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The IPS Customer Success Manager (CSM) is a sales and service professional in the K12 Schools Foodservice Business Segment. This role is the junior member of a two-person regional team. Priorities for this role include:
Cultivating relationships to drive retention and engagement with existing Tier 2 membership.
Serve as the primary communication and service resource for new and existing members in the West Division.
Plan and coordinate between 5 and 10 region tradeshows annually. Attendance will be varied.
The CSM will be expected to showcase Customer Care, Detailed Planning Skills, Relationship Building and Collaboration skills.
Member Account Management and Engagement
Facilitate Membership account changes through communication and record keeping in Salesforce.
Organize and communicate incoming sales leads to the Business Development Manager.
Assist Director of Sales in assembling member and distributor insights, and new member enrollments.
Collaborate with internal Operations teams to ensure all enrollment details are completed and updated.
Partner with Business Development Manager to achieve individual and regional objectives.
Consistently nurture the Top 51-100 largest customers in the market, leveraging communication tools, marketing campaigns, and manufacturer resources.
Serve as the primary point of member services for the West Division.
Engage with the local School Nutrition Association Chapter and attend local meetings to engage in person with local members.
Tradeshow Planning and Coordination
Collaborate with the Director of Sales and the BDM-West to determine strategic state SNA and/or other K12 conferences and meetings for IPS participation.
Function as the primary point of contact for West Division conference planning.
Collaborate with internal teams to ensure all member collateral is up to date.
Manage all components of tradeshow planning, and attend select events.
Collaboration and Creativity
Present marketing ideas to continuously improve member satisfaction.
Share industry and market insights with the Sales Director and IPS Team.
Demonstrate an enterprise approach, understanding how each IPS team member contributes to the success of the organization.
Experience in K12 sales, sales support, or administrative assistance.
Residence in CA, AZ, TX is preferred.
Proficiency with Microsoft Word, Excel, Power Point and Teams. Salesforce experience is a plus.
High degree of written and verbal communication skills, including confidence on the telephone, and virtual meetings.
Ability to work in a team environment.
Strong desire to provide a positive, professional customer experience.
Creative mindset and ability to bring fresh ideas to the team.
Efficient organizational skills and attention to detail is a must.
Ability to work autonomously on assigned projects and escalate issues as they arise.
Ability to move and lift up to 30 pounds.
Overnight Travel Requirements. Minimal travel; attendance at State or National tradeshows and local SNA chapter meetings.
Years of Relevant Experience. Minimum 1-3 years of experience
Education Requirements. BS/BA or equivalent years' experience