Business Account Manager III

Acosta Group • Pleasanton, CA • 2h ago

DESCRIPTION

The Business Account Manager III will have a deep understanding of both retailer and manufacturer strategies to develop and execute growth plans based on strategic intent set by VP/MD & Client. The Business Account Manager provides direction to Customer Managers to optimize annual/quarterly Client business plans. They will be the key point of contact for regional client leadership and will be expected to deliver consistent experiences and outcomes. The Business Account Manager will drive the Business Planning process working closely with cross-functional business partners within the Business Insights, Planning Organization and Channel Teams to improve key metrics based on analysis of promotion, spending, and volume (forecasts and actuals). As well as manage base volume forecasts, item distribution, promotional strategy and innovation.

RESPONSIBILITIES

Coordinate with Customer Managers to develop and execute business plans

Build and manage strategic plans for respective retailers/wholesalers

Align on strategy and plan with Region Broker Managers, Identify Opportunities and threats

Feed CM's w/ planning analytics to support Cat/Line reviews, NI presentations, etc.

Effective trade fund management and visibility

Measure effectiveness of CM's

Align w/Insights lead and be guided by insights specific to Category/Brand, Consumer/Shopper, Channel/Retail dimensions

Work with syndicated/other data sources to both manage and inform strategic and tactical trade plans

Ad-hoc financial and data analysis, including pre/post event analysis

Develop Customer level distribution and merchandising targets with supporting insights and merchandising activation plans for each key initiative

Attend Customer Sales Calls with the Customer Manager Team where appropriate

Develop and deliver content as part of the CROSSMARK Business Review process

Ensure Client's Plans are Built and maintained in CROSSVIEW and the Client's Trade Planning System

NOTE: This job description does not imply that the above functions are the only tasks that may be performed. Associates will be expected, if possible, to follow any other job-related instructions and perform any other job-related tasks as directed by management.

QUALIFICATIONS

CROSSMARK is committed to providing accessible employment practices and welcomes applications from people with disabilities. If you require accommodation for a disability during any stage of the recruitment process, please let us know.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required .

Education/Experience: Bachelor's degree (B.A.) from a four-year university preferred; relevant experience may be considered in lieu of a degree

Other Functions:

Work experience in sales or marketing for a minimum of 5-7 years with experience calling on a major chain customer

Excel, Power Point

Working knowledge of Nielsen and syndicated data sources

Strong communication and people skills

Must possess collaboration and influencing skills

Ability to be a clear communicator, strategic thinker, and problem solver

Ability to effectively prioritize demands and follow through on commitments

Certificates, Licenses, Registrations : None.

Indirect Supervisory Responsibility: Trade Specialists

Working Conditions: Home Office & Field Environments

Travel Requirements: Varies, 30 - 50%

Language Skills: English is the primary language skill; however, bilingual skills may be required based on business necessity.

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ABOUT US

CROSSMARK is a part of Acosta Group - a collective of the industry's most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey.

At CROSSMARK, we help leading brands grow by connecting them with shoppers where it matters most-in stores and online. As a trusted sales and marketing agency, we specialize in delivering tailored solutions to drive retail success through strategic merchandising, product demonstrations, and data-driven insights.

We value our people by recognizing everyday wins and fostering a supportive, collaborative environment-both in person and online. Here, achievements are celebrated, work-life balance is prioritized, and everyone feels valued. Diversity is our strength-it fuels innovation, unlocks our potential, and reinforces our commitment to fairness and inclusion. Above all, we foster a growth environment where every team member can connect, develop, and build a fulfilling career.

Acosta Group is an equal opportunity employer and will ensure that applicants with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed, please contact AskHR@acosta.com. Be sure to include "Applicant Accommodation" in the subject of your email to expedite the request.

Acosta Group believes in good faith that the minimum and maximum annual salary or hourly compensation range for this opportunity is accurate and reasonable at the time of posting.

The Acosta Group utilizes E-Verify for validating the ability to work in the United States for all job candidates. If you want more information on what this entails and your rights as a job applicant, please use the link provided to access information on our use of E-Verify and your right to work. Employer Resources (e-verify.gov)

By applying, you agree to our Privacy Policy and Terms and Conditions of Use.

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Acosta, and its subsidiaries, is an Equal Opportunity Employer

Job Category: Administration

Position Type: Full time

Business Unit: Sales

Salary Range: $72,600.00 - $115,000.00

Company: Crossmark Inc.

Req ID: 16734

Employer Description: CROSSMARK\EMP\DESC

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