Client Services Coordinator - Full-time

Summary

IN Marketing Services is the marketing division of Advantage Sales and Marketing, the largest Sales and Marketing Agency in North America. Our focus is on influencing buyer behavior and driving sales through shopper marketing, experiential marketing, in-store event services and more. We form close relationships with the leading brands and retailers that matter most.


Job Purpose


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.


Job 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.

Job Requirements


Education

• 4 year college degree preferred or equivalent job-related experience.

Experience

• One year of related field marketing experience.

Skills & Competencies

• Creative self-starter with organization, analysis, and problem-solving skills.
• 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 measureable 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.

Tools/Software

• Basic knowledge with Microsoft Office Suite - spreadsheets, word processing, presentation development.
• Integrated Marketing Services' proprietary software, PTS, proprietary Client software.

Advantage Sales & Marketing, LLC is proud to be an Equal Opportunity Employer

Responsibilities

Advantage Sales and Marketing, LLC (ASM) 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. ASM 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. A detailed Environmental and Physical Requirements document is available in the Total Rewards department.

Additional Information Regarding ASM 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. ASM 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. ASM 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).

Disclaimer

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.

Are you passionate about Service Excellence, Results, Integrity, Entrepreneurial Focus and Leadership: These are our values at Advantage Sales & Marketing LLC. Come learn why “Winning Together” is more than just words on a piece of paper. It is the vision by which we live our mission as an organization: "To create outstanding value for clients and customers through superior sales execution, operational excellence and innovative marketing services."

Advantage Sales & Marketing LLC 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, ASM 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.