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CROSSMARK Customer Account Specialist in Quincy, Massachusetts

# of Openings



The Customer Account Specialist is a key member of the dedicated client team. They will assist with the negotiation, creation, approval, and implementation of national projects. These responsibilities include project development, budget management, execution monitoring, issue resolution, reporting, up-selling, and invoicing.


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

  • A key partner in establishing, and maintaining sound client relationships.

  • 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 the authorized client billing form.

  • Responsible for actively seeking opportunities to upsell existing and client base.

  • Responsible for completing all corporate administrative duties within the established guidelines.

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.


  • Education/Experience: Bachelor’s degree (B.A.) or equivalent work experience.

  • Highly experienced in retail operations and knowledge of basic accounting principles preferred

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)

Supervisory Responsibilities: No

Work environment: Hybrid

Posted Date 4 months ago (6/9/2022 3:44 PM)

Req ID 2022-198214

Primary Work Location : Location US-MA-Quincy

Category Account Management/Client Services