Customer Operations Assistant role focusing on invoice approval and guiding clients through payment processes. Ensuring customer satisfaction in a hybrid fintech environment.
TL
Hybrid Client Operations Specialist
Posted 2 months ago
About the role
- Client Operations Specialist responsible for managing client accounts and support within sales operations. Ensuring customer satisfaction and maintaining profitability for assigned accounts through strong engagement.
Responsibilities
- 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
Requirements
- 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
Benefits
- Medical, Dental, and Vision Insurance
- 401(k)
- Paid company holidays
- Paid time off
- Paid parental and caregiver leave
- Plus more! See benefits https://www.aheadbenefits.com/ for additional details.
Job title
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