Sales Planning, Insights, and Enablement Analyst

Salary Range: $80,000.00 To $90,000.00 Annually The Duckhorn Portfolio is North America’s premier luxury wine company. We were established in 1976 by Dan and Margaret Duckhorn. Today, our portfolio features some of North America’s most revered wineries, including Duckhorn Vineyards, Decoy, Goldeneye, Calera, Kosta Browne, Greenwing, and Sonoma-Cutrer. The Sales Planning, Insights, and Enablement Analyst will work at the intersection of data, sales strategy, and customer planning to identify insights, support integrated business planning, and market execution. Responsibilities include turning raw data into clear category and customer recommendations, building tools for sales and distributors, building selling stories, running post promo analysis, and building trackers that ensure we execute distribution and programming commitments. This role is a catalyst for AI adoption in the sales organization as well. What we will ask you to do: Provide recurring reporting builds and maintain scorecards and dashboards that are accurate, consistent, and delivered on time. Serve as the go-to analyst for whitespace identification, PODs, accounts sold and account targeting, translating market data into prioritized, actionable target lists for field teams. Deliver monthly and quarterly business review packages that give sales leadership a clear, complete picture of performance versus plan – with your own synthesized commentary on what the data means. Support the annual planning cycle with clean data, structured templates, and territory/account-level analysis that meaningfully shapes resource allocation decisions. Identify and communicate process or reporting improvements that reduce manual effort and improve data quality, including AI automation recommendations. Analyze sales performance account trends, and market data across channels to identify growth opportunities, risks, and execution gaps. Translate data from multiple sources – CRM, syndicated data (e.g., CIRCANA, Nielsen/NielsenIQ, IWSR), internal depletion reports, Somm.ai – into clear, concise actionable insights for sales teams and leadership. Monitor competitive dynamics, pricing trends, and market activity; flag meaningful shifts to the Director and relevant commercial stakeholders. Support category management efforts, including competitive benchmarking and account-level opportunity analysis. Use market data and CRM tools to identify and prioritize high-value target accounts and distribution whitespace opportunities at the territory and DMA level. Build and maintain account scoring models and target lists that help field reps focus effort on the highest-return opportunities. Set goals and track execution versus goals. Maintain accurate records that enable timely follow-up and measurement of targeting effectiveness. Prepare and maintain reporting dashboards, performance scorecards, and ad hoc analyses for sales leadership – covering depletions, POD, incentive tracking, and account performance. Support the annual and monthly sales planning process, including forecasting, territory analysis, KPI modeling, and planning templates that structure the team’s thinking. Build and improve PowerPoint and Excel tools that are designed for field use – clear, simple, and built for people who are not analysts. Partner with Sales, National Accounts, Demand Planning, Finance, and Growth Marketing to ensure alignment of data, insights, and commercial priorities. Respond to ad hoc analytical requests from sales leadership with appropriate speed and rigor – knowing when a quick answer is right and when deeper analysis is warranted. Maintain organized, well-documented records of analyses and recommendations to support institutional knowledge and decision-making continuity. Partner with Sales, Distributors, and Commercial Finance to develop and track against Local Marketing Fund budgets so that spends are productive and aligned to commercial priorities. Proactively identify opportunities to automate reporting, improve data pipelines, or reduce manual work for the sales team, including role modeling AI adoption. Support the adoption of new tools and data sources by building clear documentation, simple templates, and training materials where needed. What you will need: Bachelor’s degree in Business, Marketing, Analytics, Economics, or related field preferred. 2–5 years of experience in data analysis, sales analytics, commercial planning, or a related quantitative role – ideally within CPG, beverage, retail, or a multi-channel consumer business. Strong proficiency in Microsoft Excel – comfortable with pivot tables, complex formulas, and building analysis tools from scratch; not just maintaining existing ones. Proven success in adopting AI enablement to drive performance outcomes. Experience with at least one data visualization or BI tool (Tableau, Power BI, Looker, or equivalent); ability to build dashboards that non-analysts will actually use. Strong analytical thinking: able to frame a business question, identify the right data to answer it, and communicate findings clearly without over-engineering the analysis. Clear, confident written and verbal communication – particularly the ability to translate data outputs into plain-language business insights and recommendations. High attention to detail and strong organizational habits; comfortable managing multiple deliverables in a fast-moving commercial environment. Occasional travel may be required for field engagement, trade events, or company meetings. What we will provide: Health benefits for you and your family, including medical/dental/vision (with a competitively priced employee contribution to premium), and disability, life, and pet insurance. Paid time off and 11 paid holidays. 401(k) plan where we invest 10% of your wages every year for your retirement at no cost to you, subject to management discretion. A diverse team of coworkers that care about each other in a fun, exciting work environment. A company that promotes from within, provides great training, and a generous tuition reimbursement program.