Demo

ASSOCIATE CLIENT SERVICES MGR

WIS International
Lewisville, TX Full Time
POSTED ON 12/31/2024
AVAILABLE BEFORE 6/20/2025
Job Posting

Overview

Primarily responsible for developing the sales plan with the client for retail operations execution at the store level. Develop and maintain key accounts contacts with established clients.

Responsibilities

  • Responsible for all assigned clients.
  • Participate in the formulation of sales objectives, plans, policies and procedures.
  • Execute those that are approved.
  • Establish and maintain sound relationships with the clients; provide thorough knowledge, insight, and communication into all facets of the market and CROSSMARK.
  • Review, evaluate and report retail execution progress to plan and recommend programs for improvement.
  • Organize field contacts with clients.
  • Recap retail activity and communicate to client contact.
  • General correspondence with client.
  • Develop quarterly analytical business planning sessions with clients.
  • Develop and maintain sources of legal competitive information providing prompt, complete reporting on promotions, pricing, sales trends, competitive company structure and policies. Recommends programs to counter competitive pressure.

 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.

Qualifications

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.

  • Project a professional image through grooming, dress, attitude, and actions.
  • Cooperate with all Client Service Managers, team members, and office staff in the execution of programs and carrying out Company policy and procedure.
  • Cooperate with clients by coordinating all requests pertinent to the retail sales team with management.
  • Works with Senior CSM or director to develop appropriate business building objectives for CROSSMARK and its clients.
  • Education/Experience: Bachelor’s degree (B.A.) or equivalent work experience.
  • Highly experienced in retail operations and a knowledge of basic accounting principles.
  • Computer skills: PC knowledge and skills in Microsoft Office products, including but not limited to, Word, Excel, PowerPoint, Access, Outlook, and Sales Trak NG
  • Other skills: Possess negotiation, project management, research, analysis, and presentation skills.
  • Supervisory Responsibilities: No
  • Work environment: Office environment

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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