Client Operations Specialist - Renewals | Remote, USA

Client Operations Specialist – Renewals (COS‑R) The role supports Client Managers and Client Directors in the Great Lakes region to manage recurring renewal business. The incumbent pro‑actively generates price quotes, processes orders, assists with customer inquiries, problem‑solves and resolves issues, and coordinates with internal and external parties to ensure smooth renewal cycles. Responsibilities Support Client Managers/Client Directors by proactively monitoring renewal business and generating timely quotes. Validate service contracts, audit and manage 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 internal business function and external client requests. Coordinate & advise Client Manager, Client Director & Clients to explore various opportunities such as upsell services, authorized support, multi‑year contracts, technology refreshes, and co‑term contracts with partner technologies. Make strategic and competitive pricing recommendations utilizing pricing tools to maximize 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 while maximizing margins. Provide information on maintenance contracts and asset tracking as requested. Prepare and submit accurate orders for purchasing. Provide system reporting to the Client Manager/Client Director, operations and management upon request. Act as liaison between the Client Manager/Client Director and Optiv internal business units. Facilitate completion of client‑requested documentation, including RFPs, supplier forms and other non‑standard documents. Collaborate with internal teams to share best practices, ideas and training that support Optiv’s culture and core values. Build professional relationships with Client Managers/Client Directors to reflect Optiv's core values. Proactively follow up with clients, manufacturers, distributors and Client Managers/Client Directors to support the renewals sales cycle. 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 and related metrics. Actively volunteer to complete tasks on behalf of peers when out of office. Perform other duties as assigned. Qualifications Associate’s degree (A.A.) or equivalent from a two‑year college/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 (required). Prior experience managing renewal contracts (preferred). Intermediate Microsoft Office skills (Outlook, Word, Excel). Internet navigation proficiency (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 (required). Ability to prioritize tasks to align with deadlines (required). Superior organizational skills, independent judgment and functional arithmetic skills (required). Benefits Company commitment to inclusive values through Employee Resource Groups. Work/life balance. Professional training resources. Creative problem‑solving and ability to tackle unique, complex projects. Volunteer opportunities – Optiv “Chips In” encourages volunteering and community engagement. Opportunity to work remotely / from home (where applicable). EEO Statement Optiv is an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. #J-18808-Ljbffr Optiv