Client Operations Specialist - Enterprise | Remote, USA

Optiv; Tampa (FL); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Work-life balance

Training resources

Flexible responsibilities

Volunteer opportunities

Remote work option

Job summary

Optiv is seeking a Client Operations Specialist to support field Client Managers in developing and closing new business. You will generate quotes, process orders, respond to client inquiries, and help with pricing strategies while collaborating with internal partners.

The role emphasizes strong communication, accuracy in documentation, and the ability to work in a fast-paced environment. Prior CRM and Salesforce experience is preferred for effective client engagement.

Qualifications

• 2+ years in B2B sales or client services.
• Experience with Salesforce.com and CRM software required or preferred.
• Proficient in MS Outlook, Word and Excel; strong internet navigation.
• Able to prioritize tasks and manage multiple requests with accuracy.

Responsibilities

• Support Client Managers by producing accurate sales quotations for new product and services.
• Process orders and assist with client inquiries and issue resolution.
• Interact with clients to provide pricing quotations and accept POs when needed.
• Generate reports and analytics for managers and operations on request.
• Build and maintain product/industry knowledge to support price strategy.

Skills

Sales/Client Services

Pricing & Quotations

Quote generation

Relationship building

Education

Associates Degree (A.A.) 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. Client Operations 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 impact

• Support 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 for

• Associates 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 deadlines.
• Superior organizational skills, independent judgment and functional arithmetic skills.
• Ability to calculate figures and amounts such as discounts, margins, percentages.

What you can expect from Optiv

• Work/life balance
• Professional training resources
• Creative problem-solving and the ability to tackle unique, complex projects
• Volunteer 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)

Optiv 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.

We work alongside clients to manage cyber risk and equip them with perspectives and programs to accelerate business progress. Our real-world experience, deep vertical expertise and diverse teams enable us to face any challenge with confidence. We put you at the center of our unmatched ecosystem of people, products, partners and programs to design and implement agile solutions. Our adaptive approach continually assesses risk in the context of cyber and broader objectives to secure today's business and fortify it for the future. At Optiv, we manage cyber risk so you can secure your full potential.