Develops retailer and customer business plans that drive profitable growth, distribution, merchandising, and promotional performance. Partners with client leaders, customer managers, business insights, planning, and channel teams; analyzes syndicated and internal data; manages trade investment; identifies risks and opportunities; evaluates promotions; and presents recommendations during business reviews. The role also maintains plans in CROSSVIEW and client systems, provides direction to Trade Specialists, and may participate in customer sales calls.
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.
ResponsibilitiesDevelop 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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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 [email protected]. 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)
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