Client Operations Specialist

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

📋 Description

• Oversee the entire transaction lifecycle from quote to cash, identifying account requests and coordinating with the internal support team to ensure customer satisfaction.

• Review, manage, and maintain the pipeline and forecast with designated Client Directors. Schedule regular meetings to discuss opportunities that need to be added or updated in Salesforce.

• Work autonomously with assigned customers to resolve questions and issues, providing timely solutions while collaborating with internal and external support teams.

• Assist Client Directors in structuring deals and preparing customer pricing and proposals for assigned accounts based on parameters established by the Client Directors.

• Collaborate with Client Directors to cultivate and maintain vendor relationships to enhance communication, secure increased discounts, and expedite registration and special pricing requests.

• Accept all customer orders and ensure that all bookable documents are complete and accurate before processing.

• Organize monthly meetings with accounts receivable to review aging invoice reports and past due invoices for assigned accounts.

• Develop and maintain Client Profiles for assigned accounts, keeping records of past quotes to strategically provide current quotes and proposals.

• Deliver additional value-added services to assigned accounts as needed (e.g., SLA, PPT, presentations, order history, etc.) while possessing a clear understanding of the client’s internal structure and processes.

⛳️ Requirements

• A Bachelor’s degree is required.

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

• Open to candidates with diverse backgrounds.

• Ability to understand and analyze client needs and connect them to company offerings.

• Independent self-starter who is an effective team player with creative problem-solving skills to help the organization meet its earnings goals.

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

• Excellent verbal and written communication skills, with the ability to articulate needs clearly.

• Capable of quickly establishing rapport with clients.

• Strong interpersonal skills to effectively engage with all levels of internal and external clients.

• Exceptional organizational skills.

• Proficient time management abilities.

• Adaptable, with the capacity to react to various situations.

• Ability to work independently on projects with minimal supervision.

• Effectively and efficiently manage work under pressure.

• Understanding of general business principles.

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

• Experience with Salesforce or other CRM systems is preferred.

• Outstanding multitasking capabilities.

• Eagerness to learn and comprehend the business process from start to finish.

• Strong work ethic, respecting work/life balance and fostering a positive work environment.

• Excellent interpersonal skills and the confidence to assert oneself in a sales-driven environment.

• A positive, can-do attitude.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• 401(k) plan.

• Paid company holidays.

• Paid time off.

• Paid parental and caregiver leave.

• Plus more! Visit https://www.aheadbenefits.com/ for additional details.