Client Operations Specialist

AHEAD; Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

An established industry player is seeking a Client Operations Specialist to enhance customer satisfaction and protect profit margins. This role involves managing the transaction lifecycle, coordinating with internal teams, and building strong relationships with clients. The ideal candidate will possess a Bachelor's degree and have 2-3 years of sales support experience, preferably in the technology sector. You'll thrive in a fast-paced environment, utilizing your problem-solving skills and CRM expertise to drive success. Join a company that values diversity and invests in your growth through training and benefits.

Benefits

Medical, Dental, and Vision Insurance

401(k)

Paid holidays

Parental and caregiver leave

Qualifications

• 2-3 years of Sales Support experience preferred, ideally in the Technology industry.
• Strong verbal and written communication skills; ability to articulate needs clearly.

Responsibilities

• Manage transaction lifecycle from quote to cash, ensuring customer satisfaction.
• Work independently with assigned customers to address questions/issues.

Skills

Sales Support

Customer Relationship Management

Problem-Solving

Communication Skills

Organizational Skills

Mathematical Skills

Education

Bachelor's Degree

Tools

Salesforce

Job description

AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation.

At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD.

We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived.

We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD.

Client Operations Specialist

The Client Operations Specialist is responsible for assisting assigned Client Directors in protecting and increasing the Gross Profit Margin (GPM) and customer satisfaction through a heightened level of client service and daily attention. Develops and maintains strong pre and post-sales contact with assigned company Accounts to facilitate positive and productive long-term relationships.

Roles and Responsibilities

1. Manage transaction lifecycle from quote to cash - identify account requests and coordinate/manage internal support team resources to ensure customer satisfaction.
2. 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.
3. Work independently with assigned customers to address questions/issues and provide timely solutions; engage with internal/external support team on resolution.
4. 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.
5. Work with assigned Client Directors to develop and maintain vendor relationships to gain improved communication, increased discounts, and fast turnaround on registration/special pricing requests.
6. Accept all customer orders; verify that bookable documents are complete and accurate prior to booking.
7. Coordinate monthly meetings with accounts receivable to review invoice aging reports and past due invoices for assigned accounts.
8. Develop and maintain Client Profiles for assigned accounts. Maintain records pertaining to past quotes to strategically provide current quotes and proposals.
9. Provide 'value-add' services to assigned accounts as requested (SLA, PPT, presentations, order history, etc.) with a clear understanding of the client's internal structure and process.

Qualifications

1. Bachelor's degree is required.
2. 2-3 years of Sales Support experience preferred, ideally in the Technology industry.
3. Open to various backgrounds.
4. Ability to understand/analyze client needs and link them to company offerings.
5. Independent self-starter and effective team player with creative problem-solving skills.
6. Experience working in a high-volume, fast-paced sales environment required.
7. Strong verbal and written communication skills; ability to articulate needs clearly.
8. Ability to build rapport instantly.
9. Strong interpersonal skills for effective interaction at all levels.
10. Organizational and time management skills.
11. Adaptability and ability to react to situations effectively.
12. Ability to work independently on projects with minimal supervision.
13. Ability to work effectively under pressure.
14. Understanding of general business principles.
15. Strong mathematical skills and ability to work with margin calculations using various models.
16. Experience with Salesforce or other CRM systems preferred.
17. Outstanding multitasking skills.
18. Desire to learn and understand the business process comprehensively.
19. Strong work ethic, respect for work/life balance, and positive attitude.
20. Good people skills and resilience in a sales-centric environment.

Why AHEAD:

We value diversity of people, ideas, and experiences through initiatives like Moving Women AHEAD and RISE AHEAD.

We foster growth by investing in top technologies, cross-department training, and certifications.

USA Employment Benefits include:

- Medical, Dental, and Vision Insurance

- 401(k)

- Paid holidays, time off, parental and caregiver leave

- More benefits at https://www.aheadbenefits.com/

The compensation range reflects the On-Target Earnings (OTE), including base salary and bonus, which may vary based on experience, qualifications, and location.