Client Operations Specialist - Renewals | Remote, USA

About the role

The Client Operations Specialist - Renewals (COS-R) is a sales support role assisting the Client Managers / Client Directors with management of their recurring renewal business. This role interacts with manufacturing partners, internal business partners, and outside clients in a fast-paced support atmosphere.

Responsibilities

• Support Client Managers / Client Directors by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com.
• Provide excellent client service and communication via available tools and resources. Respond quickly and accurately to requests from internal business functions as well as outside clients and partners.
• Cook up and advise Client Manager, Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, technology refreshes (EOL/EOS), co-term contracts in combination with various partner technologies.
• Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv’s profit margins.
• Cook up and advise Client Manager/Client Director and Optiv internal business units.
• Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents.
• Collaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core values.
• Proactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors to support the renewals sales cycle.
• Participate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activities.
• Develop and maintain product and industry knowledge.
• Maintain account health through data integrity, credit standing etc.
• 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.
• Two or more years of experience in Business-to-Business Sales/Client Services role required.
• Prior experience with managing renewal contracts preferred.
• Intermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel. Internet navigation required.
• Two years of experience in technical or information technologies industry preferred.
• Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred.
• Proven ability to prioritize multiple tasks in a fast-paced environment required.
• 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 deadlines.
• Superior organizational skills, independent judgment and functional arithmetic skills.

Qualifications

• 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.
• Two or more years of experience in Business-to-Business Sales/Client Services role required.
• Prior experience with managing renewal contracts preferred.
• Intermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel. Internet navigation required.
• Two years of experience in technical or information technologies industry preferred.
• Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred.
• Proven ability to prioritize multiple tasks in a fast-paced environment required.
• 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 deadlines.
• Superior organizational skills, independent judgment and functional arithmetic skills.

Skills

• Microsoft Office Suite (Outlook, Word, Excel)
• Internet navigation
• Client Relationship Management software (CRM) experience, particularly Salesforce.com
• Strategic and competitive pricing recommendations
• Excellent communication and interpersonal skills
• Ability to prioritize tasks and manage multiple priorities
• Ability to build relationships and trust with internal and external partners/clients

Benefits

• Work/life balance
• Professional training resources
• Volunteer Opportunities

Pay

• Competitive salary based on experience and qualifications

Schedule

• Mountain Time Zone hours and potentially Pacific Time Zone