Senior Client Engagement Manager

Acosta•Rogers, AR

7d•Onsite

About The Position

The Senior Client Engagement Manager (SCEM) is responsible for the negotiation, creation, approval, and implementation of complex and strategic projects. These responsibilities include project development, budget management, execution monitoring, issue resolution, reporting, up-selling, and invoicing. The SCEM is responsible for mentoring and training CEMs. The SCEM must also manage all related financial activities within CROSSMARK’s process and act as a leader in the organization. The role is expected to be a champion of the current process and must be a process innovator throughout the organization while providing a high level of service to client representatives and co-workers and assisting the organization in achieving a service excellence culture.

Requirements

Bachelor’s degree (B.A.) or equivalent work experience
Highly experienced in retail operations
Knowledge of basic accounting principles
Possess negotiation, project management, research, analysis, and presentation skills
Completion of formal CROSSMARK training program for Client Engagement Managers
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)
English is the primary language skill

Nice To Haves

Bilingual skills may be required based on business necessity.

Responsibilities

Developing complex and strategic national sales plans for our clients and retailers operating within the approved financial guidelines.
Achieving annual client budgets.
Establishing, maintaining, and enhancing sound client relationships.
Facilitation and loading of all retail projects in the assignment tool while following established rules and guidelines.
Monitoring and reporting project results.
Collaborate with management team members to ensure complete and timely execution of all retail tasks
Initiate and drive process improvement. Provide documentation and backup.
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.
Maintain accuracy of authorized client billing form.
Responsible for ensuring CROSSMARK receives payment for all invoiced work.
Actively seek opportunities to up-sell existing and new client base.