Requisition Post Information* : Posted Date 1 month ago(12/13/2018 5:18 PM)
    Requisition ID
    # of Openings
    Job Location
    Category (Portal Searching)
    Account Management/Client Services
  • Overview

    The Client Service Manager (CSM) is responsible for the negotiation, creation, approval, and the implementation of national projects. These responsibilities include project development, budget management, execution monitoring, issue resolution, reporting, up-selling, and invoicing. The CSM must also manage all related financial activities within CROSSMARK’s process while providing a high level of service to client representatives and co-workers and assisting the organization in achieving a service excellence culture.


    Essential Duties and Responsibilities:

    • Responsible for developing national sales plans for our clients and retailers operating within the approved financial guidelines.
    • Responsible for achieving annual client budgets.
    • Responsible for establishing, maintaining sound client relationships.
    • Responsible for facilitation and loading of all retail projects through Project Administrators in SalesTrak following established rules and guidelines.
    • Responsible for monitoring and reporting project results.
    • Collaborate with Field Support and Retail Management to ensure complete and timely execution of all retail tasks
    • Responsible for ensuring all billing is accurate and timely via established rules and guidelines to include a review of current client bill rates, addresses, and authorized retailers.
    • Providing any documentation and backup.
    • Maintain accuracy of authorized client billing form.
    • Responsible for ensuring CROSSMARK receives payment for all invoiced work.
    • Responsible for actively seeking opportunities to up-sell existing and client base.
    • Responsible for completing all corporate administrative duties within the established guidelines.
    • Responsible for projecting image through grooming, dress, attitude, and actions.


    NOTE: This job description does not imply that the above functions are the only tasks that may be performed. Associates will be expected, if possible, to follow any other job-related instructions and perform any other job-related tasks as directed by management.  


    Additional Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.


    • Education/Experience: Bachelor’s degree (B.A.) or equivalent work experience.
    • Highly experienced in retail operations and knowledge of basic accounting principles

    Computer skills:

    • PC knowledge and skills in Microsoft Office products.
    • Strong Excel skills: Data Manipulation (filtering, sorting, freezing panes), Pivot Tables (summarizing/analyzing large data sets in Excel) and Vlookups (quickly pulling in information from a lookup table)
    • SalesTrak skills: project loading, store list creation and reporting (project summary, store detail, exceptions, workload)

    Other skills:

    • Possess negotiation, project management, research, analysis, and presentation skills.
    • Completion of formal CROSSMARK training program for Client Service Managers.

    Supervisory Responsibilities: No


    Work environment: Office environment.


    Language Skills: English is the primary language skill, however, bilingual skills may be required based on business necessity.

    CROSSMARK is committed to providing accessible employment practices and welcomes applications from people with disabilities. If you require accommodation for a disability during any stage of the recruitment process, please let us know.


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