Director of Engagement
Job Description
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Overview of the Role
We are looking for a Director of Engagement who will manage our national top client partnerships, with a focus on strategic initiatives. This role will lead strategy sessions, business reviews, develop and track KPIs, and provide recommendations. This is a highly visible role in the organization and will work cross-functionally with our internal teams and executive leaders.
Location: Remote
Salary range: $110,000 - $120,000 based on experience, qualifications, and skills.
Travel requirement: 20% (e.g., industry trade shows, client national sales meetings, and/or other events).
What You’ll Do at C.A. Fortune
- Manage client relationship nationally for select C.A. Fortune client partnerships, overseeing partnerships across every pillar within C.A. Fortune.
- Provide strategic leadership by analyzing and tracking macro-level Key Performance Indicators (KPIs) for client’s book of business and providing recommendations, action items, and consultative advice as a CPG expert.
- Partner with the Sales Development team on client selling priorities, giving guidance on strategic approaches.
- Lead 1-2 annual executive, top-to-top meetings and/or business reviews between C.A. Fortune executives and client executives for each client.
- Identify and build leads for existing client partnership expansion opportunities.
- Advise clients on channel goals, marketing strategy, and retail execution.
- Serve as the key point of contact for internal relationships with account personnel, including executives, retail, accounting, branding, e-commerce, sales, and finance.
- Manage revenue forecasting by developing annual budgets rooted in analytics in partnership with the Sales Development team.
- Develop and track KPIs to ensure mutual partnership success, including goals related to sales, distribution, pricing, shelving placement, promotional volume, and promotional spend management.
- Establish regular communication with clients and internal stakeholders to build strong working relationships.
- Lead onboarding for new clients assigned to the desk.
- Work collaboratively with leadership positions across all pillars of the organization (e.g., Sales Development, Retail, ECOM, Marketing, Finance, Support, Sales, etc.).
- Able to lead cross-functional teams towards common goals.
- Develop annual corporate bonuses rooted in KPIs that benefit both the client and C.A. Fortune.
- Provide clients with relevant information for their brand/categories on a regular basis.
- Ability to oversee initiatives and motivate others to execute without being involved in day-to-day operations.
What You Should Bring to the Table
- A Bachelor’s Degree.
- 7-10+ years of CPG industry sales and category management experience.
- Strong presentation, communication, and leadership skills.
- Must demonstrate sales planning, forecasting, and sales execution experience.
- Aptitude to effectively interpret and use multiple information sources to develop strategic plans.
- Proven ability to build and maintain strong, effective relationships with clients and cross-functional groups.
- Proficient in spreadsheet and presentation software; problem solver; well-developed organizational, communication, and time management skills.
- Confident in change management.
- Ability to read, interpret, and present data (e.g., SPINS, Nielsen, IRI).
You Will Stand Out if You Have
- Client Management and/or Agency Experience strongly preferred.
- Prior experience with SPINS, Nielsen, and IRI.
- Understanding of the C.A. model.
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C.A. Fortune
View Company ProfileC.A. Fortune (operating at cafortune.com) is a national consumer-centric integrated commerce agency designed to empower brands in retail dominance. Founded in 1983 and headquartered in Chicago’s West Loop, the company specializes in disrupting the CPG (consumer packaged goods) industry by offering a 360-degree service model. Unlike traditional fragmented approaches, C.A. Fortune consolidates sales strategy, in-store execution, full-service marketing, and end-to-end trade channel management—spanning natural, specialty, conventional, bakery, and deli sectors—into a unified solution. Under the hood, its expertise combines actionable insights, entrepreneurial-driven sales support, and scalable retail execution, ensuring brands can grow from niche players to industry powerhouses. This allows growing brands and large organizations to unlock entrepreneurial agility within structured frameworks, fostering measurable growth in market penetration and revenue. Backed by a reported revenue of $127.5 million, the agency operates with a lean yet impactful workforce.
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