Portfolio Manager
Key Skills for This Role
Full Job Posting
Portfolio Management
Manage an assigned portfolio of wine and spirits suppliers and brands.
Develop annual and quarterly business plans for each supplier.
Establish sales objectives, volume goals, distribution targets, and profitability expectations.
Identify opportunities to expand distribution, increase velocity, and improve account penetration.
Analyze brand performance by customer, market, salesperson, product, and channel.
Identify underperforming brands and develop corrective action plans.
Identify opportunities for new products, new markets, and incremental placements.
Maintain strong knowledge of assigned brands, products, pricing, positioning, and competitive landscape.
Supplier Management
Serve as the primary point of contact between Classic Wines & Spirits and assigned suppliers.
Build strong, long-term supplier relationships.
Conduct regular business reviews with suppliers.
Communicate sales performance, market activity, inventory levels, opportunities, and challenges.
Manage supplier expectations and ensure company commitments are being executed.
Coordinate supplier visits, market tours, tastings, trainings, and sales presentations.
Work with suppliers to develop programs that generate measurable sales results
Ensure supplier marketing funds and promotional resources are used effectively.
Sales Execution
Work directly with Outside Sales Representatives, Inside Sales Representatives, Account Executives, and Management to drive portfolio sales.
Develop clear sales priorities for the field sales team.
Conduct regular portfolio training and product education.
Provide sales representatives with selling stories, product information, pricing, competitive positioning, and account targets.
Participate in field rides and customer calls with sales representatives.
Help sales representatives identify the right accounts and opportunities for each brand.
Track execution against established sales goals.
Work with the sales team to secure new placements and increase existing account distribution.
Develop strategies to reactivate inactive accounts and increase sales in underdeveloped accounts
Business Development:
Identify new accounts and channels that are appropriate for assigned brands.
Develop on-premises and off-premises strategies based on brand positioning.
Work with key accounts to secure new listings, placements, menu features, displays, and promotional opportunities.
Partner with the sales team to develop chain, independent retail, restaurant, hotel, and hospitality opportunities.
Identify emerging market trends and recommend new business opportunities.
Financial Management:
Monitor sales, gross profit, depletion, inventory, and brand performance.
Manage portfolio profitability and pricing.
Review sales performance against budget and supplier expectations.
Monitor promotional spending and supplier support.
Work with Management and suppliers to develop financially responsible programs.
Understand the financial impact of pricing, discounts, depletion programs, and incentives.
Help ensure portfolio growth translates into profitable company growth.
Sales Team Leadership:
The Portfolio Manager does not necessarily have direct personnel responsibility for sales representatives but is expected to lead through influence and accountability.
The Portfolio Manager will:
Establish clear priorities for the sales team.
Communicate what brands need to be sold and where they should be sold.
Provide sales representatives with actionable account targets.
Monitor sales activity and results.
Recognize strong performance and identify gaps in execution.
Partner with Sales Management on corrective action when portfolio goals are not achieved.
Ensure the sales organization understands supplier priorities.
Help sales representatives become experts in the assigned portfolio.
Required Qualifications
- 3+ years of experience in wine, spirits, beverage alcohol, consumer products, sales, brand management, or a related field.
- Strong knowledge of the wine and spirits industry.
- Demonstrated sales and business-development experience.
- Strong understanding of California's wine and spirits marketplace preferred.
- Excellent communication and presentation skills.
- Strong analytical and financial skills.
- Ability to analyze sales reports and turn data into actionable strategies.
- Strong negotiation and relationship-management skills.
- Ability to manage multiple suppliers and priorities simultaneously.
- Strong organizational and project-management skills.
- Proficiency with Microsoft Excel, PowerPoint, CRM systems, and sales reporting tools.
- Ability to travel throughout the assigned market and participate in customer and supplier meetings.
- Must be comfortable presenting to sales teams, customers, and supplier partners.
Key Performance Indicators
Performance will be measured in both sales’ growth and portfolio profitability.
Primary KPIs include:
Net sales growth
Gross profit dollars
Gross margin
Cases sold
Depletions
New account placements
New distribution points
Existing account growth
Brand velocity
Number of active accounts
Reactivated accounts
New product placements
Sales representative execution
Supplier budget achievement
Promotional ROI
Inventory management
Supplier satisfaction and retention
PHYSICAL REQUIREMENTS
- Sit for an extensive period of time when in the office
- Lift occasionally (office materials, wine boxes)
- Perform tasks using standard computer equipment
- Ability to travel
- WORK ENVIRONMENT:
- Limited noise level
- Indoor climate
PERSONAL PROTECTIVE EQUIPMENT REQUIRED
· Side shield safety glasses, safety vest, head/ear protection and proper footwear when in production facility
WHAT WE OFFER: At Broco Wine Company, we understand that our success is driven by our talented, committed workforce. We value the contributions each employee makes to our achievements, and our aim is to offer a comprehensive benefits program that is competitive, helping us attract and retain top talent. Our Benefits are crafted to support the needs of our employees and their families, ensuring the package is simple to understand, easy to access, and affordable for all.
Medical
Dental
Vision
Life and AD&D
Voluntary life and AD&D
Group Short-Term Disability
Group Long-Term Disabilit
Voluntary Critical Illness
Voluntary Accident & Injury
Flexible Spending Accounts
Employee Assistance Program
401K
Paid time off
EEO STATEMENT: Bronco Wine Company is dedicated to fostering a diverse and inclusive workplace and takes pride in being an equal opportunity employer. All qualified candidates will be considered for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, genetic information, or any other characteristic safeguarded by law.
We are committed to cultivating an environment where every individual feels valued, respected, and empowered to reach their full potential.
Reasonable Accommodations: We will provide reasonable accommodation to assist individuals with disabilities in performing essential job functions. If you wish to apply for a position at Bronco Wine Company and require special assistance during the application process, or if you believe you do not meet the necessary qualifications for a posted position due to a protected disability and would like to discuss potential accommodations, please reach out to our Human Resources at [email protected] for further assistance or guidance.
Recruitment Agencies: Bronco Wine Company does not accept unsolicited agency resumes. Bronco Wine Company is not responsible for any fees related to unsolicited resumes.
About Bronco Wine Company
Family-owned U.S. wine producer, vineyard holder, and distributor growing, making, and selling wines for customers worldwide.
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