Managed Services Consultant
PDI Technologies
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United States · Remote
Posted on Mar 17, 2025
At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency.
By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We’re a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.
Role Overview
The Managed Services Consultant manages customer requests to execute projects/tasks that maintain customer loyalty and payment programs. This role involves working with internal teams to coordinate these projects for payment and loyalty customers. The ideal candidate should have a balance of customer-facing and technical skills and be well-versed in modern loyalty marketing best practices.
Key Responsibilities
- Serve as the primary internal business point of contact and Loyalty and Payments solution SME post-implementation.
- Discuss MWS available suite of APIs and internal processes for customer-specific requests.
- Maintain strong knowledge of the customer’s ecosystem, including adjacent solutions such as POS, Website, Mobile App, Payment ecosystem, CRM, ERP, SFTP, etc.
- Keep abreast of key changes in the client's industry that impact their loyalty and marketing influence.
- Work cross-functionally with internal PDI teams.
- Observe customer use of payment and loyalty products to identify future product feature requests.
- Be aware of NPS scores and feedback to identify “at risk” customers and communicate this risk to Customer Success Managers.
- Train and educate customers on utilizing reporting and administrative support portals.
- Maintain the highest levels of client satisfaction and integrity.
Qualifications
- 2+ years in a customer-facing role with a task-oriented focus
- Experience in the convenience retail space, either as a retailer, manufacturer, or loyalty services provider
- Strong operational or technical background; loyalty background is a plus
- Proficient understanding of relevant enabling technologies
- Strong verbal and written communication skills
- Proven ability to multi-task and lead multiple projects to completion
- Experience in managing and growing customer relationships and corresponding revenue and profit plans
- Experience in forecasting, budgeting, analytics, and evaluating performance against KPIs
- Experience in building and delivering presentations to senior management teams
- Familiarity with RESTful APIs and SFTP
- Strong skills in spreadsheets and BI tools
- Experience with CRM services like Salesforce
- Familiarity with project management tools such as Wrike, Smartsheets, Jira, Confluence, and Airtable
Preferred Qualifications
- Bachelor’s Degree in Business Administration, Marketing, or related field
- Basic understanding of modern loyalty, retail, digital, e-commerce, mobile, and consumer industry trends preferred
- Working knowledge of supporting technology such as software development processes, APIs, Data Warehousing, Data Visualization Tools, CRM platforms, SFTP, etc. is a plus
Behavior Competencies
- Customer Focus: Builds strong customer relationships and delivers customer-centric solutions
- Ensures Accountability: Holds self and others accountable to meet commitments
- Collaborates: Works cooperatively with others across the organization to achieve shared objectives
- Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences
- Action Oriented: Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.
This job is no longer accepting applications
See open jobs at PDI Technologies.See open jobs similar to "Managed Services Consultant" TA Associates.