Business Account Manager

Role Overview

• Develop and execute retailer‑specific growth plans aligned to strategic direction set by senior leadership and clients
• Serve as a trusted point of contact for regional client leadership, ensuring alignment, consistency, and strong business outcomes
• Lead the Business Planning process, partnering with Business Insights, Planning, and Channel teams to improve key performance metrics
• Provide strategic direction and analytical support to Customer Managers, enabling effective annual and quarterly business planning
• Build, manage, and optimize customer and wholesaler business plans that drive volume, distribution, and profitability
• Identify opportunities and risks by partnering with Region Broker Managers and cross‑functional stakeholders
• Deliver actionable analytics and insights to support category reviews, line reviews, new item presentations, and innovation launches
• Manage trade investment planning, including spend visibility, effectiveness measurement, and optimization
• Analyze promotional performance, base volume forecasts, and actual results to inform future strategies
• Develop customer‑level distribution, merchandising, and activation targets supported by data‑driven insights
• Leverage syndicated and internal data sources to inform both strategic and tactical trade plans
• Conduct ad‑hoc financial and performance analysis, including pre‑ and post‑event evaluations
• Participate in customer sales calls alongside the Customer Manager team, as appropriate
• Develop and present materials for CROSSVIEW Business Reviews, clearly communicating insights and recommendations
• Ensure all client plans are accurately built, maintained, and updated within CROSSVIEW and the client’s trade planning systems

Requirements

• Bachelor’s degree from an accredited four‑year university
• Minimum of 3+ years of experience in sales or marketing, including experience working with a major chain customer
• Strong proficiency in Excel and PowerPoint
• Working knowledge of Nielsen and other syndicated data sources
• Excellent communication and interpersonal skills, with the ability to collaborate and influence effectively
• Proven ability to think strategically, solve problems, and communicate clearly at multiple levels
• Strong organizational skills with the ability to prioritize competing demands and consistently follow through on commitments
• English proficiency required
• Bilingual skills may be required based on business needs

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Professional development opportunities