Executive Client Partner

This is a fully remote position, open to applicants in Florida.

📋 Description

• Take ownership of Koozie Group's most substantial and intricate accounts, which include national buying groups, distributor networks, and enterprise distributors.

• Develop long-term account strategies and create compelling executive-level value and ROI presentations.

• Successfully navigate multi-stakeholder buying committees to expand account share.

• Oversee named national accounts from start to finish, including strategy development, relationship management, retention, and growth initiatives.

• Achieve revenue, margin, and share-of-wallet objectives.

• Identify opportunities and gaps, set goals and initiatives, and evaluate progress during executive Quarterly Business Reviews.

• Cultivate relationships with ownership, executive leadership, procurement, merchandising, marketing, and supplier relations teams.

• Recognize and empower internal champions.

• Analyze account challenges and propose data-driven multi-product and program solutions.

• Lead the proposal process, negotiate and renew distributor agreements, program pricing, and promotions.

• Collaborate with the Segment Leader on program and contract frameworks.

• Work closely with field account managers on key opportunities, branch visits, and regional QBRs.

• Update sales teams on account priorities each quarter.

• Partner with the Client Success Partner to enhance the post-sale experience.

• Act as an escalation point for issues across Customer Care, Operations, Pricing, and Finance.

• Maintain precise account forecasts in Salesforce and communicate trends, risks, and opportunities to sales leadership.

• Obtain customer references and drive multi-year expansions.

• Represent Koozie Group at account events, trade shows, and conferences.

• Meet objectives related to revenue, gross margin, share-of-wallet, retention, expansion, forecast accuracy, Salesforce hygiene, account planning, and QBRs.

⛳️ Requirements

• A minimum of 7 years of experience in strategic or national account management within B2B, including managing multi-million-dollar portfolios and enterprise buying committees.

• Proven success in achieving multi-year account growth through business planning, negotiation, and fostering executive relationships.

• Strong executive presence with the ability to develop a compelling business case or ROI narrative that resonates with senior leadership.

• Excellent financial and analytical skills, capable of constructing an account P&L, interpreting data, and making strategic recommendations.

• Ability to challenge customer perspectives in a credible and non-abrasive manner.

• Proficiency in advanced Excel and PowerPoint.

• Familiarity with Salesforce or another CRM platform.

• Self-motivated and organized, capable of managing several large and complex accounts concurrently.

• Willingness to travel up to 50%, including attending trade shows and taking overnight trips.

• Bachelor's degree in business, marketing, or a related field (or equivalent experience) is preferred.

• Experience in the promotional products, hard goods, or advertising specialty industry, or selling through distributors is a plus.

• Knowledge of ERP or BI tools is advantageous.

🏝️ Benefits

• A culture that prioritizes people.

• Flexible work schedules.

• Medical HSA and HRA plans.

• Flexible spending accounts.

• PPO dental coverage.

• VSP vision benefits.

• Employee assistance programs.

• Employer-paid life insurance.

• 401(k) plan with employer matching.

• Paid Time Off (PTO).

• Opportunities for advancement.

• Tuition reimbursement.

• Employee referral bonus program.

• Employee recognition initiatives.

• Charitable giveback program for employees (up to $250 value).