Tactiq

Account Manager

• Own and manage a portfolio of vendor and retail accounts, serving as their trusted advisor and main point of contact.
• Ensure successful client onboarding and training, tailored to the unique needs of each customer.
• Drive platform adoption by providing ongoing support, insights, and best practices.
• Monitor client activity, proactively identifying risks or opportunities for engagement or upsell.
• Coordinate with internal teams (Product, Support, Customer Care) to address technical issues, feature requests, or process challenges.
• Track and document all client communications and feedback in the CRM system.
• Conduct regular account reviews and business check-ins to ensure satisfaction and alignment with client goals.
• Collaborate with sales and marketing to identify expansion opportunities and support renewals.
• Manage the annual budget for account and support accounts receivable as needed.

Analyst

• Work both remotely and on-site with a major retail partner to maintain company relations, assist in retailer category management, and achieve desired sales/operational expectations.
• Responsible for category insights, analysis, dashboards, and support to the retailer with an emphasis on Food/Beverage/DSD products.
• Interface between company/employer, retailer, and distributor network to develop/maintain/enhance current and future business and revenue sources.
• Build and maintain ongoing rapport with key retailer/network distributor contacts.
• Organize and develop recurring analysis such as annual, year to date, quarterly, monthly, and weekly sales reports, including space/product rationalization analysis and zero scan reports.
• Interface with buyers/customer service support team and coordinate retailer, distributor, and consumer issues and resolutions.
• Assist retail partner in everyday operational tasks, including but not limited to, standardized and ad hoc reports, phone surveys, field support, correcting scan issues, interacting with distribution partners.
• Schematic creation while using space/product rationalization.
• New item setup, item maintenance, promo/TPR set up, zone alignments, maintain/update item list and store list.

Category Analyst

Billing Specialist

• - Manage and maintain billing relationships for assigned retailer accounts.
• - Investigate and resolve open balances, chargebacks, and payment discrepancies in a timely manner.
• - Collaborate with distributors to request and track proof of delivery documentation.
• - Work cross-functionally with sales, operations, and customer success teams to ensure invoice accuracy and dispute resolution.
• - Reconcile account statements and maintain accurate billing records.
• - Monitor account aging and follow up on outstanding payments as needed.
• - Support continuous improvement initiatives to optimize the billing process and reduce error rates.
• - Generate reports and provide data insights related to billing performance and account status.

Account Manager

Category Analyst

Billing Analyst