Business Manager Assistant at CROSSMARK

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CROSSMARKLocation: Remote, US

Job Description

As an integral part of the business team, the Assistant Business Manager will provide exceptional support and expertise to external customers. In this role, you will collaborate with cross-functional teams to strengthen our services and capabilities with customer support including customer forms, data entry and reconciliation.

This position is advertised as remote; however, candidates residing near our office hub locations will be required to adhere to a hybrid work schedule. Under this arrangement, employees will work from home on Mondays and Fridays, and will be expected to work in the office from Tuesday through Thursday.

Responsibilities:

As the Assistant Business Manager, you will:

Entering customer forms including contract generation via customer portals, Acosta Sprint, Acosta Relay, and Excel
Maintaining client financial tools to create customer events and maintenance as required
Overseeing trade reconciliation such as responding to claims alerts, maintaining fund balances within client’s metrics
Reviewing order alerts and verifying accurate pricing and promotions on customer orders
Providing data support like submissions of price changes, item setup requests and customer-facing information in customer portals
Qualifications:

You’ll be a great fit if:

You have professional communication skills to represent internal and external partners
You take pride in your work, are very detail-oriented, and are motivated by completing tasks on deadline.
You have 3 -5 years of prior experience with data entry and utilizing Word, Excel and Outlook.

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