Client Operations Specialist
New
A
AHEADTechnology
United States, MST/PSTFull-TimeMiddle
Salary75,000 - 100,000 USD per year
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Job Details
- Experience
- 2-3 years
- Required Skills
- Data AnalysisSalesforceTime ManagementFinancial analysisCRM
Requirements
- Bachelor’s degree.
- 2-3 years of Sales Support experience, preferably in the technology industry.
- Experience working in a high volume, fast-paced sales environment.
- Proficiency with Salesforce or other CRM platforms.
- Strong mathematical aptitude with the ability to calculate margin percentages (cost+, list-, and flat GPM%).
- Ability to understand and analyze client needs in relation to company offerings.
- Effective independent work skills and the ability to work with minimal supervision.
- Strong verbal and written communication skills with the ability to build rapport.
- Ability to work effectively under pressure and multitask efficiently.
- Strong organizational and time management skills.
Responsibilities
- Manage transaction lifecycle from quote to cash, identifying requests and coordinating internal support team resources.
- Review, manage, and maintain pipeline and forecast with Client Directors, including scheduling regular Salesforce updates.
- Address customer questions and issues independently, engaging support teams when necessary.
- Assist in structuring deals and preparing customer pricing and proposals based on account parameters.
- Develop and maintain vendor relationships to improve communication and pricing.
- Verify bookable documents for accuracy and completeness before processing customer orders.
- Coordinate monthly meetings with accounts receivable to manage invoice aging and past due payments.
- Create and maintain detailed Client Profiles and maintain records of past quotes for strategic use.
- Provide value-add services such as SLA tracking and presentation preparation.
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