Client Operations Specialist

AHEAD; United States; On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Job summary

AHEAD is seeking a Client Operations Specialist to support Client Directors and strengthen long-term relationships with assigned accounts.

You will manage quote-to-cash processes, maintain pipelines in Salesforce, and coordinate with internal teams to deliver high-value service. A Bachelor’s degree and 2–3 years in sales support are preferred.

Qualifications

• Bachelor’s degree is required.
• 2–3 years of Sales Support experience preferred.
• Open to various backgrounds.
• Ability to understand and analyze client needs and link to offerings.
• Independent self-starter with strong problem solving.
• Experience in high-volume, fast-paced sales environment.
• Strong verbal and written communication; articulate needs.
• Strong interpersonal skills across all levels.

Responsibilities

• Manage transaction lifecycle from quote to cash with internal teams.
• Review and maintain pipeline and forecast with Client Directors; run regular meetings in Salesforce.
• Work with customers to address questions and provide timely solutions with support teams.
• Assist in structuring deals and prepare pricing/proposals per account guidelines.
• Develop and maintain vendor relationships for better communication and discounts.
• Accept orders and verify documentation before booking.
• Coordinate monthly AR meetings to review aging invoices.
• Maintain Client Profiles and quotes history to inform current quotes.

Skills

Verbal communication

Written communication

Customer relationship

Analytical thinking

Time management

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.

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 in order to facilitate positive and productive long-term relationships.

*Must be in MST/PST*

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 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

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
• 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 the ability to work with and easily 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 sales-centric environment
• Positive can do attitude

$75,000 - $100,000 a year

The compensation range indicated in this posting reflects the On-Target Earnings (“OTE”) for this role, which includes a base salary and any applicable target bonus amount. This OTE range may vary based on the candidate’s relevant experience, qualifications, and geographic location.

Why AHEAD

Through our daily work and internal groups like Moving Women AHEAD and RISE AHEAD, we value and benefit from diversity of people, ideas, experience, and everything in between.

We fuel growth by stacking our office with top-notch technologies in a multi-million-dollar lab, by encouraging cross department training and development, sponsoring certifications and credentials for continued learning.

USA Employment Benefits Include

• Medical, Dental, and Vision Insurance
• 401(k)
• Paid company holidays
• Paid time off
• Paid parental and caregiver leave
• Plus more! See benefits https://www.aheadbenefits.com/ for additional details.

Use Of AI

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, assessing responses, or to capture recordings and create transcriptions or summaries during interviews. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.

If you would like more information about how your data is processed, please refer to the Candidate Privacy Notice or contact us at [email protected].

You may opt-out of the review or analysis of your application and resume by AI tools by using the General Application. Please include the role you wish to apply for in the Additional Information field. You may also choose to opt-out of recording and transcription at any time, including after joining an interview. Candidates will not be penalized for choosing to opt-out.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.