Client Operations Specialist - Renewals | Remote, USA

Optiv Security Inc.; Kansas (OK); Remote; USD 42,000 - 64,000; Full time

Job summary

Optiv Security Inc. is seeking a Client Operations Specialist - Renewals (COS-R) to support Client Managers/Directors in managing recurring renewal business.

You will generate quotes, process orders, respond to client inquiries, and help optimize pricing strategies while maintaining strong client relationships and collaboration with partners. The role emphasizes proactive renewal oversight, cross-functional coordination, and accurate documentation to sustain margins and customer satisfaction

Qualifications

• Associates Degree (A.A.) or equivalent from two-year college or technical school.
• Two or more years of experience in Business-to-Business Sales/Client Services.
• Prior experience in managing renewal contracts preferred.
• CRM software (Salesforce.com) experience required.
• Proven ability to prioritize multiple tasks in a fast-paced environment.

Responsibilities

• Assist Client Managers/Directors with renewal contracts and pricing.
• Generate price quotes and process orders for renewals.
• Respond to client inquiries and help resolve issues in a timely manner.
• Coordinate with internal teams and clients to optimize renewal opportunities.
• Support forecasting and maintain renewal pipeline information in Salesforce.

Skills

CRM experience

Sales

Prioritization

Relationship building

Education

Associate degree (A.A.) or equivalent

Tools

Salesforce.com

Microsoft Office

Job description

The Client Operations Specialist - Renewals (COS-R) is a sales support role assisting the Client Managers / Client Directors with management of their recurring renewal business. COS-R support the renewal and maintenance contracts business related to outside sales by proactively generating price quotes, processing orders, assisting with customer inquiries, problem-solving and issue resolution. This individual may also interact directly with clients to facilitate the sales cycle in the absence of the Client Manager / Client Director. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast-paced support atmosphere. The COS-R supports the Client Manager / Client Director gross margin objectives by allowing the Client Manager / Client Director more time to be in the field with face to face meetings, recommending the best pricing strategy, and assisting in the sale of a master renewal program within the client base.

How you’ll make an impact

Support assigned Client Managers / Client Directors by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com. Provide excellent client service and communication via available tools and resources. Respond quickly and accurately to requests from internal business functions as well as outside clients and partners. Coordinate & advise Client Manager, Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, technology refreshes (EOL/EOS), co-term contracts in combination with various partner technologies. Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv's profit margins. Coordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing margins. Select probability for forecasting based on Client Manager/Client Director direction. Provide ongoing forecasting assistance as needed. Manage maintenance contract and asset tracking for clients. Prepare and submit accurate orders for purchasing. Provide system reporting to the Client Manager/Client Director, operations, and management upon request. Act as liaison between Client Manager/Client Director and Optiv internal business units As needed and upon request, participate in client meetings, including but not limited to: Quarterly Business Reviews (QBR), planning, & touch-point meetings. Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents Collaborate with internal teams to share best practices, ideas, training, that support Optiv's culture and core values Build a professional relationship with assigned Client Manager / Client Director so as to reflect Optiv's Core Values Proactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors other to ensure the sales cycle and the client needs are met Participate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activities. Develop and maintain product and industry knowledge Maintain account health through data integrity, credit standing etc. Actively volunteer to complete tasks on behalf of peers that are out of the office. Leverage client facing tools to enable enhanced self-service capabilities for clients. 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.
• Two or more years of experience in Business-to-Business Sales/Client Services role required.
• Prior experience with managing renewal contracts preferred.
• Intermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel.
• Internet navigation required.
• Two years of experience in technical or information technologies industry preferred.
• Prior experience in Client Relationship Management software (CRM) required.
• Salesforce.com experience preferred.
• Proven ability to prioritize multiple tasks in a fast-paced environment required.
• 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 deadlines.
• Superior organizational skills, independent judgment and functional arithmetic skills.

What you can expect from Optiv

• A company committed to our inclusive value through our Employee Resource Groups
• 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)

EEO Statement

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. 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. 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.