Optiv

Client Operations Specialist – Enterprise

Optiv

full-time

Posted on:

Location Type: Remote

Location: Florida • Kansas • United States

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Tech Stack

SFDC

About the role

  • 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

  • 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
  • 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)
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