Client Operations Specialist - Renewals
New
Anywhere within the continental U.S.Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- Two or more years of experience
- Required Skills
- SalesforceMicrosoft Excel
Requirements
- Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience preferred
- Two or more years of experience in Business-to-Business Sales/Client Services role required
- Prior experience with managing renewal contracts preferred
- Intermediate level experience with Microsoft Office (Outlook, Word, Excel)
- Internet navigation required
- Two years of experience in technical or information technologies industry preferred
- Prior experience in Client Relationship Management software (CRM) required
- Salesforce.com experience preferred
- Proven ability to prioritize multiple tasks in a fast-paced environment required
- Ability to work in a sales partnership setting, where workflow is determined by incoming requests required
- Ability to build relationships and trust with internal and external partners/clients
- Ability to prioritize tasks to align with deadlines
- Superior organizational skills, independent judgment, and functional arithmetic skills
Responsibilities
- Support assigned Client Managers / Client Directors by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com
- Provide excellent client service and communication via available tools and resources. Respond quickly and accurately to requests from internal business functions as well as outside clients and partners
- Coordinate & advise Client Manager, Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, technology refreshes (EOL/EOS), co-term contracts in combination with various partner technologies
- Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv’s profit margins
- Coordinate with the client management team to identify upsell/cross-sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for clients while maximizing margins
- Select probability for forecasting based on Client Manager/Client Director direction. Provide ongoing forecasting assistance as needed
- Manage maintenance contracts and asset tracking for clients
- Prepare and submit accurate orders for purchasing
- Provide system reporting to the Client Manager/Client Director, operations, and management upon request
- Act as a liaison between Client Manager/Client Director and Optiv internal business units
- Participate in client meetings, including but not limited to: Quarterly Business Reviews (QBR), planning, & touch-point meetings
- Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents
- Collaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core values
- Build a professional relationship with assigned Client Manager / Client Director so as to reflect Optiv's Core Values
- Proactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors other to ensure the sales cycle and the client needs are met
- Participate in corporate compliance training, operations/systems improvements, user-acceptance testing, and personal career development activities
- Develop and maintain product and industry knowledge
- Maintain account health through data integrity, credit standing, etc
- Actively volunteer to complete tasks on behalf of peers that are out of the office
- Leverage client-facing tools to enable enhanced self-service capabilities for clients
- Perform other duties as assigned
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