HALO Branded Solutions

Account Manager

• Manage timelines, deliverables and milestones across client buys, store operations, and ad hoc initiatives.
• Coordinate cross-functional teams (production, web, analytics, finance) to ensure seamless execution.
• Track progress, address issues, and maintain project documentation as required.
• Support the development of product enhancements and process improvements.
• Serve as a key point of contact for clients, providing timely updates and responding to inquiries.
• Support client meetings, including preparation, follow-up and reporting.
• Troubleshoot and resolve account-related issues (e.g., fulfillment, inventory, store performance).
• Deliver reporting and performance insights to both clients and internal stakeholders.

Operational Account Manager

Billing Specialist

• Review and resolve pricing discrepancies between customer orders and vendor invoices in collaboration with Order Processing team
• Serve as a direct point of contact for customers and assigned Account Executives to address billing-related inquiries
• Maintain consistency by ensuring 90% of invoicing occurs within the 0–14 day time frame
• Escalate orders to leadership as necessary to ensure timely invoicing
• Attend team meetings and provide insights on trends, resolution steps, and exceptions
• Prepare, update, and maintain Excel spreadsheets as needed
• Communicate effectively with Account Executives to resolve billing issues and provide one-touch resolution where possible
• Exercise autonomy to diagnose customer situations and make sound decisions on prioritization to meet deadlines
• Apply knowledge of sales orders, including cost, sell commission margins, and adjustments
• Review freight charges and accurately apply or remove them as needed
• Independently manage order holds and release workflows
• Adapt to specific workflows that may vary depending on the team assignment

Billing Coordinator II

Accounts Receivable

• Manage assigned corporate accounts and ensure timely collections on outstanding balances
• Monitor aging reports and follow up on past-due invoices via email and phone
• Maintain strong relationships directly with B2B clients to ensure smooth payment processes
• Determine write-offs (month end and small amount)
• Apply customer payments, adjustments, and credit memos accurately
• Investigate and resolve billing discrepancies, payment issues, and disputes
• Coordinate with internal teams (Sales, Account Executive, Customer Service, and Finance) to resolve AR-related concerns
• Make recommendations to Supervisor for collection of past due accounts
• Provide clients with invoice copies, statements, and payment confirmations upon request
• Maintain accurate customer records, collection notes, and account history in the system
• Prepare weekly and monthly AR reports for Account Executive review
• Research returned mail and bank correspondence (short- & over-payments)
• Independently manage AR and escalations
• Payment research and credit validation support when needed

Accounts Receivable Representative II

Customer Success Manager

• Run daily reports of open orders and complete necessary follow-ups as needed
• Monitor new orders and schedule appropriate follow-up actions, documenting dates and reasons accurately
• Review order details to confirm shipping dates and methods align with delivery deadlines
• Track shipments using multiple carrier websites to confirm on-time delivery
• Proactively identify and resolve issues post-shipment to maintain customer satisfaction
• Maintain clear and professional communication with Account Executives, sales teams, suppliers, and other stakeholders regarding order statuses, supplier concerns, and anticipated shipping timelines
• Respond promptly to inquiries from Billing, Accounts Receivable, and other internal employees regarding orders
• Document and manage all order-related actions, updates, and resolutions in designated systems
• Provide backup support for other customer service representatives to ensure seamless operations and consistent service levels
• Work independently with minimal supervision to resolve order-related tasks
• Mentor and guide lower-level Customer Service Representatives as needed
• Adapt to team-specific workflows, which may vary based on assignment

Customer Success Representative II

Executive Assistant

• Provide high-level administrative support to the Chief Executive Officer (CEO) and, over time, to other executives
• Provide comprehensive calendar management for the CEO, including scheduling meetings, resolving conflicts, and prioritizing time effectively
• Coordinate domestic and international travel, including itineraries, accommodations, and expense reporting
• Prepare and edit correspondence, reports, presentations, and other documents for executive review
• Plan and coordinate executive meetings, board meetings, and company events, including logistics, agendas, materials, and vendor management
• Act as a liaison between the CEO, executive team, employees, and external stakeholders, ensuring timely and clear communication
• Maintain confidentiality with sensitive company and personal information
• Proactively anticipate the needs of executives and provide solutions to enhance efficiency
• Expand support to other senior leaders as business needs evolve

• Provide comprehensive calendar management for the CEO, including scheduling meetings, resolving conflicts, and prioritizing time effectively
• Coordinate domestic and international travel, including itineraries, accommodations, and expense reporting
• Prepare and edit correspondence, reports, presentations, and other documents for executive review
• Plan and coordinate executive meetings, board meetings, and company events, including logistics, agendas, materials, and vendor management
• Act as a liaison between the CEO, executive team, employees, and external stakeholders, ensuring timely and clear communication
• Maintain confidentiality with sensitive company and personal information
• Proactively anticipate the needs of executives and provide solutions to enhance efficiency
• Expand support to other senior leaders as business needs evolve
• Serve as the first point of contact for employees and visitors
• Manage day-to-day office operations including scheduling, correspondence, filing systems, and data management
• Coordinate vendor relationships, stock procurement and mail delivery distribution
• Organize staff events and meetings and serve as cross-functional communication support

Executive Assistant – Office Management

• Support onboarding of new hires, including managing checklists, leading training sessions, and maintaining two-week onboarding schedules
• Maintain and update team knowledge resources, including Confluence pages, calendars, and the Guide to Account Operations
• Facilitate and lead team drop-in sessions and contribute content to team meetings
• Monitor and manage Paylocity requests and timecard approvals
• Assist in conducting 1:1 team touch bases and support performance feedback processes
• Address and resolve team escalations as needed, ensuring positive outcomes
• Partner with Account Executives to assess support needs and deliver operational alignment
• Assist in scheduling and ensuring adequate coverage for team leave requests
• Collaborate in the development and continual improvement of training materials
• Stay current on HALO’s internal systems and processes, and effectively communicate updates to the team

Supervisor, Account Management (Remote)

• Serve as the primary point of contact, building trust and credibility through proactive communication and exceptional service.
• Understand client business goals and align HALO’s solutions to support their success.
• Develop and execute strategic account plans, including upsell opportunities and risk mitigation strategies.
• Conduct regular business reviews and performance reporting to demonstrate program value and ROI.
• Collaborate with internal teams to ensure seamless delivery and continuous improvement of client programs.
• Lead the implementation and ongoing management of sales incentive and recognition programs.
• Monitor and report on program performance, leveraging data to provide insights and recommendations.
• Manage timelines, deliverables, and cross-functional coordination for program enhancements and issue resolution.
• Ensure accurate and timely invoices, reporting, and customer service support.
• Champion process improvements to enhance client experience and internal efficiency.
• Troubleshoot and resolve issues related to data feeds, platform configuration, billing, and reporting.
• Provide feedback on product enhancements based on client needs and industry trends.
• Support special projects and initiatives assigned by the Sr. Strategic Account Manager.