Client Services Manager

CROSSMARK; Salisbury (NC); On-site; USD 52,000 - 65,000; Full time

Job summary

Crossmark Inc. seeks a Client Service Manager focused on national project negotiation, development, approval, and implementation. You will manage budgets, monitor execution, resolve issues, and drive up-sell opportunities with client representatives and internal teams.

The role requires strong experience in retail operations, project management, and accounting basics, along with Excel proficiency. Office-based environment with a focus on service excellence.

Qualifications

• Bachelor’s degree (B.A.) or equivalent work experience.
• Highly experienced in retail operations and knowledge of basic accounting principles.
• Strong Excel skills: data manipulation, Pivot Tables, VLOOKUPs.

Responsibilities

• Developing national sales plans for clients and retailers within approved financial guidelines.
• Achieving annual client budgets.
• Establishing and maintaining sound client relationships.
• Facilitation and loading of all retail projects through Project Administrators in Sales Trak.
• Monitoring and reporting project results.
• Collaborate with Field Support and Retail Management to ensure timely execution of all tasks.
• Ensuring all billing is accurate and timely.
• Providing documentation and backup.
• Maintain accuracy of authorized client billing form.
• Responsible for ensuring payment for invoiced work.
• Up-selling opportunities to current clients.
• Complete corporate administrative duties as directed.

Skills

Negotiation

Project management

Research

Analysis

Presentation

Microsoft Excel

Retail operations

Education

Bachelor’s degree or equivalent

Tools

Microsoft Excel

Job description

Description

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 Product Connection'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.

Responsibilities

Essential Duties and Responsibilities

• Developing national sales plans for our clients and retailers operating within the approved financial guidelines.


• Achieving annual client budgets.


• Establishing, maintaining sound client relationships.


• Facilitation and loading of all retail projects through Project Administrators in Sales Trak following established rules and guidelines.


• Monitoring and reporting project results.


• Collaborate with Field Support and Retail Management to ensure complete and timely execution of all retail tasks


• 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 Product Connections receives payment for all invoiced work.


• Actively seeking opportunities to up-sell existing and client base.


• Completing all corporate administrative duties within the established guidelines.


• Other tasks as assigned

Qualifications

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 VLOOKUP's (quickly pulling in information from a lookup table)


• Project loading, store list creation and reporting (project summary, store detail, exceptions, workload)

Other skills

• Possess negotiation, project management, research, analysis, and presentation skills.

Supervisory Responsibilities

No

Work environment

Office environment.

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About Us

Product Connections is a part of Acosta Group – a collective of the industry’s most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey.

As a full-service marketing agency, we specialize in digital and traditional retail events and demos, experiential marketing, sponsorship activation, and omnichannel shopper marketing. Our mission is to deliver brand solutions that connect products to the right target at the right time, effectively moving consumers down the conversion funnel.

With over 10,000 experts in the field and more than 150 corporate employees, we have a range of talents and experience that redefine what it means to be a marketing agency. We pride ourselves on fostering a supportive, collaborative, and inclusive culture where employees are encouraged to think big, grow their skills, and take their careers to the next level. Join Product Connections and discover a workplace where your ideas matter, your growth is supported, and your impact is felt—let’s build something great together.

Acosta Group is an equal opportunity employer and will ensure that applicants with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed, please contact [e-mail] . Be sure to include \"Applicant Accommodation\" in the subject of your email to expedite the request.

Acosta Group believes in good faith that the minimum and maximum annual salary or hourly compensation range for this opportunity is accurate and reasonable at the time of posting.

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Acosta, and its subsidiaries, is an Equal Opportunity Employer

Job Category

Retail

Position Type

Full time

Business Unit

Marketing

Salary Range

$52200.00 - $65200.00

Company

Crossmark Inc.