Salesforce Trade Promotion Management Architect

This role requires both functional and technical proficiency to collaborate with business stakeholders, translate trade and sales processes into Salesforce solutions, and ensure stable and optimized TPM operations across environments (UAT, PROD).

Key Responsibilities

TPM & Consumer Goods Cloud Implementation

• Design, configure, and manage Salesforce TPM features such as Promotions, Trade Planning, CBP (Customer Business Plans), and KPIs.
• Implement Consumer Goods Cloud features including Planning, Account Hierarchies, and Product Assortment management.
• Maintain and enhance TPM configurations - Promotion Templates, KPI rules, settings, and CG Cloud Processing Services.
• Troubleshoot TPM data and integration issues (Promotions, Products, Assortments, KPIs).

Salesforce Platform Management

• Configure and customize Salesforce objects, page layouts, flows, validation rules, approval processes, and Lightning components related to TPM.
• Manage Apex batch jobs, scheduled flows, and LWC components prefixed with CG, GEA, or CGCloud.
• Support data refresh, migration, and environmental alignment across Sandbox, UAT, and Production orgs.

Cross-Cloud Collaboration

• Integrate and align TPM data with Sales, Service, and Marketing Cloud features for a 360 customer view.
• Support sales operations with account planning, trade spend tracking, and campaign performance insights.

Stakeholder & Change Management

• Partner with business teams to translate promotion strategies into system functionality.
• Work closely with CAB and release teams to validate standard and TPM-exception change requests.
• Document SOPs, data models, and change logs for TPM configurations and flows.

5. Continuous Improvement

• Identify optimization opportunities in promotion planning, funds utilization, and reporting dashboards.
• Maintain KPI accuracy by validating data flows from Consumer Goods Cloud Processing Services.
• Keep the system compliant with Salesforce release updates and CG Cloud best practices.

Process Knowledge

• Understanding of trade promotion lifecycle - planning, approval, funding, execution, and settlement.
• Experience in CPG (Consumer Packaged Goods) or Retail industry processes is highly preferred.
• Familiarity with Salesforce deployment processes, Change Sets, and Release Management.