Client Operations Specialist - Enterprise

• 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.

• 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)