Client Services Manager

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.

Essential 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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