Deductions Specialist

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. We are committed to living out 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.

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.

Overview of the Role

• Some of our clients are seeking a dedicated Deductions Specialist to assist them with managing, reconciling, and clearing deductions. This CPG detective will be responsible for effectively researching, analyzing, documenting, and resolving a variety of deduction claim types in accordance with client specific standards and procedures. The ideal candidate would be well organized, detail oriented with excellent communication skills, and able to work independently.
• Location: Remote but if local to Chicago, IL will observe a hybrid schedule 3 days in-office
• Salary range: $45,000 - $50,000 based 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

• Communicate openly with clients and internal sales department to resolve deduction inquiries 
• Gather claim documentation, investigate, and analyze to validate customer deductions 
• Maintain necessary data to follow up and keep track of deductions 
• Process credits to offset resolved deductions 
• Work in web-based trade management systems for contracted customers 
• Provide excellent, timely, accurate and professional customer service  
• Handle and manage incoming calls and emails from internal & external partners 
• Will handle all other tasks as assigned 

What You Should Bring to the Table 

• Prior CPG deductions experienced (required) 
• Must possess good computer skills as well as be a team player with a positive attitude
• Previous professional experience using Microsoft Office
• Organized and detail oriented 
• Excellent written and verbal communication skills 
• Strong multitasking skills 
• High attention to detail 
• Must be able to solve problems with urgency 
• Previous customer service experience is a plus 
• Prior experience with a broker/manufacturer a plus 

You Will Stand Out if You Have

• You have UNFI and/or KeHE deductions experience 
• You have worked in a trade management system (ex: Vividly, BluePlanner) 

Perks 

• PTO & Sick Days
• 12 paid company holidays per year 
• 2 paid volunteer days per year 
• 3 months fully paid parental leave (regardless of gender) 
• Medical, dental, and vision 
• Paid company life insurance 
• 401k with company match 
• Summer hours (half day Fridays from Memorial Day thru Labor Day) 
• Work from home flexibility 
• Bonus Eligible

Come As You Are 

C.A. 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.