The analytical layer behind account management.
An Account Planning Analyst separates research and account intelligence from relationship ownership. The account manager stays client-facing; the analyst keeps the account view current and helps identify where deeper investigation is justified.
What the analytical function can own.
Maintain account context, monitor relevant external change, compare client needs with the current supplier footprint, prepare hypotheses for account reviews and flag accounts that deserve deeper analysis.
The analyst does not need to own the client relationship or close the commercial conversation.
You do not always need another permanent role.
Where the requirement is intermittent, the portfolio is modest or the operating model is still being tested, the analytical layer can be supplied externally.
ProperBizFix provides account-level and portfolio-level intelligence while the internal account team keeps ownership of the relationship.