visibility and attract new customer segments.
Growing demand for clean label products aligns with their organic, non-GMO offerings.

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