Executive Client Partner

Scribe OpCo dba Koozie Group•Clearwater, FL
•Remote

About The Position

The Executive Client Partner owns Koozie Group’s largest and most complex accounts, including national buying groups, distributor networks, and enterprise distributors, and is accountable for growing them. The role develops multi-year account strategies, builds executive-level value and ROI cases, and navigates multi-stakeholder buying committees to expand Koozie Group’s presence across company stores, programs, web stores, and preferred-supplier lists. The Executive Client Partner works with a Client Success Partner, Segment Leader, and field and inside sales teams to align account sales activity. This role manages named national accounts end to end, including strategy, customer relationships, retention, and growth, with revenue, margin, and share-of-wallet targets. It develops account plans, identifies opportunities and whitespace, and reviews progress with customers through executive Quarterly Business Reviews. It also leads proposals and commercial negotiations, supports field sales, helps protect the post-sale customer experience, maintains Salesforce forecasts, and represents Koozie Group at account events, trade shows, and conferences. The position is remote and requires travel up to 50%.

Requirements

  • At least 7 years of strategic or national account management experience in B2B, including managing multi-million-dollar books and enterprise buying committees.
  • A track record of multi-year account growth through business planning, negotiation, and executive relationships.
  • Executive presence and the ability to build business cases or ROI stories that resonate with senior leaders.
  • Strong financial and analytical skills, including the ability to build an account P&L, interpret data, and turn it into recommendations.
  • Ability to challenge a customer's thinking credibly and without being abrasive.
  • Advanced Excel and PowerPoint skills; working knowledge of Salesforce or another CRM.
  • Self-directed and organized, with the ability to manage several large, complex accounts at once.
  • Ability to travel up to 50%, including for trade shows and overnight trips.

Nice To Haves

  • Bachelor's degree in business, marketing, or a related field, or equivalent experience.
  • Experience in promotional products, hard goods, or the advertising specialty industry, or experience selling through distributors.
  • Experience with ERP or BI tools.

Responsibilities

  • Manage a balanced book of named national accounts end to end, including strategy, relationships, retention, and growth, and deliver revenue, margin, and share-of-wallet targets.
  • Build multi-year account plans that map opportunities and whitespace, define goals and initiatives, establish ROI, and track progress in executive Quarterly Business Reviews.
  • Develop relationships with ownership, executive leadership, procurement, merchandising, marketing, and supplier-relations teams, and identify and equip internal customer champions.
  • Diagnose account business challenges, use data to reframe them, and develop multi-product and program solutions supported by a clear business case.
  • Lead proposals and procurement discussions; negotiate and renew distributor agreements, program pricing, and promotions; and partner with the Segment Leader on program and contract structures.
  • Partner with field account managers on priority opportunities, branch visits, and regional Quarterly Business Reviews, and brief sales teams on account priorities each quarter.
  • Partner with the Client Success Partner on the post-sale experience and serve as the escalation point across Customer Care, Operations, Pricing, and Finance.
  • Maintain an accurate account forecast in Salesforce and report trends, risks, and opportunities to sales leadership.
  • Secure customer references and multi-year expansion, and represent Koozie Group at account events, trade shows, and conferences.
  • Meet account measures for revenue and gross-margin growth, share of wallet and product-line penetration, retention and expansion, forecast accuracy and Salesforce hygiene, and timely completion of account plans and executive QBRs.

Benefits

  • Medical HSA and HRA plans
  • Flexible spending accounts
  • PPO dental
  • VSP vision
  • Employee assistance program
  • Employer-paid life insurance
  • 401(k) with employer match
  • Paid time off
  • Advancement opportunities
  • Tuition reimbursement
  • Employee referral bonus program
  • Employee recognition program
  • Employee charitable giveback program (up to $250 value)
  • Flexible schedules
  • People-first culture
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