Client Operations Specialist – Renewals

This is a fully remote position, open to applicants in Florida, +8 more locations.

📋 Description

• Assist designated Client Managers and Client Directors by overseeing current renewal business, producing quotes, validating service contracts, conducting audits, and managing the renewable pipeline using Salesforce.com.

• Deliver client support and communication; respond to internal business needs, external clients, and partners.

• Collaborate with Client Managers, Client Directors, and clients on upselling opportunities, authorized support, multi-year contracts, technology refreshes, and co-term contracts.

• Provide strategic and competitive pricing recommendations to enhance Optiv’s profit margins.

• Recognize upsell and cross-sell opportunities, negotiate discounts with vendors and distributors, and enhance client value while optimizing margins.

• Choose forecasting probabilities and offer ongoing forecasting support.

• Oversee maintenance contracts and client asset tracking.

• Prepare and submit precise purchase orders.

• Offer system reporting to client management, operations, and management.

• Serve as a liaison between client management and internal Optiv business units.

• Engage in client meetings, including Quarterly Business Reviews, planning sessions, and touch-point meetings.

• Facilitate documentation requested by clients, such as RFPs and supplier forms.

• Work with internal teams to share best practices, ideas, and training.

• Cultivate professional relationships with assigned Client Managers and Client Directors.

• Follow up with clients, manufacturers, distributors, and client managers to ensure sales-cycle and client needs are fulfilled.

• Participate in compliance training, operational and systems enhancements, user acceptance testing, and career development activities.

• Build and sustain product and industry knowledge.

• Maintain account health through data integrity and credit status.

• Complete tasks on behalf of colleagues who are out of the office.

• Utilize client-facing tools to enhance client self-service capabilities.

• Undertake additional duties as assigned.

⛳️ Requirements

• Associate's Degree (A.A.) or equivalent from a two-year college or technical school; or six months to one year of related experience and/or training; or an equivalent combination of education and experience is preferred.

• A minimum of two years of experience in a Business-to-Business Sales or Client Services role is required.

• Previous experience in managing renewal contracts is preferred.

• Intermediate proficiency in Microsoft Office, particularly Microsoft Outlook, Word, and Excel.

• Internet navigation skills are essential.

• Two years of experience in the technical or information technology industry is preferred.

• Prior experience with Client Relationship Management (CRM) software is required.

• Experience with Salesforce.com is preferred.

• Demonstrated ability to manage multiple tasks in a fast-paced environment is required.

• Capacity to work in a sales partnership environment, where workflow is guided by incoming requests is required.

• Ability to establish relationships and build trust with internal and external partners and clients.

• Ability to prioritize tasks in alignment with deadlines.

• Exceptional organizational skills, independent judgment, and functional arithmetic abilities.

🏝️ Benefits

• A company dedicated to our inclusive values through our Employee Resource Groups.

• Work/life balance.

• Access to professional training resources.

• Opportunities for creative problem-solving and the capability to tackle unique, complex projects.

• Volunteer opportunities through “Optiv Chips In.”

• The necessary ability and technology to work effectively remotely/from home (where applicable).