About the role

  • 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

Client Operations Specialist

Job type

Experience level

JuniorMid level

Salary

$80,000 - $90,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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