Commercial Planning Manager

At Yerba Madre, we’re more than a beverage company—we’re a movement inspired to help people Come to Life. Rooted in the sacred energy of yerba mate, a magical drink like no other, our products are designed to make you feel not just awake, but truly alive. Through a regenerative, circular business model—from sip to seed to shelf—we turn fans into agents of change who give back more than they take. By honoring yerba mate culture, strengthening communities, and restoring the Atlantic Forest, we create a positive impact on both people and planet.

As a company, our core values and fundamental beliefs are guided by these four principles that shape how our company operates:

Alive with Energy: We bring vitality to everything we do

Brave the Unknown: We lead with conviction and unafraid to disrupt

Sacred Service: We lead with care and serve from the heart

Resilient Roots : We grow stronger together a help others do the same

If this resonates with you, we invite you to Come to Life with us.

We’re seeking a Commercial Planning Manager to serve as the analytical backbone of our sales organization. In this role, you will own the sales forecasting process, lead monthly performance reviews, and produce the executive-level materials that drive business decisions across the company. You'll partner closely with our field sales teams, finance, operations, marketing and leadership to turn data into clear narratives and growth opportunities.

This is a high-visibility role for someone who thrives at the intersection of analytics, storytelling, and cross-functional collaboration — and who is energized by the chance to help scale a mission-driven brand.

THIS ROLE IS A HYBRID POSITION, 3 DAYS A WEEK IN-OFFICE REQUIREMENT IN OUR OAKLAND, CA OFFICE.

Important Note: This role operates in a fast‑moving, imperfect data environment. Candidates coming from highly automated or routine analytics environments should be comfortable rolling up their sleeves, validating data, and building solutions from the ground up.

What you’ll Do:

Commercial Business Planning

Lead the monthly business sales forecasting and review, quarterly and annual commercial planning processes, including volume, revenue, margin, and investment planning, in close partnership with Sales, Distribution, and Finance.

Translate company and commercial strategies into executable plans by channel, customer, region, and distribution partner.

Own commercial assumptions, scenario modeling, and sensitivity analyses to support strategic decisions and trade‑offs.

Track key commercial KPIs (volume, revenue, distribution, velocity, share) and translate movement into actionable insight

Prepare monthly performance reviews, board decks and executive readouts for senior leadership

Own ad‑hoc commercial analysis in support of high‑impact business decisions (pricing, trade, distribution, SKU expansion)

Support long‑range planning and growth initiatives with data‑driven recommendations.

Forecasting Performance Management

Develop and maintain accurate sales and volume forecasts, partnering with Sales and FP A to align targets and assumptions.

Monitor performance against plan, identifying risks and opportunities, and proactively recommending corrective actions.

Lead monthly and quarterly business reviews (MBRs/QBRs), including preparation of executive‑level materials and insights.

Establish and track key commercial KPIs, ensuring consistent measurement across the organization.

Balance structured monthly reporting with unplanned, urgent analytical requests

Analytics Insights

Analyze sales performance, distribution metrics, pricing, promotions, and trade spend effectiveness to drive continuous improvement.

Investigate and resolve data inconsistencies across sales, distributor, and syndicated data sources

Deliver clear, actionable insights that inform commercial execution and strategic prioritization.

Build and maintain reports and dashboards to provide ongoing visibility for commercial leadership and cross‑functional partners.

Leverage internal systems and data sources to improve forecasting accuracy and decision support.

Cross‑Functional Collaboration

Partner closely with Sales, Distribution, Marketing, Finance, and Supply Chain to ensure plans are aligned, achievable, and well‑executed.

Partner closely with Sales to challenge forecasts, surface risks, and pressure‑test assumptions

Translate incomplete or conflicting inputs into clear recommendations for Sales and Leadership

Act as a key point of integration between strategic planning and field execution.

Support launch planning for new products, channels, and initiatives from a commercial readiness perspective.

Influence without authority, aligning stakeholders around facts, trade‑offs, and outcomes.

Process Capability Building

Improve and standardize commercial planning processes, tools, and templates.

Drive best practices in planning cadence, governance, and documentation.

Identify opportunities to enh…