Coordinator Account Services

Job Locations US-CA-San Diego
Primary Posting Location : City
San Diego
Primary Posting Location : State/Province
CA
Primary Posting Location : Postal Code
92101
Primary Posting Location : Country
US
Position Type (Portal Searching)
Full Time
Requisition ID
2022-423720
Category (Portal Searching)
Client Services/Account Management

Summary

Coordinator Account Services
The Coordinator Account Services is responsible for providing key support to aid in the planning, management, and oversight of accounts and other special projects. They must be able to collaborate effectively to deliver on mutual client and retailer objectives. Results will be obtained through effective planning, influence building, and use of resources.

Responsibilities

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

 

Position Summary
The Coordinator Account Services is responsible for providing key support to aid in the planning, management, and oversight of accounts and other special projects. They must be able to collaborate effectively to deliver on mutual client and retailer objectives. Results will be obtained through effective planning, influence building, and use of resources.

 

Essential Job Duties and Responsibilities
Protecting Accounts
• Documents account plans and forecasts: Assesses activities to plan; develops, monitors sales forecasts and event requirements in PTS to ensure accuracy; logs activity to track progress against the plan.
• Manages deployment readiness and resource alignment: Ensures accurate understanding of mutually agreed client deliverables (e.g., terms and conditions, service-level agreements) and ensures knowledge is dispersed amongst personnel engaged in post-sale activity (e.g., operations, field execution); when needed, acts as the focal point for event education and preparation within individual geographies; creates client communication to ensure operational alignment.

 

Maintaining Accounts
• Prepares standard and ad hoc reports on account status: Analyzes account performance and contractual status data to identify internal improvement areas; generates reports on event readiness and business performance as scheduled or on demand.
• Provides task substitution assistance in order to facilitate sales: Enters data using appropriate systems and processes and tracks processing to completion; takes ownership of mutually agreed client deliverables to effectively ensure that they are implemented and measured; builds event manuals that accurately reflect event expectations and communicate key operational information (e.g., selling points, recipes, etc.).
• Crafts agreements and formal documents in securing new business: Communicates formalized expectations of work to stakeholders to ensure understanding of the opportunity and attendant responsibilities in execution.
• Troubleshoots customer operational issues: Revises inaccurate data entry; solicits and gains required approval, expedites customer involvement, or identifies internal operations issues for escalation.

 

Supervisory Responsibilities

Direct Reports
- This position does not have supervisory responsibilities for direct reports

Indirect Reports
- This position does not have guidance or mentoring responsibilities for indirect reports

 

Travel and/or Driving Requirements

- Travel and Driving are not essential duties or functions of this job

 

Minimum Qualifications: The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

 

Education Level:

(Required): Associate's Degree or equivalent experience
(Preferred): Bachelor's Degree Or equivalent experience

 

Field of Study/Area of Experience:
2-4 Years of experience in Account Services. CPG experience a plus.

 

Skills, Knowledge and Abilities:
• Basic level influencing skills – ability to manage internal and external boundaries, set expectations, and build alignment at varying management levels/client interface
• Basic level insight skills – ability to identify and develop robust data on internal and external operations (especially regarding customer expectations and alternatives) and transform that data into decisions that balance risk with reward
• Basic level execution skills - ability to coordinate mutually agreed expectations of what is promised to the customer into measurable business results
• Basic level credibility skills – ability to use personal effectiveness to link relationships, processes, and business methodologies with revenue-producing activities
• Ability to listen to direction and communicate that direction to others
• Ability to prioritize work from multiple stakeholders and tactfully communicate those priorities
• Ability to communicate effectively with team members who reside in multiple locations
• Ability to communicate effective over multiple electronic means, as well as in person
• Basic MS Office Suite skills

 

Environmental & Physical Requirements
Office / Sedentary Requirements
Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.


Additional Information Regarding Advantage Solutions Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

 

Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.

 

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

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