Customer Business Manager II

Overview

Customer Business Manager II serves as the retailer expert and consistently execute client plans. Grow the client’s business within each assigned retailer faster than both the category and the retailer overall. Build and sustain client satisfaction by supporting the development of business plans and owning execution strategies for assigned retailers. Drive growth across brands through deep knowledge of retailer operations and merchandising strategies, paired with strong insights, effective selling, and flawless execution.

• Develop and maintain strong relationships with both clients and customers within an assigned geographic region, demonstrating a clear understanding of their goals and objectives.
• Present targeted, strategic client plans that build effective brand promotion strategies and strengthen brand activation based on customer and retailer insights.
• Execute strategic plans for all client brands with retailers in the defined geography, including sales, share, distribution, promotion, pricing, merchandising, and financial management.
• Maintain proactive, ongoing communication with the Client Team to provide status updates, identify opportunities, manage expectations, and address needs tied to the client’s business plan.
• Communicate customer changes and insights broadly across relevant CROSSMARK roles, reinforcing the importance of being the “customer expert.”
• Consistently use CROSSVIEW as the business planning, communication, and execution framework to drive internal consistency and efficiency, while increasing visibility and actionable intelligence for clients and internal stakeholders.
• Support Business Account Manager(s) and other stakeholders in developing targeted, strategic client plans that build effective brand promotion strategies and strengthen brand activation based on customer knowledge.
• Identify and sell additional client services by analyzing the client’s strategy and performance insights, along with customer performance by brand and/or category.
• Provide input and support preparation for CROSSVIEW Business Reviews and, when appropriate, participate in delivering presentations.

Education/Experience: 

• Bachelor’s degree preferred, or a minimum of 3+ years of experience in the CPG industry (preferred). 

• 5+ years of sales experience. 

• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint), including intermediate Excel skills (e.g., PivotTables). 

• Strong communication skills (listening, presentation, written, and verbal). 

• Insights-based, consultative selling and negotiation skills.

Other Functions: 

• Demonstrate strong retailer knowledge and credibility. Understand the client’s strategy and expectations. 

• Effectively develop and communicate insights. Use persuasive selling approaches and maintain professionalism.

Performance Metrics: 

• On-budget execution of the sales plan. 

• New item acceptance in accordance with client standards. 

• Existing client growth (targeted revenue and/or sales volume). 

• Customer service (NPS).

Knowledge, Skills and Abilities: 

• Strong communication skills (listening, presentation, written, and verbal).

• Insights-based, consultative selling and negotiation skills.

• Intermediate category management knowledge, including (but not limited to) the “4 Ps.” 

• Solid business acumen, including awareness of market and industry trends. 

• Strong organizational and time-management skills. Customer service mindset. 

• Professionalism and ability to perform under pressure.

Certificates, Licenses, Registrations: Valid driver’s license.

Supervisory Responsibility: None.

Working Conditions: Office and field environment.

Travel Requirements: Ability to travel within the U.S. for customer, client, or company meetings, as needed.

Physical Demands: Ability to transport sample products to account calls.

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

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