Client Budget Manager

Adelphi Group; Toronto; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive paid time off

Learning and development opportunities

Parental leave and benefits

Volunteering opportunities

ERGs for inclusion

Job summary

Flywheel is seeking a Budget Project Manager to lead account management, onboarding, invoicing, and PO management across multiple brands. You will proactively avoid disruptions to payment, ensure excellent client experience, and coordinate with internal teams for launches and data fulfilment.

The ideal candidate brings 7+ years in account management, strong leadership and negotiation skills, and a hands-on approach to driving client satisfaction.

Qualifications

• Seven (7) years of proven experience as an Account Manager or similar position.
• Outstanding organizational, customer service, and leadership skills.
• Excellent communication and ability to build strong interpersonal skills with aptitude for fostering long-term relationships.
• Passion for leadership and bringing a team together.
• Able to analyze problems and strategize better solutions.
• Excellent analytical skills with ability to reconcile multiple data sets.
• Ability to multitask in a fast-paced environment, prioritize, and manage time efficiently.
• Demonstrable experience in negotiation and meeting client requirements.
• Knowledge of performance evaluation techniques and metrics.
• Self-motivated, able to work independently, and able to take initiative without always being directed.
• Proficiency in Microsoft Office and SAP.
• Working knowledge of eCommerce industry.
• Knowledgeable of sales process from initiation to close.
• Good written and oral communication skills

Responsibilities

• Serve as the point of contact for clients in your portfolio.
• Connect, consult, and own the financial relationship with customers.
• Understand customer requirements and needs to offer suitable solutions.
• Liaise with clients at a senior level on day-to-day basis.
• Generate monthly invoicing for clients in your portfolio.
• Define PO Management workflow and track compliance to client POs.
• Monitor client procurement system for order/payment status and resolve errors.
• Cross-references customer SOWs/Authorizations to POs and invoicing needs.
• Review invoices with customer to ensure accuracy so rapid payment received; otherwise resolves for payment.
• Monitor invoices to ensure customer payment within terms, work with customer to resolve billing disputes.
• Lead monthly client touchpoints, preparation of materials and follow-up actions.
• Maintain client required reporting/ trackers.
• Resolve issues to maintain and strengthen customer trust.
• Conduct performance evaluation using key metrics.
• Provide feedback and counsel to account team to meet objectives.
• Acts as the client’s representative to ensure their needs are met with a focus on improving the customer experience.
• Ensure timely delivery of requests to clients.
• Build client social network for documenting POC for each aspect of commercial relationship.
• Create process and end-user documentation that can be shared with team.
• Communicate overall quarterly/annual progress to senior management and external stakeholders.

Skills

Account management

Client relationships

Negotiation

Analytical skills

Leadership

Communication

MS Office

Tools

SAP

Microsoft Office

Job description

Agency:

Flywheel

Job Function:

Finance

Job Subfunction:

Finance Management

Job Description:

About Flywheel

Flywheel’s suite of digital commerce solutionsaccelerategrowth across all major digital marketplaces for the world’s leading brands. We give clients access to near real-time performancemeasurementand improve sales, share, and profit. With teams across the Americas,Europeand APAC, we offer a career with real impact, endless growthopportunitiesand the support you need to be the best you can be.

The Role

We are looking for a Budget Project Manager to lead account management responsibilities and nurture client relationships. This opportunity is for someone who is excited to own all stepspostclosed/won opportunities including engagement onboarding, invoicing, purchase order management, resolving client requests, and collections. We are looking for an innovative individual to implement scalable solutions that proactivelyavoiddisruptions inattainingpayment for our services andprovidebest-in-classclient experience supporting client retention. This role will be involved with onboarding clients for multiple brands, working with various internal teams to coordinate client launches, and track expected level of data tracking and fulfilment for invoicing and payment receipt.
The successful applicant will have great aptitude in building andmaintainingcustomer relationships, be an inquisitive self-starter, have attention to detail,possessexcellent planning and leadership abilities. An ideal candidate will be willing to wade into complex and sometimes not clearly defined processes to develop problem-solving strategies for our clients and successfully negotiate internal teams to action those strategies.

What You Will Do:

• Serve as the point of contact for clients in your portfolio
• Connect, consult, and own the financial relationship with customers
• Understand customer requirements and needs to offer suitable solutions
• Liaise with clients at a senior level on day-to-day basis
• Generate monthly invoicing for clients in your portfolio
• Define PO Management workflow and track compliance to client POs
• Monitor client procurement system (Ariba, Coupa, Tungsten, etc) for order/payment status and resolve errors
• Cross-references customer SOWs/Authorizations to POs and invoicing needs (by platform, geography, revenue stream, etc.)
• Review invoices with customer to ensure accuracy so rapid payment received; otherwise resolves for payment
• Monitor invoices to ensure customer payment within terms, work with customer to resolve billing disputes. Maintain accounts receivable KPIs
• Lead monthly client touchpoints, preparation of materials and follow-up actions.
• Maintainclient required reporting/ trackers
• Resolve issues tomaintainand strengthen customer trust
• Conduct performance evaluation using key metrics
• Provide feedback and counsel to account team to meet objectives
• Acts as the client’s representative to ensure their needs are met with a focus on improving the customer experience
• Ensuretimelydelivery of requests to clients
• Build client social network for purpose of documenting POC for each aspect of commercial relationship
• Create process and end-user documentation that can be shared with team
• Communicate overall quarterly/annual progress to senior management and external stakeholders

Who You Are:

• Seven (7) years of proven experience as an Account Manager or similar position
• Outstanding organizational, customer service, and leadership skills
• Excellent communication and ability to build strong interpersonal skills with aptitude for fostering long-term relationships
• Passion for leadership and bringing a team together
• Able toanalyzeproblems and strategize better solutions
• Excellent analytical skills with ability to reconcile multiple data sets
• Ability to multitask in a fast-paced environment, prioritize, and manage time efficiently
• Demonstrable experience in negotiation and meeting client requirements
• Knowledge of performance evaluation techniques and metrics
• Self-motivated, able to work independently, and able to take initiative without always being directed
• Proficiencyin Microsoft Office and SAP
• Working knowledge of eCommerce industry
• Knowledgeable of sales process from initiation to close
• Good written and oral communication skills

Working at Flywheel

We are proud to offer all Flywheelers a competitive rewards package and unparalleled career growth opportunities and a supportive, fun and engaging culture.
We have office hubs across the globe where team members can go to feel productive, inspired, and connected to others - team members go into Hub Offices 3x a week

• Competitive paid time off, including annual leave plus paid public holidays
• Great learning and development opportunities
• Benefits that help you live your best life
• Parental leave and benefits
• Volunteering opportunities
• If you’re looking to connect with teammates on a topic of inclusion and identity, chances are there’s an ERG for that.
• So you know: The hired candidate will be required to complete a background check
• Learn more about us here: Life at Flywheel

The Interview Process:

Every role starts the same, an introductory call with someone from our Talent Acquisition team. We will be looking for company and values-fit as well as your professional experience; there may be some technical role-specific questions during this call.
Every role is different after the initial call, but you can expect to meet several people from the team 1:1 and there might be further skill assessments in the form of a Take Home Assignment/Case Study Presentation or Pair Programming/Live Coding exercise depending on the role. In your initial call, we will walk you through exactly what to expect the process to be.

Inclusive Workforce

Flywheel Commerce Network’s goal is to create a culture where all individuals of all backgrounds feel comfortable in bringing their authentic selves to work. We want all people to feel included and empowered to contribute fully to our vision and goals. Flywheel Commerce Network is an Equal Opportunity Employer and participates in E-Verify. All applicants will receive fair consideration for employment. We do not discriminate based upon race, color, religion, sex, sexual orientation, age, marital status, gender identity, national origin, disability, or any other applicable legally protected characteristics in the location in which the candidate is applying.
If you have any accessibility requirements that would make you more comfortable during the application and interview process, please let us know at [e-mail] so that we can support you.
For more information about what data we collect and how we use it, please refer to our Privacy Policy.

70,000 - 90,000 CAD

Omnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager. Our objective is to increase this requirement over time, and many of our agencies as well as Omnicom’s corporate group already require five days of in-office attendance.

Omnicom is committed to hiring and developing exceptional talent. We agree that talent is uniquely distributed, and we’re focused on developing inclusive teams that can bring the best solutions to everything we do. We strongly believe that celebrating what makes us different makes us better together. Join us—we look forward to getting to know you. We will process your personal data in accordance with our Recruitment Privacy Notice.

Link to Recruitment Privacy Notice: https://www.omc.com/privacy-notice/