Client Operations Specialist

Client Operations SpecialistThe Client Operations Specialist is responsible for assisting assigned Client Directors in protecting and increasing the Gross Profit Margin (GPM) and customer satisfaction through a heightened level of client service and daily attention. Develops and maintains strong pre and post-sales contact with assigned company Accounts in order to facilitate positive and productive long-term relationships.Roles and ResponsibilitiesManage transaction lifecycle from quote to cash – identify account requests and coordinate/manage internal support team resources to ensure customer satisfactionReview, manage, and maintain pipeline and forecast with assigned Client Directors. Schedule regular/reoccurring meetings to review opportunities that need to be added and/or updated in Salesforce.comWork independently with assigned customers to address questions/issues and provide timely solutions; engage with internal/external support team on resolutionAssist in structuring deals with Client Directors. Prepare customer pricing and proposals for assigned accounts using the parameters set by assigned Client Directors per accountWork with assigned Client Directors to develop and maintain vendor relationships in order to gain improved communication, increased discounts, and fast turnaround on registration/special pricing requestsAccept all customer orders; verify bookable documents are complete and accurate prior to bookingCoordinate monthly meetings with accounts receivable to review invoice aging reports and past due invoices for assigned accountsDevelop and maintain Client Profiles for assigned accounts. Maintain records pertaining to past quotes in order to strategically provide current quotes and proposals.Provide 'value-add' services to assigned accounts as requested) SLA, PPT, presentations, order history, etc.) while having a clear understanding of the client's internal structure and processQualificationsBachelor's degree is required2-3 years of Sales Support preferred, in the Technology industry is preferredOpen to various backgroundsAbility to understand/analyze client needs and link them to company offeringsIndependent self-starter, effective team player with creative problem solving skills to help the organization achieve its earnings objectivesHistory of working in a high volume, fast-paced sales environment requiredStrong verbal and written communication skills; ability to articulate needsAbility to instantly build rapportStrong interpersonal skills to effectively interact with all levels of internal and external clientsOrganizational skillsTime management abilityAdaptable/Ability to react to situationsAbility to work independently on projects with minimal supervisionWork effectively and efficiently under pressureUnderstands general business principlesStrong mathematical aptitude and the ability to work with and easily calculate margin percentages using cost+, list-, and flat GPM% modelsExperience with Salesforce or other CRM preferredOutstanding multitasking skillsDesire to learn and understand the business process from beginning to endStrong work ethic with respect for work/life balance and positive work environmentGood people skills and strong backbone to stand firm in sales-centric environmentPositive can do attitude$75,000 - $100,000 a yearThe compensation range indicated in this posting reflects the On-Target Earnings ("OTE") for this role, which includes a base salary and any applicable target bonus amount. This OTE range may vary based on the candidate's relevant experience, qualifications, and geographic location.Why AHEAD:Through our daily work and internal groups like Moving Women AHEAD and RISE AHEAD, we value and benefit from diversity of people, ideas, experience, and everything in between. We fuel growth by stacking our office with top-notch technologies in a multi-million-dollar lab, by encouraging cross department training and development, sponsoring certifications and credentials for continued learning.USA Employment Benefits include:Medical, Dental, and Vision Insurance401(k)Paid company holidaysPaid time offPaid parental and caregiver leavePlus more! See benefits for additional details.Use of AI:We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, assessing responses, or to capture recordings and create transcriptions or summaries during interviews. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.If you would like more information about how your data is processed, please refer to the Candidate Privacy Notice or contact us at View email address on click.appcast.io may opt-out of the review or analysis of your application and resume by AI tools by using the General Application. Please include the role you wish to apply for in the Additional Information field. You may also choose to opt-out of recording and transcription at any time, including after joining an interview. Candidates will not be penalized for choosing to opt-out.