Customer Advisor I

As a Customer Advisor I, you’ll be a trusted partner who turns retail data into actionable category strategies—helping clients and customer teams improve assortment, space, merchandising, and pricing decisions. You’ll collaborate cross-functionally, bring insights to life through compelling storytelling, and support execution in-market through store visits and audits. 

• Support category management execution for a designated customer by helping implement category strategies, business insights initiatives, and customer-ready recommendations that drive growth. [
• Build strong partnerships with business managers and client stakeholders to help develop and advance strategic category plans aligned to retailer and client objectives
• Participate in routine market/customer visits alongside business managers and clients to advance category initiatives, validate insights, and strengthen working relationships. 
• Conduct store audits and field checks to evaluate assortment, shelf space, merchandising execution, and pricing across assigned categories—then translate findings into practical actions.  
• Help deliver category management reviews by supporting business managers and/or space technologists in preparing and presenting customer-facing category reviews and insights. 
• Analyze and refresh insights presentations for assigned clients, ensuring the story is clear, persuasive, and grounded in reliable data. 
• Maintain frequent internal and external communication with category managers and key customer personnel to keep projects moving, remove roadblocks, and support the category management process end-to-end
• Coordinate with shared analytics partners (CSBI) to manage timelines and ensure base presentations are completed accurately and on schedule to meet customer team needs. 
• Partner with CSBI to manage and update syndicated databases used for customer, client, and/or market reviews—supporting clean, current inputs for analysis.
• Use syndicated and customer data sources (e.g., IRI, Nielsen/ACNielsen-type scanning data, POS, and loyalty data) to generate insights that inform category recommendations and performance reviews.
• Take on additional responsibilities as assigned, supporting continuous improvement and team priorities.

Education & Certifications

• Certified Professional Strategic Advisor (CPSA) certification required. 
• Bachelor’s degree or equivalent combination of education and relevant experience preferred.

Experience

• 5+ years of experience in category management, sales, business insights, analytics, or related CPG/retail roles. 
• Proven experience supporting customer- or client-facing category initiatives, including data-driven recommendations and in-market execution.

Technical & Analytical Skills

• Demonstrated experience working with syndicated data and analytics systems, with a strong understanding of how data is generated, maintained, and applied to business decisions. 
• Hands-on experience with IRI and Nielsen / ACNielsen syndicated data platforms and related tools. 
• Proficiency in Windows-based applications, including spreadsheets, presentations, databases, email, and reporting tools. 
• Ability to analyze complex data sets and translate insights into clear, compelling stories and recommendations for internal teams and customers. 

Communication & Collaboration

• Excellent written and verbal communication skills, with confidence presenting insights to internal partners and external customers. 
• Strong ability to collaborate cross‑functionally with business managers, category managers, analytics partners (CSBI), and customer teams. 
• Comfortable building relationships and influencing outcomes in a fast‑paced, matrixed environment. 

Core Competencies & Ways of Working

• Strong sense of ownership and urgency—you take initiative, follow through, and act like