Client Operations Specialist - Security
New
A
AHEADTechnology
United States, EST/CSTFull-TimeJunior
Salary75,000 - 100,000 USD per year
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Job Details
- Experience
- 2-3 years of Sales Support preferred
- Required Skills
- SalesforceCRM
Requirements
- Bachelor’s degree required.
- 2–3 years of Sales Support preferred, preferably in the Technology industry.
- Experience working in a high-volume, fast-paced sales environment required.
- Experience with Salesforce or another CRM preferred.
- Ability to understand and analyze client needs and connect them to company offerings.
- Strong verbal and written communication skills and ability to articulate needs.
- Strong interpersonal, rapport-building, and client-service skills.
- Strong organizational and time-management skills, with the ability to multitask.
- Ability to work independently with minimal supervision and effectively under pressure.
- Strong mathematical aptitude and ability to calculate margin percentages using cost-plus, list-minus, and flat GPM% models.
- Must be in EST/CST.
Responsibilities
- Manage the transaction lifecycle from quote to cash and coordinate internal support resources to address account requests.
- Review and maintain pipeline and forecasts with assigned Client Directors, including updating opportunities in Salesforce.com.
- Address customer questions and issues independently and coordinate with internal and external support teams on resolutions.
- Assist Client Directors with deal structuring and prepare customer pricing and proposals using account parameters.
- Develop and maintain vendor relationships to improve communication, discounts, and turnaround on registration and special pricing requests.
- Accept customer orders and verify that booking documents are complete and accurate.
- Coordinate monthly accounts receivable meetings to review invoice aging and past-due invoices.
- Maintain client profiles and records of past quotes to support current quotes and proposals.
- Provide requested value-added services, including SLAs, presentations, and order history.
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