Client Operations Specialist – Strategic

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Assist designated Client Managers by generating precise and timely sales quotations for new products and services using SalesForce.com (CRM system).

• Deliver exceptional and enthusiastic client service and communication via phone and email.

• Respond promptly and accurately to inquiries from both internal resources and external clients.

• Prepare and submit accurate purchase orders.

• Support the registration of deals in collaboration with the Deal Registration Desk.

• Provide system reporting or analytics to the Client Manager, operations, and management when requested.

• Manage multiple ongoing activities in a fast-paced environment while delivering accurate and timely new business quotations for products and services.

• Cultivate and maintain product and industry knowledge to enhance expertise.

• Demonstrate a commitment to acquiring knowledge and experience.

• Provide historical pricing analysis to the Client Manager upon request.

• Serve as a liaison between the Client Manager and the operations/services organization.

• Perform 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 relevant experience and/or training; or a comparable combination of education and experience is preferred.

• A minimum of 2 years of experience in a Business-to-Business Sales/Client Services role is required.

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

• Proficient in internet navigation.

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

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

• Experience with Salesforce.com is preferred.

• Ability to operate effectively in a sales partnership environment, where workflow is driven by incoming requests, is required.

• Strong relationship-building and trust-establishing skills with internal and external partners/clients.

• Capability to prioritize tasks to meet specific deadlines.

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

• Proficiency in calculating figures and amounts such as discounts, margins, and percentages.

🏝️ 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 tackling unique, complex projects.

• Volunteer opportunities available.

• “Optiv Chips In” program encourages employees to volunteer and engage with their teams and communities.

• The necessary technology and ability to work productively from home (where applicable).