Client Operations Specialist

Insight Enterprises; Pasig; On-site; PHP 400,000 - 560,000; Full time

Job summary

Insight Enterprises is seeking a Client Operations Specialist to support Account Executives with quoting, ordering, and account management. The role focuses on accurate order processing, pricing, and contract compliance, while coordinating with vendors and internal teams to ensure on-time delivery and issue resolution.

The position requires strong English communication, CRM experience, and the ability to thrive in a fast-changing environment.

Qualifications

• 2-3 years experience in Order management and strong background in customer service, operations, IT.
• Experience in CRM tools and strong written and verbal English communication.
• Amenable to work on an EMEA-aligned shift.

Responsibilities

• Manage quoting, ordering and account management for assigned executives or teams.
• Process orders accurately and ensure correct pricing, contracts and deliveries.
• Provide quotes, prepare reports and support collections and returns when needed.
• Maintain professional communication with clients via calls and emails and ensure timely follow-ups.

Skills

Customer service

Order management

CRM tools

English communication

Communication skills

Education

Bachelor’s degree

College level

Tools

CRM software

Job description

Requisition Number: 105858Position OverviewThe Client Operations Specialist will be responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives (AE). This involves, but is not limited to: quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections. Pre-sales support functions include: pre-qualification of accounts, product pricing, research, configuration and product information.What you’ll do at InsightThe Client Operations Specialist will be responsible for developing efficient practices to serve business needs.Work on special projects for clients and sales force as needed.Attend Company, vendor, and publisher trainings and webinars, as directed.Build relationships with other Insight departments and increase efficiencies where applicable.Prioritize and respond to incoming client calls and emailsResearch technical information on product requests and ensure access to procurement.Responsible for correct and accurate order processing.Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.Research technical information on product requests and ensure access to procurement.Ensure special bid pricing is applied and correct cost is captured on every order before order is released.Ensure contract complianceProvide reporting for clients.Request and/or set up new client sold-to’s, bill-to’s, and ship-to’s as needed.Manage pricing (agreement manager, contract module) and work with vendors on special pricing.Assist clients with their web accounts with Insight.Ensure correct and accurate order fulfillmentResponsible for RMA management, credit re-bills and collections facilitation.Follow-up on all open client returns in a timely manner.Follow through to make sure the replacement order (if applicable) is placed and shipped.Positive interaction with Customer Service /Purchasing on RA/Replacements.Keep sales force informed of any problems and final resolution of issue.Provide order status for client base.What you'll need to join InsightPreferably Bachelor’s Degree in any courseCollege LevelAtleast 2-3 years experience in Order management and with a strong background in customer service, operations, IT and other related functionsMust have experience in CRM toolsStrong written and verbal English communications skillsAmenable to work on EMEA aligned shiftAble to thrive in an environment characterized by rapidly changing requirements and an ongoing focus on meeting operational objectivesThe position described above provides a summary of some the job duties required and what it would be like to work at Insight. For a comprehensive list of physical demands and work environment for this position, click here.About InsightToday, every business is a technology business. Insight Enterprises, Inc. empowers organizations of all sizes with Insight Intelligent Technology Solutions and services to maximize the business value of IT. As a Fortune 500-ranked global provider of digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization solutions and services, we help clients successfully manage their IT today while transforming for tomorrow. From IT strategy and design to implementation and management, our 11,000 teammates help clients innovate and optimize their operations to run smarter. Discover more at insight.comFounded in 1988 in Tempe, Arizona11,000+ teammates in 19 countries providing Insight Intelligent Technology Solutions for organizations across the globe$8.3 billion in revenue in 2020Ranked #409 on the Fortune 500, #15 on the CRN Solution Provider 500, 2020 CRN Innovator of the Year Award2020 Intel Innovation Partner of Year, 2020 Microsoft U.S. Partner of the Year and Worldwide Customer Experience Partner of the YearRanked #7 on the 2021 Fortune World's Most Admired Companies (Information Technology Services industry), #70 on the Fortune 100 Best Workplaces for Diversity, #296 on Forbes World's Best Employers (#27 within IT), and #5 on the Phoenix Business Journal 2020 list of Best Places to WorkToday's talent leads tomorrow's success. Learn about careers at Insight: jobs.insight.comInsight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.Insight Manila Location: 10F-11F Robinsons Cyber Omega, Pearl Drive, Ortigas Center, Pasig City, Metro Manila, Philippines 1605.