Client Operations & Success Specialist

AHEAD; United States, Northern America, Americas; Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k)

Paid holidays

Paid time off

Parental and caregiver leave

Job summary

AHEAD is seeking a Client Operations Specialist to support Client Directors in protecting margins and boosting client satisfaction. You will maintain pre- and post-sales contact with assigned accounts, manage quotes, pricing, and proposals, and coordinate with internal teams to deliver outstanding service.

Ideal candidates have 2–3 years in sales support, strong communication, and a proactive, independent work style.

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

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

Job description

AHEAD is seeking a Client Operations Specialist to support Client Directors in protecting margins and boosting client satisfaction. You will maintain pre- and post-sales contact with assigned accounts, manage quotes, pricing, and proposals, and coordinate with internal teams to deliver outstanding service.

Ideal candidates have 2–3 years in sales support, strong communication, and a proactive, independent work style.