Client Success & Sales Operations Specialist

BlueAlly; Atlanta (GA); On-site; USD 55,000 - 90,000; Full time

Job summary

BlueAlly in Atlanta is seeking a Client Business Specialist to manage a book of business for the field team, handling quotes, CRM data, and relationship management with OEMs and clients.

You will collaborate with Solution Architects and Account Managers to deliver IT solutions, oversee quotes-to-cash processes, and ensure data accuracy.

The role emphasizes self-sufficiency, strong communication, and the ability to adapt to evolving client needs within a fast-paced sales environment.

Qualifications

• Detail-oriented, self-motivated and able to reprioritize throughout the day.
• Advanced Microsoft Outlook and Excel skills.
• Strong communication and interpersonal skills; works well independently or in a team.
• Understanding of the VAR landscape and IT products/services.
• Owns their role and helps the sales team's business.

Responsibilities

• Partner with Solution Architects and Account Managers to deliver IT solutions for clients.
• Manage the sales order process end-to-end (Quote to Cash): deal registration for various OEMs, quote creation, multi-location logistics, pipeline management, and pricing strategy based on stock levels and promotions.
• Follow the Compliance Deals Desk Review process and adhere to compliance requirements.
• Maintain a clean, accurate CRM/ERP system while developing processes and procedures tailored to each client's needs.
• Administer warranty expirations/renewals and license management (usage reports/invoices).
• Resolve missing, incomplete, or inconsistent data through applied analytics.
• Participate in training; achieve certifications on an as needed basis.
• Self-sufficient and resourceful — works independently, collaborates to drive efficiency, and takes ownership of getting things done.
• Route incoming Professional Services or Managed Services requests.
• Understand services order setup and billing needs.

Skills

Detail-oriented

Strong communication

Interpersonal skills

Self-motivated

Project coordination

Education

Some college

Tools

Microsoft Outlook

Microsoft Excel

Job description

BlueAlly in Atlanta is seeking a Client Business Specialist to manage a book of business for the field team, handling quotes, CRM data, and relationship management with OEMs and clients.

You will collaborate with Solution Architects and Account Managers to deliver IT solutions, oversee quotes-to-cash processes, and ensure data accuracy.

The role emphasizes self-sufficiency, strong communication, and the ability to adapt to evolving client needs within a fast-paced sales environment.