Strategic Accounts Planning Manager

Posted Yesterday
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Milwaukee, WI, USA
In-Office
115K-150K Annually
Senior level
Other • Security
The Role
Own strategic account planning governance, data quality, executive briefing packages, quarterly reviews, and annual planning outputs. Coordinate inputs across sales, operations, finance, product, regional, and executive teams. Maintain account intelligence, dashboards, scorecards, action trackers, and portfolio roll-ups while ensuring accurate, timely, decision-ready information. Drive standardized processes, accountability, continuous improvement, and effective communication of operational risks, customer priorities, growth opportunities, and strategic commitments.
Summary Generated by Built In

The GSAM Account Plan Manager is a critical operational function of the Global Strategic Account Management organization. The role owns the coordination, governance, data quality, and continuous improvement of strategic account planning, ensuring GSAMs and leadership have accurate, consistent, and decision-ready information to drive profitable growth and customer outcomes.

This role serves as the central interface across GSAMs, DC Operations, Sales Operations, Finance, Product Management, regional teams, and executive stakeholders. It converts complex account, operational, and commercial inputs into clear account plans, executive briefing packages, quarterly reviews, and annual planning outputs.

Key Responsibilities1. Strategic Account Plan Management
  • Own the administration, maintenance, governance, and version control of all GSAM account plans.
  • Establish and maintain standardized account planning templates, data definitions, quality standards, and reporting requirements.
  • Coordinate account-plan inputs across lines of business, regions, and functions to ensure plans are complete, current, and aligned with strategic priorities.
  • Track actions, milestones, decisions, risks, and commitments arising from account planning and business reviews.
  • Support GSAMs in translating customer priorities and account data into concise growth strategies, executive narratives, and actionable plans.
2. Data Management, Coordination & Insights
  • Serve as the primary data steward for strategic account information across the GSAM organization.
  • Coordinate significant volumes of customer, opportunity, financial, operational, market-share, pipeline, relationship, and performance data from multiple sources.
  • Validate data completeness, accuracy, consistency, and timeliness before inclusion in leadership materials.
  • Maintain account intelligence, customer profiles, stakeholder maps, organizational charts, resource maps, and key account assumptions.
  • Develop account-level dashboards, scorecards, trackers, and roll-up views that highlight performance, whitespace, risks, and required actions.
  • Identify data gaps and coordinate corrective actions with the appropriate functional owners.
3. DC Operations Account Data Interface
  • Act as the primary interface for DC Operations account-data preparation and coordination.
  • Coordinate the collection and consolidation of delivery performance, quality, capacity, schedule, escalation, service, and customer scorecard inputs.
  • Ensure operational information is represented accurately and consistently in account plans, QBRs, executive briefings, and customer review packages.
  • Partner with regional and functional teams to resolve conflicting inputs and secure timely updates.
  • Create clear visibility to operational risks, customer impacts, mitigation actions, owners, and decision requirements.
4. Executive Briefing Documents & Packages
  • Lead the development and coordination of executive briefing documents for customer meetings, executive business reviews, site visits, leadership engagements, and strategic reviews.
  • Create concise executive summaries covering account performance, financial and portfolio position, customer priorities, growth opportunities, operational risks, relationship status, and required outcomes.
  • Coordinate, challenge, and integrate inputs from GSAMs, Operations, Finance, Product teams, regional leadership, and other contributors.
  • Maintain a consistent executive-ready standard for message quality, data integrity, formatting, and document control.
  • Manage briefing timelines, review cycles, approvals, and final package readiness.
5. Quarterly & Annual Account Planning
  • Support and coordinate quarterly account reviews, annual account planning, leadership reviews, and related planning workshops.
  • Prepare planning calendars, templates, pre-work, data packs, agendas, consolidated outputs, and action logs.
  • Track account performance against annual objectives, growth priorities, strategic initiatives, and customer commitments.
  • Create cross-account roll-ups and executive summaries to support portfolio-level decisions and resource alignment.
  • Capture lessons learned and improve each planning cycle based on stakeholder feedback and business needs.
6. Process Governance & Continuous Improvement
  • Define and reinforce account planning operating rhythms, governance expectations, roles, decision rights, and due dates.
  • Drive accountability for timely submissions, data quality, action closure, and planning compliance.
  • Simplify and automate repeatable reporting and document-preparation activities where practical.
  • Partner with Sales Operations and functional leaders to improve systems, workflows, templates, and information flows.
  • Promote reuse of best practices across strategic accounts while preserving customer-specific insight and strategy.
Key Deliverables
  • Current, complete, and leadership-ready strategic account plans.
  • Quarterly business review and annual account planning packages.
  • Executive briefing documents and customer meeting preparation packages.
  • DC Operations account-data packs, scorecards, and escalation summaries.
  • Cross-account dashboards, action trackers, and portfolio-level roll-ups.
  • Standard templates, data definitions, governance processes, and planning calendars.
Qualifications & Experience
  • Bachelor's degree in Business, Finance, Operations, Engineering, Sales, or a related discipline preferred.
  • Five or more years of relevant experience in strategic account management, sales operations, business operations, commercial excellence, analytics, or program management.
  • Demonstrated experience coordinating complex, cross-functional work across multiple regions and senior stakeholders.
  • Experience producing executive-level presentations, briefing documents, dashboards, and business reviews.
  • Experience managing large and varied datasets, reconciling inputs, and translating information into decision-ready insights.
  • Data center, technology, infrastructure, industrial, or complex B2B account experience

HIRING SALARY RANGE: $115,000.00 – 150,000.00 USD Annual. Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data. This position includes a competitive benefits package.

For details, please visit the About Us tab on the Johnson Controls Careers site. 

https://jobs.johnsoncontrols.com/about-us

Johnson Controls International plc. is an equal employment opportunity and affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, genetic information, sexual orientation, gender identity, status as a qualified individual with a disability or any other characteristic protected by law. To view more information about your equal opportunity and non-discrimination rights as a candidate, visit EEO is the Law. If you are an individual with a disability and you require an accommodation during the application process, please visit here.

Skills Required

  • Bachelor's degree in Business, Finance, Operations, Engineering, Sales, or a related discipline
  • Five or more years of relevant experience in strategic account management, sales operations, business operations, commercial excellence, analytics, or program management
  • Experience coordinating complex, cross-functional work across multiple regions and senior stakeholders
  • Experience producing executive-level presentations, briefing documents, dashboards, and business reviews
  • Experience managing large and varied datasets, reconciling inputs, and translating information into decision-ready insights
  • Experience in data center, technology, infrastructure, industrial, or complex B2B accounts

Johnson Controls Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Johnson Controls and has not been reviewed or approved by Johnson Controls.

  • Retirement Support Retirement support is positioned as a meaningful part of the package through employer 401(k) matching, repeatedly framed as a strong pillar of the overall rewards mix. The matching contribution is described with specific match levels in multiple places, reinforcing perceived value for long-term saving.
  • Leave & Time Off Breadth Time off is presented as comparatively robust, with multiple paid holiday categories, vacation time, and sick time described as generous or “amazing” in places. Paid time off breadth appears to be a consistent contributor to total rewards attractiveness beyond base pay.
  • Flexible Benefits Benefits are described as broad and customizable, spanning standard medical/dental/vision plus optional add-ons like pet insurance, identity protection, and legal support. Tuition reimbursement is repeatedly highlighted as a high-value option supporting professional development.

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The Company
HQ: Chennai
100,000 Employees
Year Founded: 1885

What We Do

At Johnson Controls, we transform the environments where people live, work, learn and play. From optimizing building performance to improving safety and enhancing comfort, we drive the outcomes that matter most. Dedicated to protecting the environment, we deliver our promise in industries such as healthcare, education, data centers and manufacturing. With a global team of 100,000 experts in more than 150 countries and over 130 years of innovation, we are the power behind our customers’ mission. Our leading portfolio of building technology and solutions includes some of the most trusted names in the industry, such as Tyco®, York®, Metasys®, Ruskin®, Titus®, Frick®, Penn®, Sabroe®, Simplex®, Ansul® and Grinnell®.

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