Client Operations Specialist - Strategic
Job Summary
Job Description
The Client Operations Specialist is a sales support role, assisting Client Managers with developing and closing new business. They generate price quotes, process orders, assist with client inquiries and resolve issues. This role interacts with manufacturing partners, internal business partners, and clients in a fast-paced environment. Responsibilities include producing sales quotations using Salesforce.com, providing client service, preparing and submitting orders, providing system reporting, multi-tasking, developing product knowledge, and acting as a liaison between the Client Manager and operations/services. The 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. This is a crucial role.
Must have:
- Produce accurate and timely sales quotations using Salesforce.com.
- Provide outstanding 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.
- Prior experience in Client Relationship Management software (CRM) required.
- Ability to build relationships with partners/clients.
- Prioritize tasks to meet deadlines.
Good to have:
- Experience in technical or information technologies industry preferred.
- Salesforce.com experience preferred.
Perks:
- Work/life balance
- Professional training resources
- Creative problem-solving and complex projects
- Volunteer Opportunities
- Ability to work remotely
- Employee Resource Groups
6 skills required
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.
- Six months to one-year related experience and/or training in a similar position.
- 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.
- 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)
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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.
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