Client Operations Specialist – Intelligent Operations

Job Description:

• Assist assigned Client Directors in protecting and increasing Gross Profit Margin and customer satisfaction
• Manage the transaction lifecycle from quote to cash
• Coordinate internal support team resources to ensure customer satisfaction
• Review, manage, and maintain pipeline and forecast in Salesforce.com
• Schedule recurring meetings with Client Directors to review opportunities
• Work with customers to address questions and issues and provide timely solutions
• Assist Client Directors in structuring deals and prepare customer pricing and proposals
• Develop and maintain vendor relationships to improve communication, discounts, and turnaround on registration and special-pricing requests
• Accept customer orders and verify booking documents are complete and accurate
• Coordinate monthly accounts-receivable meetings to review invoice aging and past-due invoices
• Develop and maintain client profiles and records of past quotes
• Provide value-added services such as SLAs, presentations, and order history
• Develop and maintain pre- and post-sales contact with assigned accounts

Requirements:

• Bachelor’s degree is required
• 2-3 years of Sales Support preferred, with Technology industry experience preferred
• Must be in MST/PST
• Ability to understand and analyze client needs and link them to company offerings
• History of working in a high-volume, fast-paced sales environment required
• Strong verbal and written communication skills
• Strong interpersonal, organizational, time-management, multitasking, and problem-solving skills
• Ability to work independently with minimal supervision and under pressure
• Understanding of general business principles
• Strong mathematical aptitude and ability to calculate margin percentages using cost+, list-, and flat GPM% models
• Experience with Salesforce or another CRM preferred
• Ability to adapt and react to situations
• Ability to build rapport and interact effectively with internal and external clients

Benefits:

• Medical, Dental, and Vision Insurance
• 401(k)
• Paid company holidays
• Paid time off
• Paid parental and caregiver leave
• Cross-department training and development
• Sponsored certifications and credentials for continued learning
• Diversity, belonging, and employee resource groups including Moving Women AHEAD and RISE AHEAD
• AI application and interview review opt-out without penalty