Remote Client Operations Specialist — Quotes & Support

Optiv; Tampa (FL); Hybrid; USD 50,000 - 65,000; Full time

Job summary

Optiv is seeking a Client Operations Specialist in Tampa to support Client Managers in developing and closing new business. The role includes generating quotes, processing orders, handling client inquiries, and solving issues to drive margin objectives.

You will interact with clients, manufacturing partners, and internal teams to ensure accurate pricing strategies and timely deal registrations, enabling field managers to focus on face-to-face meetings.

Qualifications

• Associates Degree or equivalent; six months to one year related experience preferred.
• 2+ years of experience in B2B Sales/Client Services required.
• Experience with Microsoft Office (Outlook, Word, Excel) and internet navigation.

Responsibilities

• Generate accurate, timely sales quotations for new business using Salesforce.com.
• Process orders and submit to purchasing; assist with deal registration.
• Provide outstanding client service via phone and email.
• Prepare system reports/analytics upon request.
• Assist Client Managers to close deals and support pricing strategies.

Skills

Communication

Relationship-building

Prioritization

Education

Associates Degree (A.A.) or equivalent

Tools

Salesforce.com

Microsoft Office

Job description

Optiv is seeking a Client Operations Specialist in Tampa to support Client Managers in developing and closing new business. The role includes generating quotes, processing orders, handling client inquiries, and solving issues to drive margin objectives.

You will interact with clients, manufacturing partners, and internal teams to ensure accurate pricing strategies and timely deal registrations, enabling field managers to focus on face-to-face meetings.