Business Account Manager III

Acosta, Inc.; Kansas City (KS); On-site; USD 90,000 - 95,000; Full time

Benefits offered by this job

Travel 20-30%

Home Office & Field Environments

Job summary

Crossmark Inc. in the United States seeks a Business Account Manager III to lead retailer growth, coordinate cross-functional plans, and drive data-based trade strategies.

You will guide Customer Managers, optimize client plans, and ensure alignment with regional leadership while managing forecasts, distribution targets, and promotional initiatives. You will work with Nielsen data, build strong client relationships, and deliver insights-driven recommendations across channels.

Qualifications

• Work experience in sales or marketing for a minimum of 5+ years with experience calling on a major chain customer.
• Excel and PowerPoint proficiency required.
• Knowledge of Nielsen and syndicated data sources is preferred.
• Strong communication and people skills; collaboration and influencing abilities.
• Clear communicator, strategic thinker and problem solver; able to prioritize and follow through.

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 and identify opportunities/threats.
• Provide planning analytics to support reviews and presentations.
• Manage trade funds and provide visibility; measure CM performance.
• Collaborate with Insights, Channel Teams, and cross-functional partners.
• Analyze data sources to inform strategic and tactical trade plans.
• Perform ad-hoc financial and data analyses.
• Develop customer distribution targets with activation plans for key initiatives.
• Attend customer sales calls and deliver content for CROSSMARK reviews.
• Ensure plans are built/maintained in CROSSVIEW and Client Trade Planning System.

Skills

Sales experience

Marketing experience

Strong communication

Collaboration skills

Influencing skills

Strategic thinking

Problem solving

Prioritization

Education

Bachelors preferred

Tools

Excel

PowerPoint

Job description

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

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+ 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, 20 - 30%

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 [e-mail] . 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)

Acosta, and its subsidiaries, is an Equal Opportunity Employer

Job Category: Administration

Position Type: Full time

Business Unit: Sales

Salary Range: $90000.00 - $95000.00

Company: Crossmark Inc.

Req ID: 40627

Employer Description: US_CRSMRK_EMP_DESC