Client Operations Specialist

1 Year ago • All levels • Operations

Job Summary

Job Description

The Client Operations Specialist is a sales support role assisting field Client Managers with the development and closing of new business. Specialists complete supporting functions related to outside sales such as generating price quotes, processing orders, assisting with client inquiries, problem solving, and issue resolution. This individual may also interact directly with clients to provide pricing quotations and accept purchase orders in the absence of the account manager. This crucial role interacts with manufacturing partners, internal business partners, and outside clients in a fast-paced support atmosphere. The Client Operations Specialist supports Account Manager gross margin objectives by allowing the Client Manager more time for face-to-face meetings and by recommending the best pricing strategy within their client base.
Must have:
  • Support Client Managers with sales quotations
  • Provide client service via phone and email
  • Prepare and submit accurate orders
  • Provide system reporting and analytics
  • Multi-task in a fast-paced environment
  • Develop product and industry knowledge
  • Provide historical pricing analysis
  • Act as liaison between Client Manager and operations
  • Intermediate Microsoft Office experience
  • Client Relationship Management software experience
  • Ability to work in a sales partnership
  • Build relationships with partners/clients
  • Prioritize tasks for deadlines
  • Superior organizational skills
  • Independent judgment and arithmetic skills
Good to have:
  • Associate's Degree or equivalent experience
  • Experience in technical or information technologies industry
  • Salesforce.com experience
Perks:
  • Championing Diversity, Equality, and Inclusion
  • Work/life balance
  • Professional training resources
  • Creative problem-solving
  • Volunteer Opportunities
  • Remote/from-home capabilities

Job Details

This position can be hired remotely anywhere within the continental U.S.

The Client Operations Specialist is a sales support role assisting field Client Managers with the development and closing of new business.  Specialists complete the supporting functions related to outside sales such as generating price quotes, processing orders, assisting with client inquiries, problem solving and issue resolution.  This individual may also interact directly with clients to provide pricing quotations and accept POs in the absence of the account manager.  This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast- paced support atmosphere. The Client Operations Specialist supports the Account Manager gross margin objectives by allowing the Client Manager more time to be in the field with face to face meetings and by recommending the best pricing strategy within their client base.

How you'll make an impact:

  • Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system).

  • Provide outstanding and enthusiastic client service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients.

  • Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with the Deal Registration Desk.

  • Provide system reporting or analytics to the Client Manager, operations, and management upon request.

  • Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services.

  • Develop and retain product and industry knowledge to be used to identify expertise. Commitment to developing knowledge and experience.

  • Provide historical pricing analysis to Client Manager upon request.

  • Act as liaison between Client Manager and operations/services organization.

  • Perform other duties as assigned.

What we're looking for:

  • Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred.

  • 2 or more years of experience in Business-to-Business Sales/Client Services role required.

  • Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required.

  • 2 years of experience in technical or information technologies industry preferred.

  • Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred.

  • Ability to work in a sales partnership setting, where workflow is determined by incoming requests required.

  • Ability to build relationships and trust with internal and external partners/clients. 

  • Ability to prioritize tasks to align with particular deadlines

  • Superior organizational skills, independent judgment and functional arithmetic skills.

What you can expect from Optiv

  • A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.
  • Work/life balance
  • Professional training resources
  • Creative problem-solving and the ability to tackle unique, complex projects
  • Volunteer Opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.
  • The ability and technology necessary to productively work remotely/from home (where applicable)

EEO Statement

Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.

Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv’s selection and recruitment activities.  For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.

Similar Jobs

GoMotive - Senior Finance Operations Analyst

GoMotive

Pakistan (Remote)
2 Months ago
Daybreak Game Company LLC - Senior Manager, People & Culture

Daybreak Game Company LLC

San Diego, California, United States (Remote)
8 Months ago
Rolls-Royce - Service Technician

Rolls-Royce

Istanbul, İstanbul, Türkiye (On-Site)
1 Month ago
entrata - Employer Brand and CSR Associate

entrata

Pune, Maharashtra, India (Hybrid)
1 Month ago
Wolters Kluwer - Customer Success Associate

Wolters Kluwer

Irvine, California, United States (Hybrid)
2 Months ago
Simcorp - Analytics Operations Analyst

Simcorp

Buenos Aires, Buenos Aires, Argentina (Hybrid)
2 Months ago
GoTo Group - Area Operations Associate (Depok)

GoTo Group

West Java, Indonesia (On-Site)
9 Months ago
binance - Licensing & Operations Specialist, Japan

binance

Tokyo, Japan (Hybrid)
1 Month ago
Marsh McLennan - Senior Specialist: in* Operations Management – Schwerpunkt: Buchhaltung & Rechnungswesen

Marsh McLennan

Düsseldorf, North Rhine-Westphalia, Germany (Hybrid)
1 Month ago
Keywords Studios - Player Engagement - Senior Operations Manager (Manila and Bacolod)

Keywords Studios

Pasig, Metro Manila, Philippines (Hybrid)
3 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Inveniolsi - SAP TRM Consultant

Inveniolsi

Riyadh, Riyadh Province, Saudi Arabia (On-Site)
6 Months ago
Axon - Senior Accountant - International

Axon

London, England, United Kingdom (Hybrid)
1 Month ago
Roof Stacks - Senior Purchasing Specialist

Roof Stacks

Istanbul, İstanbul, Türkiye (On-Site)
4 Months ago
Buckman - Associate Digital Innovation Engineer - Ackumen Support

Buckman

Chennai, Tamil Nadu, India (On-Site)
9 Months ago
Ansys - Pricing Manager

Ansys

Canonsburg, Pennsylvania, United States (Remote)
3 Months ago
PayPal - Global Senior Payroll Accountant

PayPal

Omaha, Nebraska, United States (Hybrid)
1 Month ago
SSC Technologies - Associate Director, Fund Accounting

SSC Technologies

Mississauga, Ontario, Canada (Hybrid)
2 Months ago
Sonar Source - Accounts Receivable Accountant

Sonar Source

Austin, Texas, United States (On-Site)
3 Months ago
Scout - Senior Specialist, Title and Registration Operations

Scout

Fremont, California, United States (On-Site)
1 Month ago
4theplayer - REMOTE Junior Technical Writer / Product Executive

4theplayer

(Remote)
2 Months ago

Get notifed when new similar jobs are uploaded

Jobs in United States

Jane Street - Sourcer

Jane Street

New York, United States (On-Site)
2 Months ago
Riot Games - Game Design Manager, Maps

Riot Games

Los Angeles, California, United States (On-Site)
2 Months ago
Ariens Company - Tool & Die Tech 1st shift

Ariens Company

Fayetteville, Tennessee, United States (On-Site)
2 Months ago
AppLovin - PIPELINE Software Engineer 2, Backend

AppLovin

Palo Alto, California, United States (Hybrid)
1 Year ago
Apple - Business Manager

Apple

Cupertino, California, United States (On-Site)
2 Months ago
Vercel - Software Engineer, Monetization

Vercel

San Francisco, California, United States (Hybrid)
2 Months ago
Noetic - Mid-Level IAMD Training Specialist

Noetic

Colorado Springs, Colorado, United States (On-Site)
2 Months ago
NVIDIA - Senior Software Engineer, RTL Optimization Tools

NVIDIA

Santa Clara, California, United States (On-Site)
3 Months ago
Hudl - Account Executive - Club (Soccer)

Hudl

Lincoln, Nebraska, United States (On-Site)
2 Months ago
Click Therapeutics - Senior Product Manager

Click Therapeutics

New York, United States (Hybrid)
2 Months ago

Get notifed when new similar jobs are uploaded

Operations Jobs

GHX - Inventory Specialist

GHX

Tacoma, Washington, United States (On-Site)
3 Months ago
Star schema - Vendor Operations Coordinator (Hungarian-speaking)

Star schema

Budapest, Hungary (On-Site)
1 Month ago
Eqvilent - Lead of Trading Operations

Eqvilent

(Remote)
2 Months ago
NinjaVan - Operations Planning & Growth Manager

NinjaVan

Jakarta, Indonesia (Hybrid)
1 Month ago
Keywords Studios - Player Engagement - Senior Operations Manager

Keywords Studios

Western Visayas, Philippines (Hybrid)
3 Months ago
Univision - APC Operator

Univision

Los Angeles, California, United States (On-Site)
2 Months ago
binance - Operations Specialist - Web3 Wallet

binance

Taipei City, Taiwan (Remote)
4 Months ago
Netflix - Director, Stock Operations

Netflix

Los Angeles, California, United States (On-Site)
3 Months ago
TFL Group - Ticket Operations/Service Coordinator

TFL Group

Overland Park, Kansas, United States (On-Site)
6 Months ago
Discord - Threat Operations Specialist, Child Safety

Discord

Australia (Remote)
3 Months ago

Get notifed when new similar jobs are uploaded

About The Company

We work alongside clients to manage cyber risk and equip them with perspectives and programs to accelerate business progress. Our real-world experience, deep vertical expertise and diverse teams enable us to face any challenge with confidence. We put you at the center of our unmatched ecosystem of people, products, partners and programs to design and implement agile solutions. Our adaptive approach continually assesses risk in the context of cyber and broader objectives to secure today's business and fortify it for the future.

Bengaluru, Karnataka, India (On-Site)

Detroit, Michigan, United States (On-Site)

Bengaluru, Karnataka, India (Hybrid)

Bengaluru, Karnataka, India (On-Site)

Milwaukee, Wisconsin, United States (On-Site)

Overland Park, Kansas, United States (Remote)

Austin, Texas, United States (Remote)

San Francisco, California, United States (On-Site)

Los Angeles, California, United States (On-Site)

View All Jobs

Get notified when new jobs are added by Optiv

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug