Client Operations Specialist - Enterprise | Remote, USA

The Client Operations Specialist is a sales support role assisting field Client Managers with the development and closing of new business in the West Coast pod. Specialists complete the supporting functions related to outside sales such as generating price quotes, processing orders, assisting with client inquiries, problem solving and issue resolution. This individual may also interact directly with clients to provide pricing quotations and accept POs in the absence of the account manager. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast- paced support atmosphere. The Client Operations Specialist supports the Account Manager gross margin objectives by allowing the Client Manager more time to be in the field with face to face meetings and by recommending the best pricing strategy within their client base.<br><br><strong>How You'll Make An Impact<br><br></strong><ul><li>Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system).</li><li>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.</li><li>Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with the Deal Registration Desk.</li><li>Provide system reporting or analytics to the Client Manager, operations, and management upon request.</li><li>Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services.</li><li>Develop and retain product and industry knowledge to be used to identify expertise. Commitment to developing knowledge and experience.</li><li>Provide historical pricing analysis to Client Manager upon request.</li><li>Act as liaison between Client Manager and operations/services organization.</li><li>Perform other duties as assigned.<br><br></li></ul><strong>What We're Looking For<br><br></strong><ul><li>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.</li><li>2 or more years of experience in Business-to-Business Sales/Client Services role required.</li><li>Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required.</li><li>2 years of experience in technical or information technologies industry preferred.</li><li>Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred.</li><li>Ability to work in a sales partnership setting, where workflow is determined by incoming requests required.</li><li>Ability to build relationships and trust with internal and external partners/clients. </li><li>Ability to prioritize tasks to align with particular deadlines</li><li>Superior organizational skills, independent judgment and functional arithmetic skills.</li><li>Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. </li><li>Ability to interpret a variety of instructions furnished in written, oral or from a sales quote<br><br></li></ul><strong>What You Can Expect From Optiv<br><br></strong><ul><li>A company committed to our inclusive value through our Employee Resource Groups</li><li>Work/life balance</li><li>Professional training resources</li><li>Creative problem-solving and the ability to tackle unique, complex projects</li><li>Volunteer Opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.</li><li>The ability and technology necessary to productively work remotely/from home (where applicable)<br><br></li></ul><strong>EEO Statement<br><br></strong>Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.<br><br>Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv’s selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.

Back to blog

Other Jobs To Apply

No other job posts for this day.

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...