Hybrid Client Success Specialist – Commercial Sales

at Optiv

• Job title: Client Success Specialist – Commercial Sales
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Associate's Degree
• Tech skills: Cyber Security
• Location requirements: Hybrid, Salt Lake City, United States

About the role

• Client Success Specialist at Optiv managing renewals and client relationships in cybersecurity solutions. Responsible for driving engagement and retention with B2B clients across the United States.

Responsibilities

• Own and coordinate all aspects of the sales cycle within assigned accounts
• Build and execute account management plans to drive sales velocity
• Expertly communicate the value proposition of Optiv’s cybersecurity technologies, services, and expertise
• Build and maintain strong relationships with clients and key executive stakeholders
• Maintain a 90% renewal retention rate and consistently achieve assigned sales goals and quotas
• Act as a liaison between clients, vendors, technical teams, and internal stakeholders
• Manage and support recurring renewal and maintenance contracts
• Proactively generate renewal quotes, process orders, and assist with pricing strategies
• Determine gross margin objectives and recommend optimal pricing approaches
• Educate clients on contractual terms, renewal timelines, product updates, upcoming launches, and financing options
• Assist in selling master renewal programs across the client base
• Manage assets, contracts, RMAs, and renewal touchpoints throughout the contract lifecycle
• Monitor and mediate client communications to ensure satisfaction and issue resolution
• Identify upsell opportunities including refreshes, add-ons, and services
• Assist with client business reviews, satisfaction assessments, and identification of pain points
• Coordinate technical resources for product demonstrations and proof-of-concepts
• Aggregate system and performance data for client presentations and reporting
• Provide ad hoc reporting and support Optiv initiatives as required
• Ensure compliance with all company policies and standards

Requirements

• Associate’s degree (A.A.) or equivalent experience preferred
• 2 years of Business-to-Business (B2B) sales and/or client services experience required
• Prior experience managing renewal contracts preferred
• Experience in the technology or IT industry preferred
• Prior experience as an SDR, CSM, or AE valued but not required
• Proven track record of meeting or exceeding sales quotas
• Intermediate proficiency in Microsoft Outlook, Word, and Excel
• Ability to prioritize and execute in a fast-paced, request-driven environment
• Strong ability to work cross-functionally with sales, technical, and support teams
• Demonstrated success building productive relationships with executives and key decision-makers
• Experience researching, initiating, and cultivating business relationships
• Ability to cold call and cold email to generate meetings and advance sales cycles
• Strong understanding of IT infrastructure, cybersecurity solutions, and competitive landscapes
• Familiarity with technology partners, distribution channels, and consulting services
• Knowledge of financing solutions for multi-year hardware, software, and services deals
• Proficiency with CRM platforms (Salesforce preferred)
• Excellent presentation, verbal, written, and listening communication skills
• Highly organized, detail-oriented, and capable of managing multiple priorities
• Self-starter comfortable working independently in a remote or hybrid environment

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)