Client Operations Specialist – End-to-End Deals

XSE Group; Middletown (CT); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Collaborative Middletown team

Exposure to all stages of the client/l

Job summary

Aztec in Middletown, CT is seeking a Client Operations Associate to bridge signed deals with clients. You will ensure paperwork is complete, equipment is delivered, contracts are built in our system, and leases are funded while serving as a friendly, knowledgeable point of contact.

This on-site role requires organization and calm when several deals move at once. You’ll review orders, enter data in our ERP, coordinate deliveries, assist billing, and keep client accounts current from first quote

Qualifications

• One to three years of experience in order processing, sales operations, customer service, or a similar administrative role, ideally in a B2B setting.
• Strong attention to detail and the discipline to check your own work.
• Clear, professional written and verbal communication with clients and coworkers alike.
• The ability to manage several open deals at once, prioritize, and meet deadlines.
• Comfort working in an ERP and a CRM, plus solid Microsoft Excel, Outlook, and Word skills.
• A high school diploma or equivalent; an associate's or bachelor's degree is a plus.

Responsibilities

• Review newly signed orders for completeness and accuracy, including order forms, pricing, equipment configurations, service agreements, and credit approvals.
• Enter new deals into our ERP and resolve discrepancies with sales before an order moves ahead.
• Keep deal status current so sales, service, and finance always see where an order stands.
• Schedule deliveries and installations with clients, our warehouse and logistics team, and field technicians.
• Verify contract setup against the signed agreement so a client's first invoice is right the first time.
• Assemble and submit complete funding packages to leasing partners, including signed lease documents, delivery and acceptance certificates, and invoices.
• Serve as a first point of contact for clients, answering phone and email inquiries promptly.
• Place orders for supplies, equipment, and accessories on behalf of clients, and keep them updated through delivery.
• Support billing by researching invoice questions, helping collect meter reads, and working with our billing team on corrections and credits.
• Log every client interaction in our CRM so the full account history is always available.

Skills

Attention to detail

Communication

Multitasking

ERP/CRM proficiency

MS Office (Excel, Outlook, Word)

Education

High school diploma or equivalent

Associate's or bachelor's degree (plus)

Tools

ERP

CRM (Salesforce etc.)

Job description

Aztec in Middletown, CT is seeking a Client Operations Associate to bridge signed deals with clients. You will ensure paperwork is complete, equipment is delivered, contracts are built in our system, and leases are funded while serving as a friendly, knowledgeable point of contact.

This on-site role requires organization and calm when several deals move at once. You’ll review orders, enter data in our ERP, coordinate deliveries, assist billing, and keep client accounts current from first quote