2. Regina Pringle
Account Manager
NY Value Club
In my role as Account Manager, the position holds a high authority on ensuring
every aspect of the customer’s business is managed and overseen. From the
inception during bid process, product selection and planogram set up to product
and equipment maintenance, sales forecasting & tracking, business growth &
development, item maintenance, shipping & delivery and invoice payments
Leadership is required. Excellent communication skills. Ability to think out of the
box. Ability to work independently. Proficient/Advanced Excel & PowerPoint Skills.
Learn & Work Independently.
Position Overview
3. Regina Pringle
Account
Manager
President
•VP of Sales
VP of
Operations
•Account
Management
•Field Supervisor
•Field Service
Reps
Purchasing
• Planogram
Specialist
• Supply Chain
Management
Accounting
•Accounts
Receivable
•Accounts Payable
•Human Resources
Logistics
•Logistics
•Receiving
•Returns
•Pick & Pack
• Account Assistant
• Order Entry Clerks
• Broker
Departments
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4. President
•VP of Sales
• Broker• Prepare detailed Microsoft Word Recap Reports on
state of each customer’s business, which includes
conversations with customers and Brokers , staff as
it relates to the day to day business needs
• Prepare all Excel Reports related to customer sales, forecasting of new items and gross profit which will assist
President & Vice President with conversations at trade shows, bids for new business and account meeting
• For select customers, ensure Broker has accurate
information on promotions, new
products, discontinued products, pricing which
will be communicated to customers on behalf of
VP of Sales
• Keep accurate records and
communications logs throughout the
year which will be used to prepare
Power Point presentations for
meetings
• Maintain accuracy of Customer Sales Analysis
Recap Reports which includes sales by month,
sales results compared to forecast, gross profit,
product equipment, store count, new stores &
equipment gains /losses through the year.
Regina Pringle
Account
Manager
Continuously learn and utilize the latest Excel formatting to create advanced Excel
Spreadsheets needed for business analysis
Create unique PowerPoint presentations for account meetings
Successful at growing and maintaining $20 million dollar accounts
5. Item# Brand Description UPC UOM
Old
Customer
Cost
Customer
Retail
Customer
CurrentGP
New
Customer
Cost
New
Suggested
Retail
New
CustomrGP
%inc/dec
389474 Cool Men CMMintShampoo 855132123456 10.1fl oz $12.99 $18.99 32% 12.99 17.99 28% 0%
389475 Cool Men CMMintConditioner 855132123469 10.1fl oz $13.99 $19.99 30% 13.99 19.99 30% 0%
389480 Cool Men CMMintPomade 855132123474 4oz $10.99 $15.99 31% 10.49 14.99 30% -5%
625147 Organiks ORGShampoo 855132123482 8fl oz $15.99 $22.99 30% 15.99 22.99 30% 0%
625149 Organiks ORGShampoo 855132123491 12fl oz $0.00 $0.00 17.99 25.99 31%
625180 Organiks ORGLeave In Conditioner 855132123502 14fl oz $19.99 $27.99 29% 20.99 28.99 28% 5%
985741 Lovely Hair LHDeep MoistShampoo 855132123517 32fl oz $18.99 $26.99 30% 18.99 26.99 30% 0%
985743 Lovely Hair LHDeep MoistConditioner 855132123529 32fl oz $19.99 $27.99 29% 19.99 27.99 29% 0%
985744 Lovely Hair LHHairSpray 855132123537 8.9oz $16.99 $23.99 29% 17.99 24.99 28% 6%
Avg% Inc/Dec 0.69%
Sample
Company
Spreadsheet
Sample
Customer
Spreadsheet
Example of
Pricing Report
Prepared weekly
Item # Description
Our
Company
Cost
Old
Customer
Cost
Our
Company
GP
Customer
Retail
Customer
Current GP
New
Customer
Cost
Our New
Company
GP
New
Suggested
Retail
New
Customr
GP
%inc/dec
389474 CMMint Shampoo $9.00 $12.99 31% $18.99 32% 12.99 31% 17.99 28% 0%
389475 CMMint Conditioner $10.00 $13.99 29% $19.99 30% 13.99 29% 19.99 30% 0%
389480 CMMint Pomade $7.00 $10.99 36% $15.99 31% 10.49 33% 14.99 30% -5%
625147 ORG Shampoo $12.00 $15.99 25% $22.99 30% 15.99 25% 22.99 30% 0%
625149 ORG Shampoo $11.00 17.99 39% 25.99 31%
625180 ORG Leave In Conditioner $14.00 $19.99 30% $27.99 29% 20.99 33% 28.99 28% 5%
985741 LH Deep Moist Shampoo $13.00 $18.99 32% $26.99 30% 18.99 32% 26.99 30% 0%
985743 LH Deep Moist Conditioner $13.00 $19.99 35% $27.99 29% 19.99 35% 27.99 29% 0%
985744 LH Hair Spray $11.00 $16.99 35% $23.99 29% 17.99 39% 24.99 28% 6%
Avg % Inc/Dec 0.69%
6. • Review Bill of Lading
on LTL Trucking
shipments
• Ensure warehouse
ships product timely to
meet customer
delivery date
• Contact customer
Logistics department
and adjust delivery
dates if necessary to
avoid late penalties
• Track deliveries and
review delivery
receipts
• Submit Claims to
trucking companies for
repayment on
damaged merchandise
Customer penalties can be expensive for late shipments.
Shipments are never allowed to be late. Any late
shipments incurred by trucking company must be
pursued for reimbursement
• New product measurements
and photos must be entered
into data base for all new items
(over 3,000 items in database)
• Send UPS return shipping labels or arrange pick up through
trucking company for refused, damages, and discontinued
products
• Notify all relevant departments, Accounting, Returns
Processing & Purchasing about product returns
• Troubleshoot any item corrections with warehouse staff responsible for picking & packing product
shipment to customers
Regina Pringle
Account
Manager
Logistics
•Logistics
•Receiving
•Returns
•Pick & Pack
7. Regina Pringle
Account
Manager
Human Resources
• Assist HR Manager with
writing of Ads for
Account Assistant
job openings
• Review Resumes
submitted
• Conduct interviews
• Interview internal
candidates
Although Account Manager does not work
directly in Accounting. Account Manager is
always called when payment is not
received or deductions are not accurate.
Account Manager is the link to Accounting for all money coming into the company
• Work with Accounting team
to be sure deductions for
customer
discounts, promotion
allowance and damage
allowance are accurately
deducted and entered into
Profit Reports.
• Keep track of customer
contracts and new
business deals such as one
time payments agreed to
in bid negotiations or
payments for equipment
placement
• Approve all customer
promotion deductions and
request reimbursement
from customers when
errors are encountered
Accounting
Accounting
•Accounts
Receivable
•Accounts Payable
•Human Resources
8. Purchasing
• Planogram
Specialist
• Item
Maintenance
Regina Pringle
Account
Manager
• Prepare Planogram Request Form
• Organize customer POS report to
see low performing items
• Prepare Pricing Report to review
all items allowed by customer
• Make recommendation to
discontinue items based on
performance
• Submit list of possible new items
• Make Recommendations for
Annual Promotions
• Add each brand on Promotion
into monthly Calendar
Set up UPCs in Sage Mas 200 Data Base
Complete customer new item forms
Set up items into customer portal
Import new items & pricing into data base
• Make recommendation for cost
changes
• Submit Pricing Information to
Purchasing for Planogram
changes
• Export Planograms from JDA/
Intactix Program to Excel
Review new planograms and
check for errors
• Assign UPCs to new items
• Submit forecast of new items
Purchasing
9. VP of
Operations
•Account
Management
•Field Service
•Sales
Regina Pringle
Account
Manager
• Learn & manage items in Customer Website Portals
• Complete Forms required by customers for item set up
• Submit Material Safety Data Sheets to WERCS website with chemical compositions
• Ensure product chemical compositions do not contain chemicals on Proposition 65 (Safe Drinking Water & Toxic Enforcement Act)
• Complete Customer Cost Spreadsheets. Ensure company GP for items sold are in line with company guideline standards. Make
cost change recommendations if vendor costs increase
Account Management
• Manage accuracy of incoming Purchase Orders through EDI, Electronic Data Exchange
₋ Import Purchase Orders into Sage Mas 200 Data Base; Transmit Advance Ship Notices from Sage Mas 200 to EDI
₋ Export invoices and transmit invoices in EDI; Troubleshoot EDI if errors are encountered
Field Service
• Use Outlook to maintain constant contact with
Field Service Supervisors and
Field Service Reps to understand
store changes
• Notify Supervisors & Reps about item
changes, new planograms, upcoming promotions,
service questions, new racks and equipment
Sales
• Track all incoming orders
• Watch for abnormalities in order
patterns
• Track & Monitor sales for low and
high performers
• Notify VP of Sales of order pattern
changes
• Speak with Buyers and Brokers
weekly about business
• Make recommendations for item
changes
• Monitor GP
• Make Cost Changes & Promotion
recommendation to boost sales
