HALO Branded Solutions

Account Manager

• Program Management
• Collaborate with the clients, Account Executives, sales & program management, and internal departments to develop and maintain the life cycle of ecommerce programs
• Have a thorough understanding of how to manage the program to meet requirements outlined in the Business Requirement Docs and Contract
• Have an in-depth knowledge of brand guidelines, marketing direction, fulfillment and billing requirements
• Own all client-related calendars (marketing, merchandising, product load/refresh) and manage timeline benchmarks
• Prepare internal and external program reviews on a monthly, quarterly, and annual basis
• Resolve issues, delays and conflicts between internal departments
• Collect, analyze, and communicate all pertinent project details, deliverables, and changes to the client and internal stakeholders
• Manage client expectations and communicate project processes, approvals, and timelines
• Manage and communicate changes to existing programs, new programs and marketing initiatives to internal staff
• Lead strategy meetings with technology resources to identify and execute to the processes outlined
• Understand, analyze and communicate findings from sales, inventory and usage reports to provide oversight to demands on inventory, guide informed decisions about item and program performance, and optimize established ship complete, inventory turn, and obsolescence goals
• Account Profitability
• Manage to the profitability goals of each program
• Execute long-range sales and marketing plans to generate increased overall revenue growth of assigned accounts
• Identify new sales opportunities and engage appropriate personnel as needed
• Collaborate with clients to identify and create accurate metrics, sales and revenue projections to measure ongoing success of each program
• Work within program expense budgets, including sample and marketing spend
• Manage the program to meet or exceed profitability – reducing inventory, staff expense, and continually improve efficiencies of internal processes

Program Account Manager

Financial Planning and Analysis

• Lead the organization’s credit strategy and risk mitigation framework to balance revenue growth with financial protection.
• Establish and enforce credit policies, approval authorities, and risk thresholds.
• Oversee customer credit reviews, exposure monitoring, collections strategy, dispute resolution escalation, and bad debt management.
• Direct all accounts payable operations, ensuring timely and accurate processing of invoices, payments, and vendor inquiries.
• Oversee the cash posting team to ensure accurate, timely application of customer payments across multiple payment channels.
• Build, coach, and retain high-performing teams across Credit, AP, and Cash Posting.
• Ensure strong governance, documentation, and segregation of duties across all operational finance processes.
• Provide regular reporting and insights on credit exposure, DSO, delinquency, cash application accuracy, AP cycle times, and vendor performance.

Director of Financial Operations

Project Manager

• Owns the overall scope, schedule, risk assessment of program implementations
• Ensures on time and on budget delivery
• Collaborates with cross-departmental stakeholders to ensure milestones are met by keeping team focused and accountable
• Builds strong relationships with external stakeholders through clear, concise, and consistent communication
• Understanding and ability to communicate technical details to both clients and internal stakeholders
• Collect project assets and information from end users and cross functional teams to upload/configure into systems accurately and timely
• Identifies, recommends, and creates process documentation for internal resources and end users
• Organize, execute and recap internal meetings and client conversations to set action items and upcoming deliverables
• Communicates project status to upper management on a regular weekly cadence
• Relies on extensive experience and judgment to plan and accomplish goals
• Develops solutions to a variety of problems of moderate scope and complexity; refers to policies and best practices for guidance

Implementation Project Manager

• Implement and execute sales projects that contribute to meeting targeted revenue growth plans for client accounts
• Manage multiple projects with varying clients, timelines, priorities, costs and logistical complexities
• Educate and guide clients regarding the company’s order and approval processes, quality standards and production timelines
• Produce creative and accurate quotes and presentations using innovative product ideas to support the client’s branding approach and marketing goals
• Understand industry specific manufacturing, production and decoration methods
• Implement resourceful sourcing and quoting strategies, balancing the client’s and company’s business needs
• Communicate project changes, order timelines and status updates to internal and external stakeholders
• Ensure on-time and on-budget delivery while successfully managing and meeting client expectations
• Proactively work with internal departments and operations resources to account for all aspects of project scope and adjusting as needed
• Utilize internal teams, including Creative, Import, Compliance and HALO resources to bolster company and project value to clients
• Expand strong business relationships with clients, internal resources and vendors
• Maintain accurate and up-to-date records of quotes, orders and art proofs
• Generate reports to track open orders and billing progress

Sales Operations Manager

• Own the day-to-day sales operations support model for Strategic Accounts
• Identify and remove bottlenecks that slow speed to quote, opportunity progression, or forecast visibility within the Strategic Accounts team
• Build and maintain intake and support processes for deal support requests, custom opportunities, and quoting-related needs
• Train new hires on systems, processes, and operating standards to accelerate ramp-up and drive consistent adoption
• Analyze Strategic Accounts seller performance, conversion rates, deal cycle times, pipeline coverage, and seller-level productivity
• Conduct whitespace and penetration analysis across existing and target accounts to identify opportunities to expand into additional Halo solutions and service lines
• Partner with Strategic Accounts leadership to run a disciplined weekly pipeline review process
• Build and manage dashboards that provide leadership with real-time visibility into pipeline health, funnel movement, win/loss trends, forecast risk, and performance against revenue targets
• Implement and continuously improve core sales processes for Strategic Accounts

Sales Operations Manager – Strategic Accounts

Billing Specialist

• Direct contact with customers and designated assigned account executives
• Maintain consistency on invoicing orders and meeting KPI’s set forth within the billing team;
• Escalate orders as necessary to leadership to ensure timely invoicing is captured
• Attend team meetings and provide input on; trends, next step resolutions and exceptions
• Assist Research Team Lead in fielding front-line questions from department employees and other HALO staff
• Assist with new hires, by working with trainers, organizing desk, ordering supplies, and assisting with training
• Help Team Lead monitor team workload: Provide coverage as needed for workload coverage
• Coordinate department overview for employees outside of Research
• Understanding of sales orders: Cost, Sell Commission Margins and adjustments
• Work with employees and management to develop process or system improvements
• Provide employee performance feedback to team lead/supervisor/manager
• Provide continued guidance, training and support for the team
• Manage workload independently on orders; Higher Complex AE Management/support
• Specific workflows may vary depending on what team this role is assigned to.

Billing Coordinator

Sales

• Sales Workflow Management: Intake, triage, and route all incoming sales requests, ensuring proper prioritization based on deadlines, revenue impact, and customer needs
• Maintain the sales queue or project management board, ensuring complete and accurate information
• Monitor progress on active jobs and proactively follow up with team members to prevent delays
• Sales Team Support: Prepare and organize client brief information for Business Development Reps and Account Managers
• Assist with quote creation by gathering product details, vendor pricing, and artwork requirements
• Support sample requests, proof approvals, and follow-through on production timelines
• Cross-Department Coordination: Serve as a communication bridge between sales, creative/art, production, and procurement teams
• Ensure all departments have the information needed to meet client expectations
• Consolidate updates from vendors and internal teams and communicate them back to sales
• Client Service & Communication Support: Draft or send routine client communications (order status updates, proof reminders, tracking info) on behalf of the sales team
• Coordinate meeting scheduling, follow-ups, and preparation of sales materials when requested
• Data & Systems Management: Enter and maintain accurate information within the CRM, order management system, or project management tools
• Track key milestones (quotes sent, proofs approved, orders placed) to support reporting and pipeline accuracy
• Maintain organized digital folders for assets, approvals, and client project documentation
• Continuous Improvement: Identify workflow inefficiencies and recommend process enhancements
• Help develop standardized intake forms, templates, and checklists to support scalable growth

Sales Traffic Coordinator

• Match solution-set with opportunity needs to drive credibility and wins via presenting strategy and the solution with sales team, serving as the SME.
• Engage in high-value, complex, or at-risk opportunities to shape deal strategy.
• Lead value positioning, competitive differentiation, and executive messaging.
• Support pricing strategy, packaging, and commercial structuring in partnership with Finance.
• Develop and execute overlay sales strategies aligned to corporate growth priorities.
• Drive incremental revenue across targeted solutions, industries, or strategic initiatives.
• Equip frontline sellers with messaging, playbooks, and positioning tools in partnership with creative/marketing.
• Conduct training sessions and workshops to elevate sales effectiveness.
• Partner with Product to influence roadmap based on market feedback.

Sales Strategist

Customer Success Manager

• Ensure smooth order management processes
• Provide proactive customer support
• Maintain effective communication with internal and external stakeholders
• Run daily reports of open orders and follow up as needed
• Monitor new orders and schedule follow-up actions
• Review order details to confirm shipping dates and methods
• Track shipments to confirm on-time delivery
• Proactively resolve issues post-shipment
• Maintain clear communication regarding order statuses
• Respond promptly to inquiries from Billing and other internal employees
• Document and manage all order-related actions
• Provide backup support for other representatives
• Work independently to resolve tasks
• Mentor lower-level Customer Service Representatives

Customer Success Representative II

• Achieve each client's marketing objectives through branded merchandise solutions
• Ensure on-time and on-budget delivery of solutions
• Owner of the client experience
• Revenue accountability for a portfolio of accounts; meet targeted revenue growth and margin
• Expand existing account revenue by introducing HALO's unrivaled set of capabilities
• Manage a portfolio projects with varying clients, timelines, priorities, costs, and logistical complexities
• Produce creative and accurate quotes and presentations using innovative product ideas
• Utilize vendor relationship and internal resources for resourceful sourcing and quoting strategies, balancing the client’s and company’s business needs
• Onboard new clients to HALO ways of working: ordering, approvals, quality, production, and more
• Model HALO values of Ingenuity, Inclusion, and Determination while working collaboratively as one, national team
• Manage client expectations through effective communication of project changes, order timelines and status updates to internal and external stakeholders
• Contribute to winning new client accounts
• Maintain accurate and up-to-date records of quotes, orders and art proofs
• Generate reports to track open orders and billing progress
• Communicate extensively with manufacturers and clients
• Develop strong relationships with Sales and Promotional Product Suppliers
• Coordinate ordering and return of samples for client presentations
• Enter sales orders
• Coordinate client reviews and proof approvals

Implementation Specialist

• Strategize with customers to develop employee recognition & incentive initiatives; recommend solutions based on the customer’s goals, strategies, business requirements, and HALO/industry best practices.
• Lead customer-facing discussions from kickoff through launch to recommend, gather, and document program initiatives and scope requirements.
• Oversee the design of recognition and incentive programs, providing consultation and guidance throughout the program design process.
• Provide clear, timely status updates to customers and internal stakeholders while proactively tracking and managing issues and risks that could impact project success.
• Develop and maintain deep expertise in how the technology platform delivers agreed-upon program requirements.
• Present program concepts and examples by creating scenarios in a test environment and/or developing customer-facing presentations.
• Communicate customer expectations and project requirements to cross-functional teams, including account management, sourcing, and data teams.
• Review and understand customer Master Service Agreements and SOWs to identify out-of-scope requests and address them diplomatically.
• Configure websites to support documented and agreed-upon business requirements.
• Create internal and customer-facing documentation, including Confluence reference materials, requirement spreadsheets, process flow charts, and program overview documents.
• Use creative, visual means to translate the functionality of the technology platform to the needs and nomenclature of the customer.
• Create high-level test plans and execute test cases within an implementation.
• Maintain accurate and up-to-date cases in Salesforce, ensuring all project activities, client interactions, and implementation milestones are properly documented.
• Adjust approach, communication style and tools based on lessons learned.
• Maintains intricate master files of customer information in proprietary technology.
• Process change cases for already-live clients, ensuring updates are accurately assessed, documented and implemented.

Implementation Manager

• Perform product research and make recommendations
• Organize client presentations
• Obtain pricing and prepare customer quotes
• Use your judgment to solve complex customer problems with creative solutions
• Communicate with ease and confidence about your ideas and solutions
• Develop strong relationships with Sales and Promotional Product Suppliers
• Communicate extensively with manufacturers and clients via phone and email
• Coordinate the ordering and return of samples for client presentations
• Enter sales orders via the Company’s proprietary system
• Coordinate the client’s review and approval of proofs
• Other duties based on business needs

Account Manager, Sales Support

• Lead the Sales Compensation team through accurate and timely period-end close, ensuring commission calculations are correct, well-documented, and audit-ready
• Serve as an escalation point for tier-two commission inquiries from Account Executives, providing clear and timely resolution
• Maintain a hands-on approach to tactical commission work when needed, ensuring operational continuity regardless of team availability
• Partner with Finance to enforce exception governance around commission adjustments, one-off agreements, and non-standard arrangements
• Ensure commission processes are scalable, well-documented, and built to support a growing and evolving sales organization
• Lead the systematic review and rationalization of existing compensation plans across the organization, identifying and reducing unnecessary variation and complexity inherited through business growth and acquisition
• Develop and maintain a standardized framework for compensation plan design that can be applied consistently across seller types, segments, and business units
• Document all active compensation plans, special agreements, stipends, and discretionary arrangements, building a clear governance structure around what exists and how each is managed
• Work collaboratively with Sales leadership and HR to consolidate plans where appropriate, ensuring that changes are implemented thoughtfully and communicated clearly to affected sellers
• Assess the degree to which current compensation plans drive the growth and profitability behaviors the company is targeting, including deal margin, revenue growth, new client acquisition, and product mix
• Provide data-driven recommendations for plan improvements that better align incentive structures with company objectives while maintaining a highly motivated and competitive sales team
• Evaluate the return on investment of compensation spend, ensuring that incentive dollars are being directed toward the activities and outcomes that matter most to the business
• Partner with Revenue Operations leadership to ensure compensation plan design reflects pipeline and forecast priorities, including deal economics, cost-to-serve, and profitability thresholds
• Provide strategic guidance on commission systems and tools, driving improvements to accuracy, efficiency, and reporting capability
• Build and maintain reporting that gives leadership clear visibility into compensation spend, plan performance, and the relationship between incentive structure and business outcomes
• Ensure commission data integrity and identify process improvements that reduce manual effort, rework, and exception handling
• Supervise and develop the commissions team, setting clear goals, providing coaching, conducting performance evaluations, and fostering a culture of precision and continuous improvement
• Train team members and cross-functional partners on compensation plans, processes, and governance standards.

Sales Compensation Manager

Procurement

• Review and analyze Program reports
• Collaborate with Buyers and Program Account Managers to maintain appropriate inventory levels for SKUs
• Follow individual program and department guidelines to initiate appropriate action for PO placement, follow up, inventory adjustments, and reporting
• Check ship dates on in-bound inventory replenishment orders and work with all stakeholders until receipt
• Post shipments and receiving
• Update notes for items in Fourgen ERP
• Create, proof and submit purchase orders daily
• Review and approve artwork proofs
• Monitor purchase orders with in-hands dates to ensure on-time delivery and proactively address any risks or delays
• Populate and submit item adjustment and freight forms
• Other duties as assigned

Purchasing Specialist

Sales Engineer

• Partner with sales representatives to understand customer requirements and develop tailored technical solutions
• Deliver compelling product demonstrations, presentations, and proof-of-concepts
• Translate complex technical concepts into clear business value for non-technical stakeholders
• Respond to RFPs, RFIs, and technical inquiries with accurate and timely information
• Collaborate with product, engineering, and customer success teams to ensure solution alignment and feasibility
• Provide technical guidance throughout the sales cycle, from discovery to implementation handoff
• Identify customer pain points and recommend solutions that align with business objectives
• Stay current on industry trends, competitive offerings, and emerging technologies