Client Operations Specialist

Roles and Responsibilities

• Manage transaction lifecycle from quote to cash – identify account requests and coordinate/manage internal support team resources to ensure customer satisfaction
• Review, manage, and maintain pipeline and forecast with assigned Client Directors. Schedule regular/reoccurring meetings to review opportunities that need to be added and/or updated in Salesforce.com
• Work independently with assigned customers to address questions/issues and provide timely solutions; engage with internal/external support teams on resolution
• Assist in structuring deals with Client Directors. Prepare customer pricing and proposals for assigned accounts using parameters set by assigned Client Directors per account
• Work with assigned Client Directors to develop and maintain vendor relationships for improved communication, increased discounts, and fast turnaround on registration/special pricing requests
• Accept all customer orders; verify bookable documents are complete and accurate prior to booking
• Coordinate monthly meetings with accounts receivable to review invoice aging reports and past-due invoices for assigned accounts
• Develop and maintain Client Profiles for assigned accounts. Maintain records pertaining to past quotes to strategically provide current quotes and proposals
• Provide ‘value-add’ services to assigned accounts (e.g., SLA, PPT, presentations, order history) while understanding the client’s internal structure and process

Qualifications

• A Bachelor’s degree is required
• 2-3 years of Sales Support preferred, in the Technology industry is preferred
• Ability to understand/analyze client needs and link them to company offerings
• Independent self-starter, effective team player with creative problem-solving skills to help the organization achieve its earnings objectives
• History of working in a high-volume, fast-paced sales environment required
• Strong verbal and written communication skills; ability to articulate needs
• Ability to instantly build rapport
• Strong interpersonal skills to effectively interact with all levels of internal and external clients
• Organizational skills
• Time management ability
• Adaptable/Ability to react to situations
• Ability to work independently on projects with minimal supervision
• Work effectively and efficiently under pressure
• Understands general business principles
• Strong mathematical aptitude and ability to work with and calculate margin percentages using cost+, list-, and flat GPM% models
• Experience with Salesforce or other CRM preferred
• Outstanding multitasking skills
• Desire to learn and understand the business process from beginning to end
• Strong work ethic with respect for work/life balance and positive work environment
• Good people skills and strong backbone to stand firm in a sales-centric environment
• Positive can-do attitude