Account Manager, Client Services

Jacent•Lower Moreland Township, PA

About The Position

The Account Manager role strategically and administratively manages client accounts typically ranging between $10,000 and $35,000 of monthly billable work. This role plays a key role in supporting the business by building and maintaining intra-departmental and client relationships through effective communication, resolving client complaints, managing and communicating project needs and expectations through execution and timeline adherence, and navigating successful pivots when necessary. The Account Manager works closely with the client portfolio, the field, and other internal team members to set up mPlans, create reporting analysis based on data, metrics, and KPIs, communicate out to respective parties appropriately, and ensure billing and account projects are accurate and timely. This role must be able to problem solve, critically think, build, and manage solid relationships internally and externally, and communication, both written and verbal, should be excellent. An ideal candidate for this role is a self-starter and motivator who knows how to gauge the business, push and pivot sales and knows how to work as a cohesive team player but rock stars independently.

Requirements

Strong critical thinking, problem analysis, and problem-solving abilities.
Focused attention to detail is a must.
Ability to quickly analyze stored data and pictures to determine if a project is tracking properly and to plan
Excellent verbal and written communication skills with an ability to work with all levels of staff and management
Strong analytical and data analysis abilities
Self-motivated with critical attention to detail, work accuracy, and deadlines
Solid project management and execution skills
Ability to handle multiple projects and tasks and prioritize with exceptional organizational skills
Excellent interpersonal and the ability to connect with clients on a personal level and build strong relationships
Service-oriented with a history of building excellent customer relationships
Ability to work in a team environment as well as independently
High technical aptitude for systems and data and strong computer skills – high proficiency with Excel and other data analytic systems/software (i.e., Smartsheet and NetSuite); proficiency with Microsoft Word, PowerPoint, and Access Microsoft Office suite of products
Proficiency with data exporting and reporting tools
Coaching and consulting skills
Strong client and internal team presentation skills
Positive attitude regardless of the situation
Ability to learn/apply new software tools
Sound understanding of field service
Bachelor’s Degree in business or equivalent experience required
3+ years of experience working with CPG/retailer customers
3+ years of experience in retail or other large account management
3+ years of experience in customer services
Experience in data mining, analysis, and reporting

Nice To Haves

Experience in retail or consumer products-related industry a plus
Experience with Field Management software programs (survey/dashboards)

Responsibilities

Build and manage all aspects of the merchandising client service accounts; manage client relationships to understand client goals, growth objectives, and opportunities
Manage and support client onboarding, offboarding, setup, and changes in Movista and company systems.
Provide internal and external training and training materials on how to utilize Jacent project dashboards, systems, products, and portals.
Create, monitor, and manage mPlans for project launches of clients for compliance, quality assurance, and completion; troubleshooting and problem-solving when issues or concerns arise.
Analyze and collect data and pictures from the field of store exit conditions and mPlans completions, acting where necessary and escalating where appropriate.
Collaborate with internal marketing and communications teams to ensure appropriate messaging and channels are used for account and project communications.
Act as a liaison between clients, data collection, and Movista output to ensure synergies and amicable relationships
Maintain and report out the quality assurance thresholds and compliance metrics and roll-up analysis to management and the field for immediate feedback for clients.
Roll-up reported data to determine overall success and or opportunities for each Scope of Work.
Complete data entry for interdepartmental requests and collaborate with the Accounting team to submit and record client billing
Serving as main point of contact with Movista Account Manager
Understand and demonstrate safe work practices at all times to ensure a safe work environment
Comply with all company policies and procedures
Complete special projects and other duties as assigned by your supervisor