Client Operations & Revenue Specialist

Openkrill; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k)

Paid holidays

Paid time off

Paid parental leave

Caregiver leave

Job summary

The Client Operations Specialist at AHEAD supports Client Directors to protect and grow gross profit margin and customer satisfaction through heightened client service and daily attention. You’ll maintain strong pre- and post-sales contact with assigned accounts to foster productive, long-term relationships.

Based in EST/CST, you will manage the transaction lifecycle from quote to cash, coordinate with internal resources, review pipeline and forecasts in Salesforce, and prepare pricing and

Qualifications

• Bachelor’s degree is required.
• 2-3 years of Sales Support preferred, in the Technology industry is preferred.
• Open to various backgrounds.
• 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.

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 team on resolution
• Assist in structuring deals with Client Directors. Prepare customer pricing and proposals for assigned accounts using the parameters set by assigned Client Directors per account
• Work with assigned Client Directors to develop and maintain vendor relationships in order to gain 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 in order to strategically provide current quotes and proposals.
• Provide ‘value-add’ services to assigned accounts as requested) SLA, PPT, presentations, order history, etc.) while having a clear understanding of the client’s internal structure and process

Skills

Sales Support

CRM experience

Communication skills

Problem solving

Time management

Interpersonal skills

Independent worker

Education

Bachelor's degree

Tools

Salesforce

Job description

The Client Operations Specialist at AHEAD supports Client Directors to protect and grow gross profit margin and customer satisfaction through heightened client service and daily attention. You’ll maintain strong pre- and post-sales contact with assigned accounts to foster productive, long-term relationships.

Based in EST/CST, you will manage the transaction lifecycle from quote to cash, coordinate with internal resources, review pipeline and forecasts in Salesforce, and prepare pricing and