Associate Customer Account

Job Description

REQUIREMENTS

• Bachelor’s degree preferred, or 1–2 years of relevant professional experience.
• Experience in administrative, analytical, sales support, customer support, Field Sales Representative, or Customer Account Analyst roles preferred.
• Strong organization, time management, attention to detail, and accuracy.
• Proficiency in Microsoft Office Suite, with familiarity in SharePoint and collaboration tools.
• Ability to work independently, manage multiple priorities, communicate effectively, and collaborate with cross-functional partners.

RESPONSIBILITIES

Trade Auditing/Analysis (Deductions, Fines, Claims, Post-Audit Work) (40% of Role)

• Support trade deduction analysis, reconciliation, workflow administration, and documentation in partnership with Account Management and Sales Finance.
• Manage customer post-audit claims, including undisputed claim resolution, disputed claim tracking, and timely response management.
• Research and resolve deduction discrepancies, lead follow-up on complex claims, and participate in customer/vendor meetings as needed.
• Drive collection of unauthorized deductions and credits while supporting profitable business performance.
• Support customer metric forecasting, off-invoice trade events, planning tool inputs, and alignment between customer and internal systems.
• Reconcile customer forecasts with Nestlé internal forecasts and support new item setup, trade management, and financial reconciliations.

Customer Distributor Support (10% of Role)

• Coordinate with Nestlé Retail Services on logistics, distribution activities, NRS workbooks, and sell sheets.
• Prepare upcoming-period NRS materials and participate in monthly distributor touchpoints.
• Resolve distributor-to-customer system connectivity issues and monitor out-of-stock reporting, sales impact, and follow-up communications.

Customer Account Team Support & Systems Administration (50% of Role)

• Maintain customer forms, item data, product attributes, UPCs, dimensions, pricing information, and customer item management records.
• Support item setup and maintenance in Osprey and customer systems, including new item implementation and customer initiatives.
• Coordinate and support large-scale planning meetings, including JBP, ICP, industry events, and internal business planning sessions.
• Manage automated customer reporting, retailer reset calendars, category update submissions, and related customer forms.
• Investigate and resolve pricing discrepancies involving contracts, EDI submissions, promotional events, and customer/system updates.
• Manage promotional contracts, validate dates, lead times, and funding amounts, and review promotional activities with Account Managers.
• Coordinate sample ordering and maintain sample inventory records.

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