Client Operations Specialist

Roles and 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
• Absorb all customer orders; verify bookable documents are complete and accurate prior to booking
• Cook 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

Qualifications

• 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
• 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
• 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

Pay

$75,000 - $100,000 a year

The compensation range indicated in this posting reflects the On-Target Earnings (“OTE”) for this role, which includes a base salary and any applicable target bonus amount. This OTE range may vary based on the candidate’s relevant experience, qualifications, and geographic location.

Benefits

USA Employment Benefits Include:

• Medical
• Dental
• Vision Insurance
• 401(k)
• Paid company holidays
• Paid time off
• Paid parental and caregiver leave
• Plus more!

See benefits here.