Sr Technical Account Manager

Position Summary
The Senior Technical Account Manager is a pivotal role within our organization, serving as the primary bridge between
our retail teams, clients, and engineering departments. This position requires a comprehensive understanding of all
Advantage technology systems and resources within the Technology Division. Serving as a trusted advisor and strategic
partner to the business, the Senior Technical Account Manager bridges the gap between supported teams (typically 3-5
teams, varying by size and complexity) and the broader Technology team. As part of a team in a fast-paced environment,
this position requires the ability to work autonomously and independently make informed decisions while adhering to
strict deadlines. This incumbent has in-depth knowledge of products and solutions for each customer's unique technical
environment.
The Senior Technical Account Manager is an advocate that proactively engages the appropriate resources, leverages
specialized expertise, and drives technical direction to resolve product issues and critical incidents with minimal
disruption to the business. Exceptional communication and presentation skills are essential for success in this role. The
Senior Technical Account Manager takes on a leadership role, supporting teams through training, mentoring, tool
development, and project management.
Essential Job Duties and Responsibilities (Describe the major duties of the job. List the Essential Duties and Responsibilities
in order of most time spent to least. To the right under the % column, include the % for each item or group of items that
are to total 100%)
Job Duties %
CLIENT RELATIONSHIP MANAGEMENT
* Cultivate and maintain strong relationships with 3-5 supported teams, varying by size and
complexity.
* Serve as the primary point of contact for technical inquiries and strategic technology
planning.
* Acts as an advisor and strategic partner to the business and clients.
* Proactively engages with clients to understand their evolving needs and challenges.
* Serve as the primary point of contact for escalating and resolving issues, as well as handling
application and reporting requests for field management and client services.
* Collaborate with IT and business teams to identify opportunities for operational efficiency
and effectiveness, aligning technology solutions with current and future business needs.
* Participate in client and team meetings, representing the Technology team as required.
* Develop technical user guides, training materials, and knowledge base content.
* Develop and deliver initial training sessions for supported teams on new applications or
enhancements.
* Establish strong relationships with supported teams, actively engage with the business by
attending store calls, participate in meetings/calls, maintain regular communication, and
understand team goals and objectives.
* Explores opportunities to integrate other technologies or tools for our retail customers in
partnership with our account sales teams.
* Identify and present cross-selling opportunities to our customers when available, in
partnership with our account sales teams.
40%
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TECHNICAL EXPERTISE/ SYSTEM CONFIGURATION/TROUBLESHOOTING
* Comprehend the expected functionality and user interface of the device and data for endusers.
* Effectively troubleshoot reported issues (at the field management level) across all supported
technology applications.
* Supervise the hierarchy structure and upkeep of assigned teams' database within reporting
and all applications.
* Modify and configure team settings as necessary to alter data collection methods in the field.
* Collaborate in testing new software releases to identify bugs and confirm new functionality
operates as intended.
* Proficient in the hardware and software platforms available to supported teams.
* Establish and enforce configuration management policies and processes to ensure system
integrity.
* Understand limited Commercial Products functionality and reporting.
* Identify appropriate technical solutions to business problems and function as the technology
expert in the room.
* Understand the process and flow of various software platforms and how they interact from
loading activities into the handheld computer, how data is collected in-store, and how the
results roll up into reporting.
* Proactively analyze data/reporting to identify opportunities for better business practice.
* Manage configuration change requests, testing, and implementation.
PROJECT MANAGEMENT/SPECIAL PROJECTS
* Lead and engage in projects with supported retail teams and IT for new application rollouts,
pilot programs, and other special projects, as required.
* Lead projects and processes through effective communication, organization, project
management abilities while independently making informed decisions to advance the
project within strict deadlines.
* Capable of effectively leading cross-functional groups toward a shared objective.
LEADERSHIP
* Provide performance reports and recommendations to Company leadership.
* Collaborates with supervisor/manager to train new hires, mentor current associates, and
serve as backup during their absence.
* Assists in overseeing ongoing projects to ensure timely achievement of all milestones.
* Develops or refines processes and procedures for a more efficient Commercial Products
department.
40%
10%
10%
100%
Supervisory Responsibilities
Direct Reports
- This position does not have supervisory responsibilities for direct reports.
Indirect Reports
- May delegate work of others and provide guidance, direction and mentoring to indirect reports
Travel and/or Driving Requirements
- Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job.
- Travel up to 25%
Page 3
Minimum Qualifications The following are the minimum job-related qualifications which an individual neWe are seeking an exceptional individual to own the research, documentation, and conclusion of technical accounting matters as well as Securities and Exchange Commission (SEC) reporting. Coordinate, research, prepare and conclude on new disclosures, technical accounting memos, footnotes, and other updates to SEC filings based on new transactions and other management driven changes.

The ideal candidate should have 5+ years' experience working for/with SEC registrant companies in a financial reporting or external audit capacity (Big 4 Preferred). * Certified Public Accountant (CPA) or equivalent is required

Position Summary: Fully remote work opportunity with a leading provider of outsourced solutions to consumer goods companies and retailers. The position requires a highly motivated individual with a proven background in the consolidation and reporting of a publicly listed company (NASDAQ: ADV). This individual must possess a comprehensive knowledge and experience technical accounting matters and experience in performing technical accounting research and presenting findings to senior management and working with public accounting firms to resolve technical accounting issues. This position reports to the Senior Director of Financial Reporting. This person will be expected to drive change and deliver process efficiency in a fast-paced business environment.

Essential Job Duties and Responsibilities:
* Lead efforts using strong SEC and U.S. GAAP technical background to interpret complex accounting and disclosure requirements. Includes solving, documenting, and appropriately communicating complex technical accounting issues
* Lead coordination of third-party valuations associated with business combinations and acts as a liaison between external valuation experts and the external audit team
* Analyze financial results and ensure compliance with consolidations requirements
* Support ongoing system improvements
* Preparation of Disclosure Committee and Audit Committee materials and monitor progress against reporting cycle deadlines
* Ensure compliance with Sarbanes-Oxley requirements and develop/refine GL accounting processes and procedures with a focus on continuous improvements. Document and assist in the annual review of company accounting policies, including development and documentation of updates and new accounting policies as required
* Participate in other accounting and finance special projects, as needed
* Work directly with external auditors and take responsibility for relevant audit requests

Supervisory Responsibilities:

Direct Reports
- This position does not have supervisory responsibilities for direct reports

Indirect Reports
- This position does not have guidance or mentoring responsibilities for indirect reports

Travel and/or Driving Requirements Position is currently remote, may need to work onsite when circumstances permit

Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job
Education Level: (Required): Bachelor's Degree or equivalent experience

Field of Study/Area of Experience: Accounting or Finance
5+ Years of experience in reporting and data analysis

Skills, Knowledge and Abilities
Excellent Written & Verbal Communication Skills
Research & Analysing Skills
Knowledge of generally accepted practices, procedures, & standard policy & procedure development techniques
Ability to Exercise Sound Judgement
Ability to Work Independently & Prioritize with minimal supervision, in order to Meet Deadlines
Ability to Work Effectively with Management
Flexible & Adaptable, able to change & Alter According to changes in Projects or Business Environment

Additional Information Regarding Advantage Solutions Job Duties and Job Descriptions
Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).

Job Will Remain Open Until Filled

The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Essential Job Duties and Responsibilities:
* Lead efforts using strong SEC and U.S. GAAP technical background to interpret complex accounting and disclosure requirements. Includes solving, documenting, and appropriately communicating complex technical accounting issues
* Lead coordination of third-party valuations associated with business combinations and acts as a liaison between external valuation experts and the external audit team
* Analyze financial results and ensure compliance with consolidations requirements
* Support ongoing system improvements
* Preparation of Disclosure Committee and Audit Committee materials and monitor progress against reporting cycle deadlines
* Ensure compliance with Sarbanes-Oxley requirements and develop/refine GL accounting processes and procedures with a focus on continuous improvements. Document and assist in the annual review of company accounting policies, including development and documentation of updates and new accounting policies as required
* Participate in other accounting and finance special projects, as needed
* Work directly with external auditors and take responsibility for relevant audit requests

Supervisory Responsibilities:

Direct Reports
- This position does not have supervisory responsibilities for direct reports

Indirect Reports
- This position does not have guidance or mentoring responsibilities for indirect reports

Travel and/or Driving Requirements Position is currently remote, may need to work onsite when circumstances permit

Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job
Education Level: (Required): Bachelor's Degree or equivalent experience

Field of Study/Area of Experience: Accounting or Finance
5+ Years of experience in reporting and data analysis

Skills, Knowledge and Abilities
Excellent Written & Verbal Communication Skills
Research & Analysing Skills
Knowledge of generally accepted practices, procedures, & standard policy & procedure development techniques
Ability to Exercise Sound Judgement
Ability to Work Independently & Prioritize with minimal supervision, in order to Meet Deadlines
Ability to Work Effectively with Management
Flexible & Adaptable, able to change & Alter According to changes in Projects or Business Environment

Additional Information Regarding Advantage Solutions Job Duties and Job Descriptions
Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.