Account Service Representative (63933)

The Account Service Representative partners with Business Development Representatives and the Marketing Department to support merchandising initiatives and deliver exceptional customer service within an assigned territory. This role requires daily travel, service execution, and proactive collaboration to execute brand strategy and standards.

Requirements

• Provide excellent customer service, building relationships with account staff and ensuring high quality execution.
• Maintain the call Account frequency and service schedule as planned by the Account Service Manager (ASM) and Director of Sales & Execution.
• Identify incremental opportunities during account visits and implement these opportunities as needed.
• Review account data and execute any plans initiated in collaboration with the BDR and ASM.
• Follows and executes the standard merchandising processes during all scheduled visits.
• Ensure quality standards are maintained through proper inventory management, rotating stock, and pulling any out-of-code products in accordance with WDI return policies.
• Create and maintain impactful displays to maximize visibility of key brands per marketing plans, as well as non-alcoholic areas, in all accounts serviced.
• Lift/move cases of product (25–50 lbs.) and work hands-on in the field.
• Complete thorough daily notes using tools including AI and Karma, as required for each account that highlights tasks carried out along with account opportunities.
• Determine needs and distribute Point of Connection Material (POCM) and maintain organized POCM staging area.
• Assist with Maintaining Maintain updated signage graphics and promotional material in all scheduled accounts serviced.
• Maintain POCM stock and supplies in a neat and orderly condition per company policy.
• Ensure vehicle maintenance per the service schedule, maintain cleanliness, and stocked only with updated material for market use.
• Adjust hours to support promotions, holiday weekend merchandising, and possible workday overflow.
• Identify and execute career development goals, including training on a timely basis.
• Travel throughout a region/territory on a daily basis.
• Actively participate in all routine meetings.
• Attend and participate in all necessary routine supplier communications & training.
• Assists the Sales and Marketing team with any additional activities as assigned.
• Adhere to all W.E.A. & A.O.E. requirements.

Benefits

• Generous Paid Time Off
• 401k Matching
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Paid Holidays
• Paid Vacation