Sales Operations Client Consultant

CONVIVIAL BRANDS ELC INCGrand Rapids, MI

About The Position

The Client Consultant is responsible for developing and managing long-term relationships with a portfolio of customers; consulting with customers to ensure the timely and successful delivery of solutions according to customer needs; and– all with minimal supervision. This individual also develops and implements sales and order management strategies and processes to increase efficiency and revenue. Through the management of accounts and sales operations, this individual reduces friction for the Sales Team, allowing them to maximize their time pursuing new customers and growing the business.

Requirements

  • Bachelor’s degree in Sales, General Business, Product Merchandising, or other related field; or equivalent combination of relevant education and experience.
  • 2 – 3+ years of Sales Support or Sales Enablement/Operations experience
  • Ability to influence, coach, and mentor team members – without having direct management responsibilities.
  • Has a customer-centric mindset, focusing on removing friction in external sales and optimizing internal sales.
  • Must be an initiative-taker and a proactive analytical person, capable of functioning in a dynamic, fast-paced, change-oriented environment with minimal oversight and direction.
  • Strong organizational, analytical, and critical thinking skills.
  • Ability to understand and assess business priorities and independently make appropriate decisions.
  • Ability to work with large amounts of SKU and Customer Data
  • Collaborative collaborator with the ability to connect and collaborate with employees at all levels, interacting effectively with senior management and staff to carry out the organization’s mission and objectives.
  • The ability to keep confidence and be a corporate example of professionalism and confidentiality.
  • Ability to be influential and to effectively and quickly build relationships that establish trust, respect, competence, and confidence.
  • Strong interpersonal, presentation, verbal/written communication, and listening skills.
  • Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint.
  • Strong Microsoft Excel and Pivot Table building experience.

Nice To Haves

  • 2 – 3+ years of Project Management experience is strongly desired.
  • 2 – 3+ years working in Customer Portals and Internal ERP systems strongly desired.

Responsibilities

  • Build long-term, trusting relationships with customers by managing and supporting accounts with the customer’s first focus.
  • Uses analytical and critical thinking skills and independent judgment to make decisions in the best interest of our customers and the business.
  • Responsible for making decisions on behalf of the Company with respect to customer projects and for all aspects of customer projects through completion.
  • Owns and operates the “Customer Card” in the ERP system, developing, implementing, and updating the contact information.
  • Manages customer programs and portals, including customer portals, product pricing, and fixtures.
  • Maintains a thorough understanding of each brand’s product offering and leverages their knowledge to proactively promote products to their customers, with the goal of maximizing customers’ value, upselling, and increasing sales (inside sales).
  • Uses knowledge of customer’s priorities to analyze customer patterns and adjust internal processes to create efficiencies between the customer and sales team.
  • Collaborates with the marketing team on behalf of the sales force for various projects.
  • Owns global sales tools, including the order management process, developing, implementing, training, and updating as needed, always striving to automate and increase efficiency.
  • Act as a liaison between cross-functional teams (Marketing, Sales, Supply Chain, etc.) ensuring healthy communication related to customer accounts
  • Analyzes data and sales reports and develops solutions based on the data, such as new products to offer customers and substitutions for out-of-stock products.
  • Use data analytics and sales reports to recommend solutions for their portfolio of customers.
  • Manage new customer onboarding, including set up in all systems and execution of customer agreements.
  • Must use own judgment to select and execute the proper type of agreement for each customer, including agreements with special terms for commissions, seasonal agreements, and fixture agreements.
  • Serves as the main point of contact for the Wholesale website and any online web registration, including the approval management for account activation and logins.
  • Manages the timing of execution for product delivery to stores for yearly releases and projects (new product releases, seasonal product releases, product resets, merchandising, planogramming, and shipment).
  • Performs other duties as assigned.
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