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.

How you'll make an impact

• 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.

What we're looking for

• 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 solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. 

• Ability to interpret a variety of instructions furnished in written, oral or from a sales quote

What you can expect from Optiv

• 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)

EEO Statement

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.

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