C.A. Fortune

Client Partner

• Lead and manage a team of employees within the Regional Client Partnership team, primarily focusing on managing individuals to ensure they are motivated, productive, and aligned with the organization's goals and objectives.
• Oversee multiple top clients within C.A. Fortune’s total portfolio.
• Advise clients on account-specific goals, marketing strategies and retail execution.
• Drive client strategies within a specific region, primarily in partnership with sales, in-store and insights teams.
• Establish regular communication with clients and customers leading to strong working relationships.

Client Partnership

• Lead and manage a team of employees within the Regional Client Partnership team
• Oversee multiple top clients within C.A. Fortune’s total portfolio
• Drive client strategies within a specific region in partnership with our sales, in-store and insights teams
• Advise clients on account-specific goals, marketing strategies and retail execution
• Attend client sales meetings and any major Industry shows and events at which assigned key accounts will be present
• Report to the Sr. Director of Client Partnerships
• Monitor feedback, give performance reviews, coaching, and development for team members
• Build relationships with account personnel including top management, merchandising, accounting, advertising, operations, logistics and finance
• Deliver budgeted revenue while maintaining expenses
• Identify new growth opportunities such as expanded product distribution or increased promotional activity
• Meet or exceed client KPI’s
• Establish regular communication with the clients and customers that lead to strong working relationships.
• Coordinate efforts to develop and deliver sales presentations to clients and customers

Client Partnership Director

Business Development Rep

• The Business Development Manager drives revenue growth by managing client relationships, executing sales strategies, and expanding market presence.
• Location: Remote must be local to Omaha, NE for regional travel.
• Travel Requirements: 10-20%, travel possibilities would include retailer meetings, industry shows, client meetings and team trainings.

Business Development Manager

Accountant

• Prepare and post journal entries for accruals, prepaids, fixed assets, and other key transactions in accordance with GAAP and internal policies.
• Involved in the month-end and year-end close processes, ensuring timely and accurate completion of financial reporting deliverables.
• Maintain and reconcile general ledger accounts, ensuring accuracy, completeness, and proper classification of transactions.
• Perform detailed balance sheet reconciliations monthly, investigating and resolving variances to ensure data integrity.
• Develop and implement process improvements to streamline accounting workflows, reduce manual effort, and enhance data accuracy.
• Managing and responding to inquiries sent to the Accounting department’s shared email inbox.
• Ensure compliance with internal policies, accounting standards, and regulatory requirements.
• Assist with ad hoc analyses, reporting projects, system implementations, and other strategic initiatives as needed.
• Analyze financial statements and internal reports to identify discrepancies, variances, or unusual trends and proactively resolve issues.

Senior Staff Accountant

Director

• Client relationship management nationally for select C.A. Fortune client partnerships, overseeing partnerships across every pillar within C.A. Fortune
• Strategic leadership - analyze and track macro level Key Performance Indicators (KPIs) for client’s book of business & provide recommendations, action items and consultative advice as a CPG expert
• Partner with Sales Development team on client’s selling priorities – give guidance to strategic approach
• Lead 1-2 annual executive, top-to-top meetings and/or business reviews between C.A. Fortune executives and client’s executives for each client
• Identify and build leads for existing client partnership expansion opportunities
• Advise clients on channel goals, marketing strategy and retail execution
• Key point of contact for internal relationships with account personnel including executives, retail, accounting, branding, ecommerce, sales and finance
• Revenue forecast management – develop annual budget rooted in analytics in partnership with Sales Development team
• Develop and track KPI’s to ensure mutual partnership success - This includes but not exclusive to goals related to sales, distribution, pricing, shelving placement, promotional volume and promotional spend management
• Establish regular communication with clients and internal stakeholders that lead to strong working relationships
• Lead onboarding for new clients assigned to desk
• Works collaboratively with leadership positions across all pillars of organization (i.e. Sales Development, Retail, ECOM, Marketing, Finance, Support, Sales, etc.)
• Able to lead cross-functional teams towards common goals
• Develop annual corporate bonuses rooted KPIs that benefit both the client and C.A. Fortune
• Provide clients relevant information for their brand/categories on a regular basis
• Ability to oversee initiatives and motivate others to execute without being involved in the day-to-day

Director of Engagement

Sales Development Rep

• In this role, you'll oversee sales management within a designated territory or nationally, depending on client partnerships with C.A. Fortune.
• You'll cultivate strong relationships with key account personnel across various functions.
• Provide strategic advice on marketing and retail execution, and attend major industry events to represent your accounts.
• Focus will be on meeting or exceeding client KPIs, delivering budgeted revenue while managing expenses, and identifying growth opportunities.
• Develop and present impactful sales presentations, secure client-approved schematics, and support the Client Service Specialist in managing claims and trade deals.

National Sales Development Manager

Sales

• In this role, you'll lead and innovate within the department, managing a team to drive results and uphold C.A. Fortune’s culture.
• You’ll oversee daily operations, address staffing needs, and ensure top-tier client and customer management within the West Region.
• Your responsibilities include building strong relationships with key account personnel, advising on strategic goals, and attending major industry events to represent C.A. Fortune.
• You’ll drive revenue growth, maintain budgeted expenses, and identify new opportunities for product distribution and promotional activity.
• By meeting or exceeding client KPIs and delivering impactful sales presentations, you’ll play a crucial role in enhancing client partnerships and achieving business objectives.

Sales Enablement Director

Performance Marketing

• Ingest, clean, and standardize raw data exports from major retail media platforms (e.g., Amazon, Instacart, Walmart, Kroger, and others).
• Design and maintain data models that unify campaign metrics across retail media networks.
• Build and own weekly, monthly, quarterly, and annual client-facing Power BI dashboards (leveraging existing templates and expanding automation over time).
• Develop recurring and ad-hoc AMC models.
• Perform Excel / Power Pivot deep dives for one-off requests (e.g., impact analyses, category-level reporting).
• Deliver quick-turn data pulls and visualizations to support client meetings, new business opportunities, and planning initiatives.

Senior Category Analyst – Paid Media

Onboarding Specialist

• Onboarding is a crucial point in the client journey at C.A. Fortune
• Work with client success, order entry and other cross-functions to ensure a seamless experience for our clients
• Support the Finance Onboarding Supervisor during the onboarding process
• Reconcile commissions received by clients in the onboarding cycle
• Assist with projects and tasks assigned by supervisor
• Take on commission reconciliations on new accounts as assigned
• Assist in creating and maintaining client-facing financial documents
• Email clients regarding outstanding materials for onboarding
• Gather and track paperwork and tasks associated with client onboarding
• Research roadblocks instructed by supervisor during onboarding process