Client Operations Specialist

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

📋 Description

• Oversee the entire transaction lifecycle from quoting to cash collection.

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

• Review, manage, and maintain the pipeline and forecast with designated Client Directors.

• Organize regular meetings to assess Salesforce opportunities.

• Respond to customer inquiries and issues, providing prompt solutions.

• Collaborate with internal and external support teams to resolve issues.

• Support Client Directors in structuring deals effectively.

• Prepare pricing and proposals for customers.

• Cultivate and sustain vendor relationships.

• Accept customer orders and confirm booking documentation.

• Facilitate monthly accounts receivable meetings to review invoice aging and overdue invoices.

• Develop and maintain Client Profiles and records of historical quotes.

• Offer value-added services, including SLAs, presentations, and order history.

• Assist Client Directors in safeguarding and enhancing Gross Profit Margin and customer satisfaction.

• Establish and maintain pre- and post-sales communication with assigned accounts.

⛳️ Requirements

• A Bachelor’s degree is mandatory.

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

• Must reside in the EST or CST time zones.

• Ability to comprehend and analyze client needs and align them with company offerings.

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

• Excellent verbal and written communication skills.

• Strong interpersonal capabilities.

• Effective organizational and time management skills.

• Capability to work independently with minimal oversight.

• Proficient in working efficiently under pressure.

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

• Familiarity with Salesforce or other CRM systems is preferred.

• Exceptional multitasking abilities.

• Understanding of fundamental business principles.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• 401(k) plan.

• Paid company holidays.

• Paid time off.

• Paid parental and caregiver leave.

• Cross-department training and development opportunities.

• Sponsored certifications and credentials for ongoing learning.

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

• Option to opt-out of AI application/resume review and interview recording/transcription without penalty.