Account Planner

Great Benefits Sheridan Has to Offer!
Opportunity for growth & development
Full Benefits after 30 days - Medical, Dental, Vision, 401k, and more
Paid Holidays

Additional ways to make and save money with referral bonuses & discount programs

 

Job Summary:  

Coordinate production-related services to meet customer requirements and needs.   

  

Duties/Responsibilities:  

• Coordinate all inputs, including but not limited to print order, mail file, supplied inserts, outsource needs, and verify completions.

• Generate the EPS/Technique job plan for each job based on information received from clients. Understanding of shipping & logistics and familiarity with Process Shipper.

• Daily communication with clients via phone, email and/or teams video conference.

• Frequent communication with Account Specialists, Sales, and Outside vendors.

• Ensure job instructions are accurate and notated clearly to the manufacturing areas.

• Monitor all open jobs and confirm they are meeting quality standards and scheduled deadlines.

• Follow detailed guidelines to ensure all data is received and the manufacturing process is completed appropriately, timely and economically.

• Prepare billing summaries when jobs are completed.

• Performs other related duties and participates in special projects as assigned.

• Ability to navigate/service high-end accounts and resolve complex customer problems.

• Provide leadership, mentoring, and direction to other Account Planners within the team.

 

Work assignments are often routine but, on occasion, may be non-routine and require some deviation from accepted practice and procedures to complete. Assignments are given in terms of the subject area concerned, with specific objectives and possible problems identified. Follow guidelines which may include company and/or departmental policies and procedures, and rules and regulations that are well established but may require some deviation from normal operating procedures when completing more unique assignments.

  

Basic Qualifications:  

The duties and responsibilities described above are the essential functions of the job.  The qualifications below are representative of the knowledge, skills, and/or abilities required.  Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. 

 

• HS diploma or equivalent with 7+ years of relevant administrative/operational support in manufacturing, operations or office environment directly related to the duties of the job OR demonstrated ability to meet the job requirements through a comparable number of years of work experience. 
• Overall knowledge of general administrative/manufacturing operations procedures and knowledge of job-specific processes to successfully execute and complete the more progressive/complex duties of the job.  
• In-depth knowledge of the publication printing process and workflow, which includes and is not limited to machine capabilities, measurements, calculations, paper weights, press, bind, and mail requirements.  
• Ability to follow company policy and understand any rules or regulations governing the work being completed and the impact work has on the department or company.  
• Proficient knowledge of technology, including computers and software programs such as Technique, MS Office, spreadsheets, or other programs specific to the job to complete duties successfully.  
• Strong knowledge of multiple functions or areas of the business in which there is frequent contact while completing daily work assignments of the job.  
• Proficient oral and written communication skills sufficient to explain job instructions, departmental policy, methods, and/or procedures when completing assignments.  
• High attention to detail, troubleshooting, multi-tasking, organizational skills, and time management. 
• Ability to accurately and efficiently provide clear job instructions, coordinate phases of work with others, and meet deadlines. 
• Ability to work independently and as a part of a team. 
• Must be able to read and understand written instructions and perform basic math. 
• Must be able to work extended hours, weekends, and holidays as needed. 

 

Physical Requirements  

• Prolonged periods of sitting at a desk and working on a computer.  
• Must be able to lift 15 pounds at times.   
• Must be able to access and navigate each department at the organization’s facilitie