National Client Success & Projects 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

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.