Client Operations Specialist

Thinkahead Consultant Psychologist Pty Ltd

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $75,000 - $85,000 per year

Job Level

JuniorMid-Level

Tech Stack

ReactSFDC

About the role

  • Manage transaction lifecycle from quote to cash – identify account requests and coordinate/manage internal support team resources to ensure customer satisfaction
  • Review, 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.com
  • Work independently with assigned customers to address questions/issues and provide timely solutions; engage with internal/external support team on resolution
  • Assist in structuring deals with Client Directors. Prepare customer pricing and proposals for assigned accounts using the parameters set by assigned Client Directors per account
  • Work 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 requests
  • Accept all customer orders; verify bookable documents are complete and accurate prior to booking
  • Coordinate monthly meetings with accounts receivable to review invoice aging reports and past due invoices for assigned accounts
  • Develop 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 process

Requirements

  • Bachelor’s degree is required
  • 2-3 years of Sales Support preferred, in the Technology industry is preferred
  • Open to various backgrounds
  • Ability to understand/analyze client needs and link them to company offerings
  • Independent self-starter, effective team player with creative problem solving skills to help the organization achieve its earnings objectives
  • History of working in a high volume, fast-paced sales environment required
  • Strong verbal and written communication skills; ability to articulate needs
  • Ability to instantly build rapport
  • Strong interpersonal skills to effectively interact with all levels of internal and external clients
  • Organizational skills
  • Time management ability
  • Adaptable/Ability to react to situations
  • Ability to work independently on projects with minimal supervision
  • Work effectively and efficiently under pressure
  • Understands general business principles
  • Strong mathematical aptitude and the ability to work with and easily calculate margin percentages using cost+, list-, and flat GPM% models
  • Experience with Salesforce or other CRM preferred
  • Outstanding multitasking skills
  • Desire to learn and understand the business process from beginning to end
  • Strong work ethic with respect for work/life balance and positive work environment
  • Good people skills and strong backbone to stand firm in sales-centric environment
  • Positive can do attitude
Benefits
  • Medical, Dental, and Vision Insurance
  • 401(k)
  • Paid company holidays
  • Paid time off
  • Paid parental and caregiver leave
  • Plus more! See benefits https://www.aheadbenefits.com/ for additional details.

Applicant Tracking System Keywords

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

Hard skills
Sales SupportClient ManagementPricing ProposalsInvoice ManagementMathematical AptitudeMargin CalculationForecastingDeal StructuringCustomer Order Verification
Soft skills
Creative Problem SolvingEffective Team PlayerStrong Verbal CommunicationStrong Written CommunicationInterpersonal SkillsOrganizational SkillsTime ManagementAdaptabilityMultitaskingWork Ethic
Certifications
Bachelor’s Degree