Client Operations Specialist

The Client Operations Specialist is responsible for assisting assigned Client Directors in protecting and increasing the Gross Profit Margin (GPM) and customer satisfaction through a heightened level of client service and daily attention. Develops and maintains strong pre and post-sales contact with assigned company Accounts in order to facilitate positive and productive long-term relationships.

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

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