Client Business Specialist - Field

BlueAlly; Atlanta (GA); On-site; USD 55,000 - 90,000; Full time

Job summary

BlueAlly in Atlanta is seeking a Client Business Specialist to manage a book of business for the field team, handling quotes, CRM data, and relationship management with OEMs and clients.

You will collaborate with Solution Architects and Account Managers to deliver IT solutions, oversee quotes-to-cash processes, and ensure data accuracy.

The role emphasizes self-sufficiency, strong communication, and the ability to adapt to evolving client needs within a fast-paced sales environment.

Qualifications

• Detail-oriented, self-motivated and able to reprioritize throughout the day.
• Advanced Microsoft Outlook and Excel skills.
• Strong communication and interpersonal skills; works well independently or in a team.
• Understanding of the VAR landscape and IT products/services.
• Owns their role and helps the sales team's business.

Responsibilities

• Partner with Solution Architects and Account Managers to deliver IT solutions for clients.
• Manage the sales order process end-to-end (Quote to Cash): deal registration for various OEMs, quote creation, multi-location logistics, pipeline management, and pricing strategy based on stock levels and promotions.
• Follow the Compliance Deals Desk Review process and adhere to compliance requirements.
• Maintain a clean, accurate CRM/ERP system while developing processes and procedures tailored to each client's needs.
• Administer warranty expirations/renewals and license management (usage reports/invoices).
• Resolve missing, incomplete, or inconsistent data through applied analytics.
• Participate in training; achieve certifications on an as needed basis.
• Self-sufficient and resourceful — works independently, collaborates to drive efficiency, and takes ownership of getting things done.
• Route incoming Professional Services or Managed Services requests.
• Understand services order setup and billing needs.

Skills

Detail-oriented

Strong communication

Interpersonal skills

Self-motivated

Project coordination

Education

Some college

Tools

Microsoft Outlook

Microsoft Excel

Job description

Client Business Specialist, Field Team

BlueAlly Technology Solutions offers a full array of technology products and services. BlueAlly is dedicated to delivering the right solutions today that plan for tomorrow. As a technology company, we focus on long-term solutions with minimal risk to our client’s business and impact on the bottom line. We deliver a personal touch in helping our clients understand and procure the right technology to deliver positive mission outcomes.

Our firm is searching for an enthusiastic individual who is motivated, outgoing, and committed to providing excellent service to our clients. As part of the sales account team, this individual will be responsible for preparing quotes and maintaining relationships with OEMs and clients.

Summary

This role owns their book of business on behalf of the sales team — following the Deals Desk Review process on every transaction, keeping clean data in the systems on behalf of the Sales Representatives, and developing the processes and procedures that fit each client's needs. Success in this role means building and maintaining strong relationships with key outside stakeholders inclusive of partners and working in tandem with your Sales Representatives.

Responsibilities And Expectations

This role supports outside sellers across many clients to serve as the end-to-end point of contact.

Job Description

Sales Operations

• Partner with Solution Architects and Account Managers to deliver IT solutions for clients.
• Manage the sales order process end-to-end (Quote to Cash): deal registration for various OEMs, quote creation, multi-location logistics, pipeline management, and pricing strategy based on stock levels and promotions.
• Follow the Compliance Deals Desk Review process and adhere to compliance requirements.
• Maintain a clean, accurate CRM/ERP system while developing processes and procedures tailored to each client's needs.
• Administer warranty expirations/renewals and license management (usage reports/invoices).
• Resolve missing, incomplete, or inconsistent data through applied analytics.
• Participate in training; achieve certifications on an as needed basis.
• Self-sufficient and resourceful — works independently, collaborates to drive efficiency, and takes ownership of getting things done.

Services Operations

• Route incoming Professional Services or Managed Services requests.
• Understand services order setup and billing needs.

Requirements

• Detail-oriented, self-motivated, and able to reprioritize throughout the day.
• Advanced Microsoft Outlook and Excel skills.
• Strong communication and interpersonal skills; works well independently or in a team.
• Understanding of the VAR landscape and desire to learn IT products/services.
• Owns their role and helps the sales team's business.
• Other responsibilities may be assigned, based on the evolution of the company and the requirements of the department/position.

Education/Experience

Some college preferred. +5 years’ work experience supporting enterprise clients in an IT environment is a strong plus.

BlueAlly is committed to equal employment opportunity for all employees and to providing a work environment free of discrimination and harassment. All employment decisions at BlueAlly are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, or belief, national, social, or ethnic origin, sex, age, disability, or any other status protected by the laws or regulations in the locations where we operate.