Client Operations Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Support designated Client Directors in safeguarding and enhancing Gross Profit Margin (GPM) and ensuring customer satisfaction.

• Oversee the transaction lifecycle from quotation to cash collection.

• Recognize account requests and coordinate resources from the internal support team.

• Review, manage, and sustain the pipeline and forecasts alongside assigned Client Directors.

• Organize regular Salesforce.com opportunity review sessions.

• Collaborate with assigned customers to address inquiries and concerns, delivering prompt solutions.

• Engage both internal and external support teams to resolve customer issues effectively.

• Aid in deal structuring and prepare pricing and proposals for customers.

• Cultivate and maintain vendor relationships to enhance communication, secure discounts, and expedite registration or special pricing requests.

• Process customer orders and ensure booking documents are accurate and complete.

• Coordinate monthly accounts receivable meetings to assess invoice aging and overdue invoices.

• Develop and update client profiles and records of previous quotes.

• Provide additional value through services like SLAs, presentations, order history, and related resources.

• Establish and maintain strong pre- and post-sales communication with assigned accounts to promote long-term relationships.

⛳️ Requirements

• A Bachelor’s degree is mandatory.

• 2-3 years of preferred Sales Support experience, particularly in the Technology sector.

• Ability to comprehend and analyze client requirements and connect them to company offerings.

• Self-motivated with the capability to work effectively within a team.

• Proficient in creative problem-solving.

• Proven experience in a high-volume, fast-paced sales environment is essential.

• Excellent verbal and written communication skills.

• Strong interpersonal abilities and rapport-building skills.

• Proficient organizational and time-management skills.

• Capacity to adapt and respond to various situations.

• Ability to work independently with minimal oversight.

• Capable of working efficiently and effectively under pressure.

• Comprehension of general business principles.

• Strong mathematical skills with the ability to calculate margin percentages using cost+, list-, and flat GPM% models.

• Experience with Salesforce or other CRM systems is preferred.

• Exceptional multitasking capabilities.

• Eagerness to learn the complete business process.

• Strong work ethic coupled with a positive attitude.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• 401(k) plan.

• Paid company holidays.

• Paid time off.

• Paid parental and caregiver leave.

• Opportunities for cross-department training and development.

• Sponsored certifications and credentials for ongoing learning.

• Access to a multi-million-dollar technology lab.

• Participation in diversity and inclusion groups fostering a culture of belonging.

• Option for AI application and interview review opt-out without penalty.