Client Operations Specialist – Intelligent Operations

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

📋 Description

• Support designated Client Directors in safeguarding and enhancing Gross Profit Margin as well as customer satisfaction.

• Oversee the transaction lifecycle from quotation to cash collection.

• Coordinate resources from the internal support team to guarantee customer satisfaction.

• Review, manage, and sustain the pipeline and forecast within Salesforce.com.

• Arrange regular meetings with Client Directors to evaluate opportunities.

• Collaborate with customers to resolve inquiries and issues while delivering prompt solutions.

• Assist Client Directors in deal structuring and preparation of customer pricing and proposals.

• Build and nurture vendor relationships to enhance communication, secure discounts, and expedite registration and special pricing requests.

• Accept customer orders and confirm that booking documents are complete and accurate.

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

• Create and maintain client profiles and records of previous quotes.

• Offer value-added services such as Service Level Agreements (SLAs), presentations, and order history.

• Establish and uphold 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 within the Technology sector.

• Must reside in MST or PST time zones.

• Capability to comprehend and analyze client requirements and align them with company offerings.

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

• Excellent verbal and written communication abilities.

• Strong interpersonal, organizational, time-management, multitasking, and problem-solving skills.

• Ability to work autonomously with minimal supervision and under pressure.

• Understanding of fundamental business principles.

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

• Experience with Salesforce or another CRM system is advantageous.

• Flexibility to adapt and respond to varying situations.

• Capacity to build rapport and engage effectively with both internal and external clients.

🏝️ 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 to support ongoing education.

• Initiatives for diversity, inclusion, and employee resource groups, including Moving Women AHEAD and RISE AHEAD.

• Option to opt-out of AI application and interview reviews without penalties.