CROSSMARK TRADE SPECIALIST in Minneapolis, Minnesota


Trade spend specialist will support the Finance and Regional Sales departments in administering the Trade Spend process for the grocery customers.

Responsibilities include trade spend accrual tracking and input into CROSSVIEW Planner, customer deduction validation and processing as well as reconciliation of trade spend programs. The role will encompass regular communication with the Business Account Manager (BAM) and Accounts Receivable team.


  • Review customer deductions for sufficient supporting documentation. Follow up with the AR team or customers when additional information/documentation is necessary.

  • Process customer deductions and checks against customer trade agreements in accordance with trade spend policies and procedures. Obtain Sales and Finance approvals as required.

  • Set up trade promotion agreements into CROSSVIEW Planner timely and accurately. Validate information for completeness and reasonableness. Identify and follow up on any missing information. Update information for material changes.

  • Maintain ongoing communication with Sales department, getting thorough understanding of commercial activities, including pricing, new product introductions and customer specific trade spend and promotions.

  • Analyze, compile, calculate, audit, and verify commercial information and data for use in clearing trade deductions.


  • Expert knowledge of the consumer products goods industry in marketing or sales and an analytical business role (trade or finance).

  • Must have an understanding of the industry.

  • Must be highly analytical and demonstrate sound business judgment and confidence.

  • Must have strong interpersonal and communication skills to work with all levels of personnel within the organization.

  • Must have a high degree of organizational skills and be self-sustained in order to effectively work independent from their manager.

Education/Experience : Bachelor degree; 2 years of experience in Trade Spend or related experience preferred.

Experience : 2 years of experience in Trade Spend or related Finance experience.

Physical Demands : None.

Specific Skills :

  • 2 years of experience with trade system and Excel (pivot tables and formulas)

  • Effective written and verbal communication skills.

  • Customer service oriented.

  • Ability to adapt quickly and learn new tasks independently.

  • Ability to handle competing priorities and manage change.

  • Understanding of accounting processes, procedures, and internal controls.

Specialized Knowledge, License, etc: Microsoft Office Suite (Word, Excel, PowerPoint), Financial Acumen, Analytical skills

Supervisory Responsibilities : None.

Working Conditions : Office Environment.

Travel Requirements : None.

Language Skills: English is the primary language skill, however, bilingual skills may be required based on business necessity.

CROSSMARK is committed to providing accessible employment practices and welcomes applications from people with disabilities. If you require accommodation for a disability during any stage of the recruitment process, please let us know.

Req ID 2018-94676

Category Administrative/Support Services