Client Operations Specialist - Enterprise | Remote, USA

Optiv; Bozeman (MT); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Volunteer opportunities

Remote work options where applicable

Job summary

Optiv is seeking a Client Operations Specialist to support field Client Managers in generating quotes, processing orders, and handling client inquiries. You will use Salesforce to produce timely quotations and assist with pricing strategy, while coordinating with purchasing and operations.

Strong MS Office skills and CRM experience are required. You will work in a fast-paced environment, building relationships with internal teams and external clients, and contributing to the overall sales

Qualifications

• AA or equivalent; 2+ years in B2B sales/client services preferred.
• Prior CRM experience required; Salesforce.com experience preferred.
• Proficient in MS Office; strong communication and problem-solving skills.

Responsibilities

• Produce accurate sales quotations for new business using Salesforce.
• Process orders and submit to purchasing accurately and timely.
• Respond to client inquiries via phone and email with excellent service.
• Analyze pricing and assist with pricing strategy and deal registration.
• Liaise between Client Manager and operations to support sales goals.

Skills

Sales/Client services

CRM (Salesforce)

Microsoft Office

Relationship building

IT industry knowledge

Education

Associate's Degree (AA) or equivalent

Tools

Salesforce.com

Microsoft Office

Job description

The Client Operations Specialist is a sales support role assisting field Client Managers with the development and closing of new business in the West Coast pod. Specialists complete the supporting functions related to outside sales such as generating price quotes, processing orders, assisting with client inquiries, problem solving and issue resolution. This individual may also interact directly with clients to provide pricing quotations and accept POs in the absence of the account manager. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast- paced support atmosphere. The Client Operations Specialist supports the Account Manager gross margin objectives by allowing the Client Manager more time to be in the field with face to face meetings and by recommending the best pricing strategy within their client base.How you'll make an impactSupport assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system).Provide outstanding and enthusiastic client service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients.Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with the Deal Registration Desk.Provide system reporting or analytics to the Client Manager, operations, and management upon request.Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services.Develop and retain product and industry knowledge to be used to identify expertise. Commitment to developing knowledge and experience.Provide historical pricing analysis to Client Manager upon request.Act as liaison between Client Manager and operations/services organization.Perform other duties as assigned.What we're looking forAssociates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred.2 or more years of experience in Business-to-Business Sales/Client Services role required.Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required.2 years of experience in technical or information technologies industry preferred.Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred.Ability to work in a sales partnership setting, where workflow is determined by incoming requests required.Ability to build relationships and trust with internal and external partners/clients.Ability to prioritize tasks to align with particular deadlinesSuperior organizational skills, independent judgment and functional arithmetic skills.Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.Ability to interpret a variety of instructions furnished in written, oral or from a sales quoteWhat you can expect from OptivA company committed to our inclusive value through our Employee Resource GroupsWork/life balanceProfessional training resourcesCreative problem-solving and the ability to tackle unique, complex projectsVolunteer Opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.The ability and technology necessary to productively work remotely/from home (where applicable)EEO StatementOptiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv’s selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.