Client Operations Specialist

Posted 14 days agoViewed

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💎 Seniority level: Junior, 2-5 years

📍 Location: USA, EST, CST

🏢 Company: Harbor👥 501-1000 Grocery Food Delivery Food and Beverage Restaurants

🗣️ Languages: English

⏳ Experience: 2-5 years

🪄 Skills: Project ManagementSalesforceCommunication SkillsAnalytical SkillsMicrosoft ExcelAttention to detailOrganizational skillsWritten communicationMultitaskingComplianceMicrosoft Office SuiteExcellent communication skillsProblem-solving skillsAccount ManagementClient relationship managementCross-functional collaborationCRM

Requirements:

Bachelor's degree in Business Administration, Operations Management, or a related field.
2-5 years’ experience in Sales, Sales Operations, or similar role
Proficiency in Salesforce or other CRM systems.
Strong organizational and multitasking skills.
Excellent communication and interpersonal skills.
Ability to work collaboratively with cross-functional teams.

Responsibilities:

Assist CE Territory Leads with internal processes.
Hold Weekly 1:1s with assigned CE Territory Leads.
Provide assistance to Solution Leads.
Process and generate SOWs/change request paperwork.
Ensure opportunities reflect correct key data for accurate forecasting.
Process completed and signed orders in Salesforce.
Coordinate handoff to Finance and Delivery teams.
Monitor and manage renewals processing for applicable solution lines.
Process new reseller opportunities and renewals.
Maintain and enforce Harbor commercial standards.
Collaborate with the Harbor Legal team on contracts review and execution.
Attend pipeline calls for applicable solution lines.
Track follow-ups for assigned teams.
Collaborate with opportunity bid teams on proposal creation.

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