Client Operations Specialist – Enterprise

Optiv

Client Operations Specialist supporting field Client Managers in sales quoting and order processing at Optiv. Engaging with clients, generating quotes, and assisting with various administrative sales-related tasks.

Posted 4/3/2026full-timeRemote • Florida, Kansas, South Carolina, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system).
Provide outstanding and enthusiastic client service and communication both by phone and email.
Respond quickly and accurately to requests from inside resources as well as outside clients.
Prepare and submit accurate orders to purchasing.
Help ensure deals are registered through partnership with the Deal Registration Desk.
Provide system reporting or analytics to the Client Manager, operations, and management upon request.
Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services.
Develop and retain product and industry knowledge to be used to identify expertise.
Commitment to developing knowledge and experience.
Provide historical pricing analysis to Client Manager upon request.
Act as liaison between Client Manager and operations/services organization.
Perform other duties as assigned.

Requirements

What you’ll need

Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred.
2 or more years of experience in Business-to-Business Sales/Client Services role required.
Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel.
Internet navigation required.
2 years of experience in technical or information technologies industry preferred.
Prior experience in Client Relationship Management software (CRM) required.
Salesforce.com experience preferred.
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.
Ability to prioritize tasks to align with particular deadlines
Superior organizational skills, independent judgment and functional arithmetic skills.
Ability to calculate figures and amounts such as discounts, margins, percentages

Benefits

Comp & perks

A company committed to our inclusive value through our Employee Resource Groups
Work/life balance
Professional training resources
Creative problem-solving and the ability to tackle unique, complex projects
Volunteer Opportunities
“Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.
The ability and technology necessary to productively work remotely/from home (where applicable)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales quotationshistorical pricing analysisfunctional arithmetic skillsInternet navigation

Soft Skills

client servicecommunicationmulti-taskingrelationship buildingorganizational skillsindependent judgmentprioritization

Certifications

Associates Degree