The Client Service Manager (CSM) is responsible for the negotiation, creation, approval, and the implementation of national projects. These responsibilities include project development, budget management, execution monitoring, issue resolution, reporting, up-selling, and invoicing. The CSM must also manage all related financial activities within Product Connection's process while providing a high level of service to client representatives and co-workers and assisting the organization in achieving a service excellence culture.
ResponsibilitiesEssential Duties and Responsibilities:
- Developing national sales plans for our clients and retailers operating within the approved financial guidelines.
- Achieving annual client budgets.
- Establishing, maintaining sound client relationships.
- Facilitation and loading of all retail projects through Project Administrators in Sales Trak following established rules and guidelines.
- Monitoring and reporting project results.
- Collaborate with Field Support and Retail Management to ensure complete and timely execution of all retail tasks
- Ensuring all billing is accurate and timely via established rules and guidelines to include a review of current client bill rates, addresses, and authorized retailers.
- Providing any documentation and backup.
- Maintain accuracy of authorized client billing form.
- Responsible for ensuring Product Connections receives payment for all invoiced work.
- Actively seeking opportunities to up-sell existing and client base.
- Completing all corporate administrative duties within the established guidelines.
- Other tasks as assigned
Additional Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
- Bachelor’s degree (B.A.) or equivalent work experience.
- Highly experienced in retail operations and knowledge of basic accounting principles
Computer skills:
- PC knowledge and skills in Microsoft Office products.
- Strong Excel skills: Data Manipulation (filtering, sorting, freezing panes), Pivot Tables (summarizing/analyzing large data sets in Excel) and VLOOKUP's (quickly pulling in information from a lookup table)
- Project loading, store list creation and reporting (project summary, store detail, exceptions, workload)
Other skills:
- Possess negotiation, project management, research, analysis, and presentation skills.
Supervisory Responsibilities: No
Work environment: Office environment.
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About UsSkills Required
- Bachelor’s degree or equivalent work experience
- Highly experienced in retail operations
- Knowledge of basic accounting principles
- PC knowledge and proficiency with Microsoft Office products
- Strong Microsoft Excel skills, including data manipulation, PivotTables, and VLOOKUP
- Ability to load projects, create store lists, and produce project summary, store detail, exceptions, and workload reports
- Negotiation, project management, research, analysis, and presentation skills
What We Do
Acosta Group fuses storied expertise, unmatched connectivity and advanced insight to accelerate brand growth – everywhere you sell. Our collective of the most trusted retail, marketing and foodservice agencies is reimagining how people connect with brands at every point in the consumer journey. Comprised of Acosta, ActionLink, CORE Foodservice, CROSSMARK, Mosaic, Premium Retail Services and Product Connections, Acosta Group understands and anticipates evolving consumer needs, fueling accelerated performance to connect tomorrow's commerce today. The collective delivers end-to-end solutions, including headquarter sales services, omnichannel retail solutions, assisted sales and training, integrated marketing, foodservice sales enablement and culinary solutions, and the most advanced data and insights.
