Client Operations Specialist [Remote]

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Operations Specialist in the United States.

This role sits at the intersection of sales support, client success, and operational execution, ensuring smooth delivery across the full quote-to-cash lifecycle. You will work closely with Client Directors to protect margins, improve customer satisfaction, and strengthen long-term account relationships. Acting as a key operational partner, you will coordinate internal teams, manage deal accuracy, and support timely resolution of client needs. The environment is fast-paced, highly collaborative, and centered on precision, responsiveness, and service excellence. You will also contribute to pipeline visibility, forecasting accuracy, and deal structuring. This position is ideal for someone who thrives in detail-heavy coordination work and enjoys enabling sales success behind the scenes.

Accountabilities

In this role, you will support Client Directors in managing end-to-end client operations and ensuring seamless execution across sales and post-sales processes. You will be responsible for maintaining accuracy, efficiency, and strong communication across multiple stakeholders while safeguarding customer satisfaction and financial performance.

• Manage the full quote-to-cash lifecycle by coordinating internal teams, validating customer requests, and ensuring timely and accurate order processing
• Support pipeline and forecast management in collaboration with Client Directors, including maintaining Salesforce updates and opportunity tracking
• Assist in deal structuring, pricing, and proposal preparation aligned with account-specific guidelines and margin objectives
• Serve as a primary point of contact for assigned customers to resolve issues, answer inquiries, and coordinate solutions with internal teams
• Ensure accuracy of customer orders, documentation, and booking requirements prior to submission
• Monitor invoice aging and accounts receivable items, supporting monthly financial reviews and issue resolution
• Maintain detailed client profiles, historical quote data, and account records to support strategic deal development and renewals
• Provide ad hoc operational and administrative support such as reporting, presentations, and account insights

Requirements

This role requires strong organizational capability, business acumen, and the ability to thrive in a high-volume, fast-moving sales environment. Successful candidates are detail-oriented, proactive, and comfortable working across multiple systems and stakeholders.

• 2–3 years of experience in sales support, client operations, or a related role (technology industry experience preferred)
• Bachelor’s degree required
• Strong understanding of business operations, client needs, and sales lifecycle processes
• Experience working with CRM systems, preferably Salesforce
• Strong mathematical aptitude with ability to calculate margins and pricing models accurately
• Excellent verbal and written communication skills with strong interpersonal abilities
• Ability to multitask, prioritize, and manage competing deadlines effectively
• Strong problem-solving skills with a proactive and adaptable mindset
• Ability to work independently while collaborating effectively with internal and external stakeholders
• High attention to detail and strong organizational and time management skills
• Comfortable working under pressure in a fast-paced, client-driven environment

Benefits

• Competitive compensation aligned with experience and market benchmarks (OTE structure)
• Medical, dental, and vision insurance
• 401(k) retirement plan
• Paid time off and paid company holidays
• Paid parental and caregiver leave
• Access to continuous learning and professional development opportunities
• Inclusive culture with employee resource groups and community initiatives
• Exposure to advanced technology environments and cross-functional collaboration
• Flexible, people-focused work culture emphasizing balance and well-being

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. 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 contact us.