Sales Account Planner

• Develops and enhances report templates (Excel, SAP BI, EDS) to support data organization and analysis for DSIPs, distributor teams, and sales.
• Gathers and analyzes third-party data on competitors, industry trends, and market variables.
• Conducts local economic analysis to anticipate demand changes.
• Performs fieldwork to collect feedback on product performance, brand concerns, area-specific issues, and BTL activities.
• Prepares necessary data for Distributor validation

• Consolidates and reviews Weekly Sales Updates and Master Templates to track Distributor and Direct Account performance.
• Analyzes actual SOG vs. forecasted SOG and OKRs.
• Reviews sales reports (Placement, Reorder, BO, NPPM, DCR, Customer Count, Facings) from System Specialists.
• Maintains organized data storage of reports like sales, BO, placement, DPC, promo records, and others for the past three years.

• Initiates and monitors backchecking of third-party reports.
• Conducts fieldwork for on-ground validation.
• Coordinates with Distributor and Key Account sales teams for operational feedback.
• Provides regular updates to National Sales Planning and Systems teams to address reporting gaps and identify opportunities.

• Full understanding of the COD to ensure analysis is well-grounded, focusing on improving goods flow and managing channel conflicts.
• Coaches DSIPs in using the ERIC Executive Dashboard (EDS).
• Closely monitors internal factors to align internal and external data for comprehensive analysis.

• Supports the AAM in analyzing the 4Ps (Product, Placement, Price, Promotion) to assess brand and competitor performance.
• Reviews promotion outcomes and provides actionable recommendations

• Participate in business reviews and variance analysis with Distributors and Direct Accounts to guide sales analysis, productivity, and performance tracking.
• Advise ASM on Sources of Growth compliance and monitor sales role accountabilities.
• Coordinate with Brand, Business Development, Logistics, and Top Management to report key variances and external factors.
• Use SAP for operational or brand-related concerns.
• Forecast sales targets, product pipeline volumes, and projections with relevant departments.
• Conduct orientation and training for new DSIPs on job functions, workflows, timelines, and reports.
• Ensure adherence to standard templates and timely report submissions.
• Hold regular DSIP Summits to communicate updates, review reports, and share best practices.
• Perform monthly field visits for coaching, performance evaluation, and guidance.
• Monitor DSIP performance and suggest evaluation criteria.
• Provide orientation and training for SCS on DSIP-related tasks and report requirements.
• Ensure SCS uses templates and submits reports on time.
• Perform visits for coaching, support, and performance evaluation.
• Orient and train CDS/M, KAS/M, and AAS/M on using templates/reports, SAP BI, and software.

• Supports the National Sales Account Planner in validating Distributors' Monthly OBCS.
• Assists with monthly and quarterly budget forecasting and revisions.
• Consolidates actual expenses against the approved budget for review and alignment

• Your strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Your consistency and strong work ethic

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