Client Operations Specialist

Thinkahead Consultant Psychologist Pty Ltd

Client Operations Specialist at AHEAD managing sales support and client relationships to improve customer satisfaction and gross profit margins.

Posted 6/2/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $100,000 per yearWebsite

Tech Stack

Tools & technologies

ReactSFDC

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

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