Client Operations Specialist - Renewals

1 Year ago • 2 Years + • Operations

Job Summary

Job Description

The Client Operations Specialist – International Renewals is a sales support role assisting Client Managers & Directors with managing recurring Canadian renewal business. This role supports the renewal and maintenance contracts business by proactively generating price quotes, processing orders, handling customer inquiries, problem-solving, and issue resolution. The individual will interact directly with clients to provide pricing quotations and accept purchase orders in the absence of the Client Manager or Client Director. The role also ensures compliant client invoicing. Key responsibilities include learning and deploying protocols for commercial, public sector, and federal government technology renewals, considering currency exchange rates, maintaining manufacturer protocols for international assets, and adhering to export compliance. The specialist will support Client Managers/Directors by monitoring renewal business, generating quotes, validating service contracts, auditing, and managing the renewal pipeline using Salesforce.com, while providing excellent client service and communication.
Must have:
  • Two or more years of experience in Business-to-Business Sales/Client Services.
  • Prior experience with Client Relationship Management software (CRM).
  • Proven ability to prioritize multiple tasks in a fast-paced environment.
  • Ability to work in a sales partnership setting.
  • Ability to build relationships and trust with internal and external partners/clients.
  • Superior organizational skills, independent judgment, and functional arithmetic skills.
Good to have:
  • Associates Degree (A.A.) or equivalent.
  • Prior experience with managing renewal contracts.
  • Prior experience with USD currency conversion.
  • Intermediate experience with Microsoft Office (Outlook, Word, Excel).
  • Two years of experience in technical or information technologies industry.
  • Salesforce.com experience.
  • Ability to prioritize tasks to align with deadlines.
Perks:
  • Company committed to championing Diversity, Equality, and Inclusion.
  • Work/life balance.
  • Professional training resources.
  • Creative problem-solving and ability to tackle unique, complex projects.
  • Volunteer Opportunities.
  • Ability and technology necessary to productively work remotely/from home.

Job Details

The Client Operations Specialist – International Renewals is a sales support role assisting the Client Managers & Directors with management of their recurring Canadian renewal business.  COS-R’s support the renewal and maintenance contracts business related to outside sales by proactively generating price quotes, processing orders, assisting with customer inquiries, problem-solving and issue resolution.  This individual will also interact directly with clients to provide pricing quotations and accepts POs in the absence of the Client Manager or Client Director. The role also ensures compliant client invoicing is generated. This individual interacts directly with clients to facilitate the sales cycle in the absence of the Client Manager/Director, looking for growth within the account and YOY retention.  This crucial role interacts with manufacturing partners, globally based stakeholders, internal business partners and outside clients in a fast-paced support atmosphere.  The COS-R supports Client Manager/Director gross margin objectives by allowing them more time to be in the field with face-to-face meetings, recommending the best pricing strategy, and promoting the sale of a master renewal program within the client base. This position will support Canada Federal Government business and will require the obtainment of Reliable Security Clearance once hired.  

How you'll make an impact:

  • Ability to learn, deploy, and maintain specific protocols related to commercial, public sector, and federal government technology renewals. 

  • Ability to consider currency exchange rates and issue low-risk quotes associated with potential future rate changes.

  • Maintains manufacturer protocols and compliance around renewing internationally based assets. 

  • Adheres to Optiv’s internal export compliance related to restricted countries and parties.

  • Support assigned Client Managers/Directors by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com.

  • Provide excellent client service and communication via available tools and resources. Respond quickly and accurately to requests from internal business functions as well as outside clients and partners.

  • Coordinate & advise Client Managers/Directors & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, co-term contracts in combination with various partner technologies

  • Technology Refresh - Inform clients of EOS/EOL technology and recommend alternative solutions

  • Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv’s profit margins.

  • Coordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing margins.

  • Select probability for forecasting based on Client Manager/Director direction and provide ongoing forecasting assistance as needed.

  • Manage maintenance contract and asset tracking for clients.

  • Prepare and submit accurate orders for purchasing.

  • Provide system reporting to the Client Manager/Director, operations, and management upon request.

  • Act as liaison between Client Manager/Director and Optiv internal business units

  • As needed and upon request, participate in client meetings, including but not limited to: Quarterly Business Reviews (QBR), planning, & touch-point meetings.

  • Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents

  • Collaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core values

  • Build a professional relationship with assigned Client Managers/Directors so as to reflect Optiv's Core Values

  • Proactively follow-up with clients/manufacturers/distributors/ Client Managers/Directors other to ensure the sales cycle and the client needs are met

  • Participate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activities.

  • Develop and maintain product and industry knowledge

  • Maintain account health through data integrity, credit standing etc. 

  • Actively volunteer to complete tasks on behalf of peers that are out of the office.

  • Leverage client facing tools to enable enhanced self-service capabilities for clients. 

  • Demonstrates extensive knowledge of the clients various products and maintenance contracts

  • Educates clients on contractual language and implications of not renewing

  • Focus on expanding the renewal business with net new renewals

  • Provide budgetary quotes and historical pricing as needed

  • Develop relationships with clients procurement departments

  • Understand and leverage extended payment plans to clients

  • 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.

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

  • Prior experience with managing renewal contracts preferred.

  • Prior experience with USD currency conversion preferred.

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

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

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

  • Proven ability to prioritize multiple tasks in a fast-paced environment required.

  • 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 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

Axon - Manufacturing Supervisor

Axon

Phoenix, Arizona, United States (On-Site)
1 Month ago
Pivotroots - Senior SEO Manager

Pivotroots

Hamburg, Hamburg, Germany (Hybrid)
3 Months ago
Tesla - AV Support Integration Internship

Tesla

Brandenburg, Germany (On-Site)
6 Months ago
Aptive - Compliance Analyst

Aptive

Kraków, Lesser Poland Voivodeship, Poland (Hybrid)
1 Month ago
Fortra - People Experience (PX) Generalist / Talent Acquisition Specialist

Fortra

Saudi Arabia (On-Site)
2 Months ago
Cred - Operations Excellence

Cred

Bengaluru, Karnataka, India (On-Site)
12 Months ago
Tencent - Security Operations - PUBG Mobile

Tencent

Shenzhen, Guangdong Province, China (On-Site)
6 Months ago
Carda Health - Payer Operations Coding Specialist

Carda Health

United States (Remote)
1 Month ago
UPF Industries  - Flexo Press Operator

UPF Industries

Jeffersonville, Indiana, United States (On-Site)
1 Year ago
Tesla - Deputy Shift Supervisor / Deputy On-Duty Operations Manager (B IV)

Tesla

Brandenburg, Germany (On-Site)
6 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

nissan - AMIEO Logistics Reporting & Optimization Coordinator

nissan

Amsterdam, North Holland, Netherlands (On-Site)
2 Months ago
Morning Star - Senior Data Research Analyst

Morning Star

Mumbai, Maharashtra, India (Hybrid)
2 Months ago
Mcdonalds - Franchising Recruitment Manager

Mcdonalds

London, England, United Kingdom (Hybrid)
1 Month ago
Inveniolsi - SAP Associate Consultant - Application Support

Inveniolsi

India (On-Site)
1 Month ago
PhonePe - Operation Analyst RMS

PhonePe

Bengaluru, Karnataka, India (On-Site)
3 Months ago
Gallagher - Team Manager – Digital Marketing

Gallagher

Pune, Maharashtra, India (On-Site)
9 Months ago
undefined - Transport Project Coordinator

Milan, Lombardy, Italy (On-Site)
2 Months ago
Nintendo - Associate Localization Specialist - Spanish

Nintendo

Redmond, Washington, United States (Hybrid)
4 Months ago
Nintendo - Associate Communications Specialist

Nintendo

Redmond, Washington, United States (Hybrid)
5 Months ago
cyara - Financial Analyst

cyara

Hyderabad, Telangana, India (Hybrid)
1 Month ago

Get notifed when new similar jobs are uploaded

Jobs in Toronto, Ontario, Canada

Bethesda - Senior Gameplay Programmer

Bethesda

Montreal, Quebec, Canada (On-Site)
4 Months ago
Turbulent - Senior Online Programmer

Turbulent

Montreal, Quebec, Canada (On-Site)
1 Month ago
ingenuity studios - CG Lead

ingenuity studios

Vancouver, British Columbia, Canada (Remote)
3 Months ago
Thumbtack - Senior Engineering Manager, Data

Thumbtack

Ontario, Canada (Remote)
1 Month ago
CAE - Simulator Technician

CAE

Cold Lake, Alberta, Canada (On-Site)
1 Month ago
Epic Games - Technical Designer in Animation

Epic Games

Montreal, Quebec, Canada (On-Site)
4 Months ago
NetEase Games - IT Support Specialist

NetEase Games

Montréal, Québec, Canada (On-Site)
2 Months ago
Keywords Studios - Tax Analyst

Keywords Studios

Quebec, Canada (Remote)
5 Months ago
Amazon games  - Game Designer

Amazon games

Montreal, Quebec, Canada (On-Site)
3 Weeks ago
Megazebra - Human Resource Intern (m/f/d)

Megazebra

Montreal, Quebec, Canada (Hybrid)
1 Year ago

Get notifed when new similar jobs are uploaded

Operations Jobs

Moloco - Senior Manager/Director, Strategy and Operations

Moloco

Redwood City, California, United States (On-Site)
3 Weeks ago
Hawkeye Innovations - Match Operations Assistant - Molde

Hawkeye Innovations

Molde, Møre Og Romsdal, Norway (On-Site)
3 Months ago
Advanced Systems Group, LLC - Master Control Room Operator

Advanced Systems Group, LLC

New York, United States (On-Site)
3 Weeks ago
beghou consulting - Sr. Consultant- Commercial Operations & Analytics

beghou consulting

Emeryville, California, United States (Hybrid)
5 Months ago
Drive mode - People Operations Partner

Drive mode

Mountain View, California, United States (Hybrid)
2 Months ago
Axon - Commercial Operations Analyst - Quoting

Axon

Boston, Massachusetts, United States (On-Site)
2 Months ago
UPF Industries  - Inventory Coordinator

UPF Industries

Riverside, California, United States (On-Site)
1 Year ago
Nexters - Creative Operations Manager

Nexters

Limassol, Limassol, Cyprus (On-Site)
3 Months ago
Marsh McLennan - Junior Operations Analyst with German

Marsh McLennan

Warsaw, Masovian Voivodeship, Poland (Hybrid)
4 Weeks 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)

Overland Park, Kansas, United States (Remote)

Boston, Massachusetts, United States (Remote)

Jacksonville, Florida, United States (Remote)

Overland Park, Kansas, United States (Remote)

Overland Park, Kansas, United States (Remote)

Bengaluru, Karnataka, India (On-Site)

Indianapolis, Indiana, United States (On-Site)

Baltimore, Maryland, United States (On-Site)

Bengaluru, Karnataka, India (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