Business Account Manager II

Overview

The Business Account Manager II plays a critical role in driving profitable growth by translating retailer and manufacturer strategies into actionable business plans. This role partners closely with internal teams, customer managers, and regional client leaders to deliver consistent execution, strong results, and best‑in‑class customer experiences.

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

To be successful in this role, the candidate must be able to perform all essential duties effectively. The qualifications below reflect the knowledge, skills, and abilities required for the position.

Education and Experience

• Bachelor’s degree from an accredited four‑year university preferred
• Minimum of 3+ years of experience in sales or marketing, including experience working with a major chain customer

Professional Skills and Capabilities

• 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

Certificates, Licenses, and Registrations

• None required

Supervisory Responsibility

• Provides direction to Trade Specialists

Working Environment

• Combination of office and field environments

Travel Requirements

• Travel may be required, up to 10%

Language Skills

• English proficiency required
• Bilingual skills may be required based on business needs

Physical Requirements

• Walking, Bending, stooping, kneeling and lifting up to 15lbs  

  
  

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