Overview This individual contributes to the success of PepsiCo by supporting field sales and customers in collecting and submitting for processing multiple customer activation documents, including credit applications, resale certificates, W9 forms and contracts / beverage agreements. Additionally, this role is responsible to accurately attach customers to price groups, key accounts and ensure changes to sales methods and deliver days are processed as requested by sales. This role plays a large part in communication with other partner functions (MBS CIA, MBS DEA, Finance, Equipment and Resolution FSCs, pricing, AR, etc.) to resolve customer activation and maintenance issues as needed.
Responsibilities - Manage SPA Box and provide 48hr SLA response to all requests, determining next steps and looping in partner functions as needed
- Partner with siloed functions to complete customer maintenance as requested by field, including but not limited to: Name, contact & address updates, route maintenance, delivery frequency & day changes, call day changes, route changes, sales method updates, location changes
- Collect and submit resale certificates (both for new customers and as maintenance on existing customers); ensure resale is accurately and timely updated by MBS CIA team
- Work with partner teams to complete inactivation, change of ownership processes
- Complete requests to Add POs
- Ensure customers are on correct payment method (charge, check, e-check, PAD, etc.) by ensuring forms are complete, accurate and submitted timely via the correct process – both for newly set up customers as well as maintenance on existing customers
- Collect needed information for vendor packets / customer packets / Certificate or Memorandum of Insurance (COI / MOI) requests
- Complete updates to customers wiring for national Flag, Business Segments and Key Accounts, price groups as requested / needed
- Collect supplier W9s, review for completeness, and submit for supplier numbers (customers, sponsorship & true suppliers all fall under this purview)
- Complete mass COF creations or change of ownerships as requested and aligned upon by FSC Sups / Sales leaders
- (West Division Only) Complete support for fairs
- Provide timely updates back to sales on all requests, whether completed or further information needed
Qualifications - 5-6.5 years of experience as mid-level analytics professional with experience, preferably in a leading consumer goods company
- Bachelors in finance or economics
- Strong knowledge of MS Office programs specifically Excel
- Have 1+ years’ experience using SAP & Oracle platforms
- Propensity to learn PepsiCo software systems
- Highly organized and responsive, with ability to work to SLAs and tight deadlines
- Best-in-class time management skills, ability to multitask, set priorities and plan
- Excellent written and oral communication skills; proactively communicates using appropriate methods for situation and audience in clear, concise and professional manner
- Ability to provide superior customer service
- Language Skills – Fluent English
- Be flexible, organized and able to handle competing priorities
- Organization effectiveness
- Comfortability with asking questions / requesting additional information in order to ensure initial data is correct
- Ability to influence cross functional teams to achieve desired outcomes
- Influence leadership
- Ability to summarize multiple data elements, draw conclusions and make recommendations and actions plans based on findings
- Prioritize best ideas and actions to support process implementation