Client Operations Specialist – Enterprise
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Job Description
Client Operations Specialist supporting sales processes and managing client inquiries in a remote setting. Utilizing CRM systems to assist Client Managers with business development and sales operations.
Responsibilities:
- Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system).
- Provide outstanding and enthusiastic client service and communication both by phone and email.
- Respond quickly and accurately to requests from inside resources as well as outside clients.
- Prepare and submit accurate orders to purchasing.
- Help ensure deals are registered through partnership with the Deal Registration Desk.
- Provide system reporting or analytics to the Client Manager, operations, and management upon request.
- Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services.
- Develop and retain product and industry knowledge to be used to identify expertise.
- Commitment to developing knowledge and experience.
- Provide historical pricing analysis to Client Manager upon request.
- Act as liaison between Client Manager and operations/services organization.
- Perform other duties as assigned.
Requirements:
- 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.
- 2 or more years of experience in Business-to-Business Sales/Client Services role required.
- Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel.
- Internet navigation required.
- 2 years of experience in technical or information technologies industry preferred.
- Prior experience in Client Relationship Management software (CRM) required.
- Salesforce.com experience preferred.
- 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 particular deadlines.
- Superior organizational skills, independent judgment and functional arithmetic skills.
Benefits:
- A company committed to championing Diversity, Equality, and Inclusion 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)
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