Major Account Coordinator

ESSENTIAL DUTIES AND RESPONSIBILITIES

Daily Operations – 5%

Focus on the timely and accurate completion of transactional support including, but not limited to:

Service request queue:
Monitor MAC service request queue and take ownership of assigned AE requests

Corporate requests:
Monitor customer requirements for assigned MAEs / customers provided from USF’s corporate office. Take timely and accurate action as directed

Sales Support – 70%

Sales planning:
Participate in weekly MAE collaboration calls, proactively monitor assigned MAE’s planned customer visits / activities, and take actions to drive profitable growth

Customer impressions:
Contribute to the company's outbound customer impression goals by initiating pre-planned customer interaction

Reporting and analytics:
Produce and analyze customer-specific reports to facilitate the following opportunities: maximizing customer’s contracted product utilization, decreasing slow/dead inventory, improving service levels, tracking complicated orders (customer events), and additional reporting as needed by MAEs.

Customer business reviews (CBRs):
Prepare CBRs for MAE’s upcoming customer sales calls, producing materials from existing templates, tracking completion of reviews and providing detailed analysis on the impact to sales;
Monitor follow-up from business reviews, including tracking post review activities, action items and communicating to relevant stakeholders to ensure successful follow-up and resolution

Customer product / services:
Utilize customer relationship management platform to proactively analyze customer product and service recommendations based on customer-specific knowledge and leverage USF’s e-commerce platform to present opportunities to customers

Customer profitability:
Make informed product conversion recommendations to MAE’s to drive profitability; leverage product research on key attributes (nutritionals, price, exclusive brands, compliance, etc.). Monitor follow-up from product conversions including coordinating new item requests, submitting customer’s forecasted volume to Replenishment (DCTs), and updating customer lists / order guides

Customer rebates:
Analyze customer incentives and rebate programs to identify opportunities to grow profitable sales, make recommendations to MAE and customers

Customer promotions (Limited Time Offers - LTOs):
Coordinate and track LTOs and new/discontinued items in conjunction with other functions

Customer shopping lists:
Set up and proactively maintain customer’s master shopping lists and/or order guides to prevent out-of-stocks during customer’s ordering cycle; partner with Merchandising to find acceptable customer product substitutes

Customer proprietary inventory:
Monitor customer’s proprietary slow moving and dead inventory. Produce product listings and usage to MAE and customer. Make recommendations to convert slow items to USF’s exclusive brands to optimize customer’s service level

General ledger coding:
Set up and maintain general ledger coding and invoice sequencing based on customer-specific requirements

Customer pricing / credits:
Resolve customer pricing concerns with Customer Operations. Upload mass credit/debit requests, as needed.

Accounts Receivable:
Partner with cross-functional teams to investigate and resolve credit-related issues

New customers:
Partner with cross-functional teams to ensure timely and accurate new customer set-up, on-boarding, and maintenance

Prospective customers:
Analyze prospective customer’s product requirements and produce recommended order guides

Other duties as assigned

Customer Retention – 20%

Identification of at-risk customers:
Proactively identify at-risk customers based on churn indicators, including tracking category declines, poor service level and skip days; communicate and make recommendations to MAEs of at-risk accounts to be fed into SOS processes and Customer Satisfaction routine

Personal Development – 5%

Engage in formal US Foods performance management programs

Actively participate in personal development through conversations with leadership and contributing to the creation of individual development plans

Attend sales meetings to keep apprised of sales…