Client Operations Specialist
New
A
AHEADTechnology
Workplace type: Remote; Listing location: United States, EST/CSTFull-TimeJunior
Salary80,000 - 90,000 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 experience preferred.
- Technology-industry experience preferred.
- 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 the ability to articulate needs.
- Strong mathematical aptitude, including calculating margin percentages using cost-plus, list-minus, and flat GPM% models.
- Strong organizational, time-management, multitasking, and interpersonal skills.
- Ability to work independently with minimal supervision and effectively under pressure.
Responsibilities
- Manage the transaction lifecycle from quote to cash and coordinate internal support resources for customer requests.
- Review and maintain the pipeline and forecast with assigned Client Directors, including updating opportunities in Salesforce.com.
- Address customer questions and issues independently and coordinate with support teams to resolve them.
- Assist Client Directors with deal structure 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 past-quote records to inform current quotes and proposals.
- Provide requested account services such as SLAs, presentations, and order history.
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