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Managed Services Consultant

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.

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CEO of PDI Technologies
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Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Managed Services Consultant, PDI Technologies

At PDI Technologies, we're on a mission to empower some of the world's top convenience retail and petroleum brands with innovative technological solutions that pave the way for growth and operational efficiency. We're looking for a Managed Services Consultant who can seamlessly blend customer service with technical prowess to help maintain our customer loyalty and payment programs. In this role, you'll serve as the primary business contact post-implementation, discussing our suite of APIs and internal processes to cater to specific customer requests. We value knowledge and collaboration, so staying updated on industry changes and customer ecosystems—including POS, mobile apps, and payment structures—is crucial. You will engage cross-functionally with various internal teams, observe customer interaction with our products, and work closely with Customer Success Managers to boost customer satisfaction. A background in customer-facing roles, preferably in convenience retail, and proficiency in modern loyalty marketing practices is essential. If you thrive in environments where you can manage several projects and relationships simultaneously and possess strong communication and analytical skills, PDI Technologies offers a dynamic environment where you can truly make an impact. Join us at PDI Technologies, where we create powerful connections that drive convenience and growth across the globe!

Frequently Asked Questions (FAQs) for Managed Services Consultant Role at PDI Technologies
What are the main responsibilities of a Managed Services Consultant at PDI Technologies?

The Managed Services Consultant at PDI Technologies is responsible for serving as the primary internal contact for loyalty and payments solutions after implementation. Key responsibilities include discussing available APIs, maintaining knowledge of client ecosystems, and working collaboratively with internal teams. Effectively observing customer engagement with payment and loyalty products while ensuring high client satisfaction is vital.

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What qualifications are required for the Managed Services Consultant position at PDI Technologies?

To be successful as a Managed Services Consultant at PDI Technologies, candidates should have at least 2 years of experience in a customer-facing role, particularly in the convenience retail sector. A strong operational or technical background is essential, alongside proficiency in relevant enabling technologies and excellent verbal and written communication skills.

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Can you describe the ideal experience for a Managed Services Consultant at PDI Technologies?

An ideal candidate for the Managed Services Consultant role at PDI Technologies would have experience managing customer relationships, familiarity with RESTful APIs, and a strong grasp of analytics and performance evaluation. Past roles may include dealing with loyalty services or similar sectors, showcasing an ability to multi-task and lead projects to completion.

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How does PDI Technologies support its Managed Services Consultants in their role?

PDI Technologies supports its Managed Services Consultants with a comprehensive benefits program promoting work-life balance, continuous learning, and career development. This includes training opportunities, certifications, and fostering a culture of diversity and collaboration within a supportive environment.

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What skills are important for success as a Managed Services Consultant at PDI Technologies?

Important skills for the Managed Services Consultant include strong communication abilities, analytical thinking, and a deep understanding of modern loyalty marketing practices. Additionally, proficiency in project management tools and BI tools will facilitate effective execution of responsibilities and enhance customer engagement.

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Common Interview Questions for Managed Services Consultant
How do you manage customer relationships in your role as a Managed Services Consultant?

To effectively manage customer relationships, I focus on building strong connections by maintaining open communication, understanding their unique needs, and ensuring they are satisfied with the services provided. Regular check-ins and feedback loops help in identifying areas for improvement and fostering loyalty.

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Can you describe your experience with loyalty programs and their implementation?

My experience with loyalty programs includes analyzing customer data to create tailored solutions, training clients on the system, and collaborating with cross-functional teams to ensure successful implementation. I believe understanding the customer ecosystem is key to maximizing loyalty program effectiveness.

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What strategies do you use to keep abreast of industry changes relevant to your role?

To stay informed about industry changes, I follow industry publications, attend relevant webinars, and participate in professional networks. This proactive approach helps me understand emerging trends and adapt our services to better meet customer expectations.

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How do you prioritize your projects as a Managed Services Consultant?

I prioritize projects by evaluating their impact on client satisfaction and company objectives. I utilize project management tools to track deadlines and progress while communicating with stakeholders to ensure alignment and manage expectations.

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What role does data analysis play in your responsibilities?

Data analysis is crucial in my role, as it helps assess the effectiveness of payment and loyalty programs. By analyzing customer feedback and performance metrics, I can identify opportunities for improvement and present actionable insights to clients.

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Can you give an example of a challenging project you managed?

In one challenging project, I had to implement several loyalty features for a high-profile client under tight deadlines. I coordinated closely with different teams, ensured clear communication with the client, and ultimately delivered the project on time, resulting in increased client satisfaction and loyalty.

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How do you handle difficult conversations with clients?

When faced with difficult conversations, I approach them with empathy and transparency. I listen to their concerns, validate their feelings, and strive to offer constructive solutions while keeping the lines of communication open to maintain trust.

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What do you find most rewarding about being a Managed Services Consultant?

The most rewarding aspect of being a Managed Services Consultant is seeing the tangible impact of my efforts on clients' businesses. Enhancing their operations and customer engagement through the implementation of effective solutions gives me a great sense of fulfillment.

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How do you ensure that you are delivering customer-centric solutions?

I ensure that I am delivering customer-centric solutions by actively seeking client feedback, maintaining regular communication, and tailoring our offerings to meet their specific needs. Understanding the client's business ecosystem is fundamental in crafting these solutions.

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Why do you want to work as a Managed Services Consultant at PDI Technologies?

I am excited about the opportunity to work as a Managed Services Consultant at PDI Technologies because of the company's commitment to innovation and excellence. I admire PDI's focus on leveraging technology to drive customer satisfaction, and I believe my skills and experience align perfectly with the company’s goals.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 22, 2025

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