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Sales Operations Specialist - Execution

C.A. FortuneWorldwideRemote

What We Do


At C.A. Fortune, we aspire to maintain our position as the nation’s leading consumer brands agency. We realize how fortunate we are (pun intended) to offer comprehensive solutions to our clients. From sales management to marketing, all the way down to insights and e-commerce, our boutique service model offers a breadth of services to our clients.

Who We Are


People. Passion. Purpose. Our people are the core of our business. Our unique boutique service model allows our people to follow their passions with a purpose, all while delivering excellent services to our clients. At C.A., we live and breathe our values. We are fearless and curious innovators who lead with solutions, empower others, and do the right thing, always. We are a family-first organization and recognize the importance of a healthy and flexible work-life balance, a positive support system, and the power of diversity and inclusion.

Overview of the Role


C.A. BUILD is seeking an energetic and hard-working professional to join their Sales Operations team. The Specialist, Sales Operations position is an integral part of the team, providing support to Sales and Sales Operations with the necessary tools and insights to help manage our client’s businesses. In this role, the team member is expected to take the lead on compiling and organizing retailer specific promotional plans either in Excel or Trade Promotional Management system. This position plays a key part in helping to execute daily tasks that maintain the various ongoing sales support processes that are in place.

  • Location: Fully remote or if local to Chicago, IL a hybrid schedule will be observed 2-3 in office
  • Salary range $50,000 - $60,000 depending on experience, qualifications and skills
  • At C.A. we’re not looking for perfection, just people that want to commit to a us and grow their careers long-term. We are on a mission to build better brands that inspire healthier lifestyles for consumers and their families. If you’re looking for a sign to apply, here it is!

What You’ll Do at C.A. Fortune 


  • Support our Sales Execution Managers with Distributor processes; including paperwork, supplier and item set up, and promotional submissions 
  • Provide support to the Sales and Sales Operations teams with completion of new item forms, promotional paperwork, and data entry tasks  
  • Assist with basic administrative functions including user account maintenance, reports and dashboards, workflows, and other routine tasks 
  • Own the collection of new client onboarding materials  
  • Audit SharePoint file systems on a regular basis to ensure all materials, information, and reports are accurate and up to date and the necessary parties have access 
  • Support in routinely updating sales presentation templates as well as retailer specific presentations 
  • Perform any other development and administrative related duties as assigned 

What You Should Bring to the Table


  • Experience with Distributor paperwork, set-up, and processes – primarily KeHE and/or UNFI (preferred) 
  • Microsoft Outlook, Excel, PowerPoint, and SharePoint proficiency  
  • A demonstrated competency in multi-tasking and problem-solving with focus on meeting deadlines in a fast-paced environment 
  • Extremely organized, detail-oriented with a commitment to accuracy  
  • Able to collaborate with a team as well as independently motivated  
  • Demonstrate professional written and verbal communication skills 

Perks


  • Up to 26 days of PTO, accrual with tenure
  • 11 paid company holidays per year
  • 2 paid volunteer days per year
  • Bonus eligible
  • 3 months fully paid parental leave (regardless of gender)
  • Medical, dental, and vision
  • Monthly cell phone allowance
  • Paid company life insurance
  • 401k with company match
  • Summer hours (half day Fridays from Memorial Day thru Labor Day)
  • Work from home flexibility

Come As You Are


C.A. Fortune is committed to making our company more inclusive. Diversity fuels our innovation and better connects us to our clients, our colleagues, and our communities. Based on research, we know that women and other marginalized groups tend to apply to roles only when their experience perfectly matches the job description. That said, we encourage you to apply if you meet the majority of qualifications, especially if this role aligns with your career trajectory.

Life at C.A. Fortune

Founded in 1983, C.A. Fortune is a leading full-service consumer products sales and marketing agency, specializing in the Natural, Specialty/Conventional and Bakery/Deli trade channels. The company, with more than 250 employees nationwide, is headquartered in Chicago with regional offices in New York City metro, Dallas, San Francisco and Denver.
Thrive Here & What We Value1. Boutique Service Model Offers Comprehensive Solutions to Clients2. PeopleCentric Approach with a Focus on Employee Well-being and Development3. Commitment to Living Out Values and Doing the Right Thing Always4. Emphasis on Inclusion, Innovation, and Empowerment5. FamilyFirst Organization Recognizes Importance of Healthy Work-Life Balance6. Positive Support System and Power of Diversity and Inclusion7. People are the core of our business8. Unique boutique service model allows people to follow their passions with a purpose, all while delivering excellent services to clients9. Committed to living out values10. Fearless and curious innovators who lead with solutions, empower others, and do the right thing always
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