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Advantage Solutions Client Services Coordinator in San Diego, California

Summary

Client Services Coordinator

At our Company, we grow People, Brands, and Businesses!We are seeking a talentedClient Services Coordinator who will be responsible for providing key support to the planning, management, and oversight of events and other special projects. This position will use our company’s proprietary software, as well as proprietary Client software, and Microsoft programs to generate work requests, coordinate cross-functional tasks, and complete associated duties. Results will be obtained through effective planning, influence building, and use of resources.

Take this opportunity to join North America’s leading business solutions provider and build your career working with amazing people in a growing industry! Apply today!

What we offer:

  • Full-Time Benefits (Medical, Dental, Vision, Life)

  • 401(k) with company match

  • Training and Career Development

  • Generous Paid Time-Off

Responsibilities:

  • Document account plans and forecasts: Monitor sales forecasts and event requirements in PTS to ensure accuracy; log activities to track progress against the plan.

  • Manage and/or monitor deployment readiness and resource alignment: Ensure accurate understanding of mutually agreed on client deliverables; create client communication to ensure operational alignment.

  • Prepare standard and ad hoc reports on account status: Analyze account performance and contractual status data; generate a report on event readiness and business performance as scheduled or on demand

  • Craft agreements and formal documents in securing new business: Assemble standard agreements for use by others as boilerplates for non-complex opportunities.

  • Ensure that contracts and statements of work move through a sanctioned approval process and are archived appropriately upon signing.

  • Troubleshoot customer operational issues: Revise inaccurate data entry; solicit and gain required approval, expedite customer involvement, or identify internal operations issues for escalation.

Qualifications:

  • Bachelor's Degree required or equivalent job-related experience

  • 1-3 years of experience in related field marketing

  • Strong analytical and research skills with the ability to visualize and plan objectives and goals strategically.

  • Ability to research and analyze data effectively.

  • Ability to work with management to develop strategic plans to grow the business.

  • Strong prioritization, team building, and communication skills

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 Client Services Coordinator is responsible for providing key support to the planning, management, and oversight of events and other special projects. This position will use Integrated Marketing Services' proprietary software, PTS, as well as proprietary Client software, and Microsoft programs to generate work requests, coordinate cross-functional tasks, and complete associated duties. Results will be obtained through effective planning, influence building, and use of resources.

Essential Job Duties and Responsibilities

Protecting Accounts

  • Document account plans and forecasts: Assess activities to plan; monitor sales forecasts and event requirements in PTS to ensure accuracy; log activities to track progress against the plan

  • Manage and/or monitor deployment readiness and resource alignment: Ensure accurate understanding of mutually agreed client deliverables (e.g., terms and

  • conditions, service-level agreements) and ensure knowledge is dispersed amongst personnel engaged in post-sale activity (e.g., operations, field execution); when needed; act as the focal point for event education and preparation within individual geographies; create client communication to ensure operational alignment

Maintaining Accounts

  • Prepare standard and ad hoc reports on account status: Analyze account performance and contractual status data (e.g. compliance, out of stock, consumer engagement data, etc.); research customer or account business health and other qualification variables that quantify risk or opportunity (e.g. retail market trends, individual shopper trends, etc.); generate report on event readiness and business performance as scheduled or on demand (e.g. capacity reports, product procurement reports, etc.)

  • Provide task substitution assistance in order to facilitate sales: Act in parallel to customer-facing sales in executing any back-office or operational tasks involved with aggregating data that will advance or formalize new deals; enter data using appropriate systems and processes and track processing to completion

  • Craft agreements and formal documents in securing new business: Assemble standard agreements for use by others as boilerplates for non-complex opportunities (i.e. insert form example); communicate formalized expectations of work to stakeholders to ensure understanding of the opportunity and attendant responsibilities in execution; ensure that contracts and statements of work move through sanctioned approval process and are archived appropriately upon signing

  • Troubleshoot customer operational issues: Revise inaccurate data entry; solicit and gain required approval, expedite customer involvement, or identify 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) Bachelor's Degree or equivalent experience

Field of Study/Area of Experience:

  • 1-3 years of experience in related field marketing

Skills, Knowledge and Abilities

  • Analytical and research Skills

  • Good interpersonal skills

  • Ability to visualize and plan objectives and goals strategically

  • Ability to work effectively with management

  • Ability to research and analyze data effectively

  • Ability to develop strategic plans to grow the business

  • Ability to understand and follow specific instructions and procedures

  • Strong prioritization skills

  • Team building Skills

  • Excellent written communication and verbal communication skills

  • Basic computer skills including familiarity with Word, Excel, and Internet usage

  • Integrated Marketing Services' proprietary software, PTS, proprietary Client software

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 the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Additional Information Regarding The Company 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.

Job Locations US-CA-San Diego | US-TX-Austin

Primary Posting Location : City San Diego

Primary Posting Location : State/Province CA

Postal Code 73301

Primary Posting Location : Country US

Requisition ID 2021-397226

Position Type Full Time

Category Client Services/Account Management

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