Optiv

Client Operations Specialist – Renewals

Optiv

full-time

Posted on:

Location Type: Remote

Location: Kansas • United States

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Tech Stack

SFDC

About the role

  • Support assigned Client Managers / Client Directors by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of 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 requests from internal business functions as well as outside clients and partners.
  • Coordinate & advise Client Manager, Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, technology refreshes (EOL/EOS), co-term contracts in combination with various partner technologies
  • Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv’s profit margins.
  • Coordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing margins.
  • Select probability for forecasting based on Client Manager/Client Director direction.
  • Provide ongoing forecasting assistance as needed.
  • Manage maintenance contract and asset tracking for clients.
  • 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 Client Manager/Client Director and Optiv internal business units
  • As needed and upon request, participate in client meetings, including but not limited to: Quarterly Business Reviews (QBR), planning, & touch-point meetings.
  • Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents
  • Collaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core values
  • Build a professional relationship with assigned Client Manager / Client Director so as to reflect Optiv's Core Values
  • Proactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors other to ensure the sales cycle and the client needs are met
  • Participate in corporate compliance trainings, 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 etc.
  • Actively volunteer to complete tasks on behalf of peers that are out of the office.
  • Leverage client facing tools to enable enhanced self-service capabilities for clients.
  • 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.
  • Two or more years of experience in Business-to-Business Sales/Client Services role required.
  • Prior experience with managing renewal contracts preferred.
  • Intermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel.
  • Internet navigation 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.
  • Ability to prioritize tasks to align with deadlines
  • Superior organizational skills, independent judgment and functional arithmetic skills
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
contract managementpricing recommendationsforecastingdata integrityaccount health managementRFP documentationsales cycle managementclient serviceupsellingcross-selling
Soft Skills
communicationrelationship buildingorganizational skillsindependent judgmentprioritizationcollaborationproblem-solvingadaptabilitytime managementcustomer focus
Certifications
Associates Degreecompliance training