Jobs · Finance · Massachusetts

Portfolio Manager (Classic)

Martignetti Companies · Taunton, MA · 2 wk ago
On-siteFinance$130k–$150k/yrFull-time

Description

Position Overview: Responsible for the achievement of all sales, gross profit and inventory management objectives for their respective supplier partners while working within margin and inventory parameters set by the company. The portfolio manager is the conduit of all sales and owns all communication to the salesforce and related departments for the respective suppliers.

Key Accountabilities

  • Negotiate and monitor initial and ongoing pricing, support, terms, samples, marketing policies, channel sales restrictions, etc. with supplier.
  • Collaborate with supplier managers to set monthly goals on case volume and programming goals (displays, distribution, etc).
  • Responsible for creating and implementing monthly/quarterly programs to achieve supplier FY targets.
  • Responsible for communicating with all sales divisions on pricing, programs, and all relevant aspects of the selling of the portfolio.
  • Call on key accounts with reps/managers, and solo to insure placements, volume and execution of all programs in targeted accounts.
  • Absorb responsibility for monthly recap results of both case goals and programs. Monitor pricing changes, review beverage journal. Identify, develop, and support opportunities for compelling market events.
  • Present and develop sales plans to sales force on a bi-monthly basis.
  • Forecast and communicate future needs based on trends, programming, etc...
  • Manage and monitor all aspects of portfolio inventory.
  • Assume responsibility for managing and supervising supplier communication, accounts receivable and budgetary needs.

Requirements

  • Strong communication skills, both verbal and written.
  • Proficient in all Microsoft Office Programs.
  • Solid product knowledge.
  • Knowledge of On and Off Premise Pricing Models.
  • Ability to use basic budgeting and forecasting methods.
  • Ability to program with suppliers and distributors.
  • Strong analytical skills.

Education/Experience/Training

  • Bachelor’s degree required.
  • Five plus years in the wine/spirits business.
  • Candidate must possess valid Massachusetts driver’s license and registration.

Compensation & Benefits

  • Base Salary: $130,000 – $150,000
  • Bonus: Eligible to earn up to a 15% Incentive Bonus annually
  • Benefits: Comprehensive benefits package including medical, dental, vision, and retirement plans

Physical Demands And Environment

  • Work performed requires or no measurable physical exertion, may be required to lift objects weighing up to 10 pounds.
  • Work requires frequent standing or walking throughout the work day.
  • Work requires a significant level of mental concentration required to manage multiple complex tasks requiring continual mental and visual focus.
  • Work requires travel and exposure to weather conditions while visiting customers, prospects or vendors.
  • Potential for accidents due to over the road travel including traffic accidents, delivery of goods or the set up of displays.

Martignetti Companies

  • Strong commitment to Diversity, Equity, and Inclusion.
  • Aim to attract and hire qualified candidates who hold these same values, provide diverse perspectives, and contribute to creating a workplace where all employees experience a sense of belonging.
  • Martignetti is proud to provide equal employment opportunities to all employees and applicants regardless of race, color, religion, sex, gender, sexual orientation, age, national origin, ancestry, disability, genetics, Veteran status or any other characteristic protected by state, federal and local laws.
  • In addition to federal law requirements, Martignetti complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
  • EEO M/F/D/V

Note

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.

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