Insight

Now is the time to bring your expertise to Insight. We are not just a tech company; we are a people-first company. We believe that by unlocking the power of people and technology, we can accelerate transformation and achieve extraordinary results. Fortune 500 Solutions Integrator with deep expertise in cloud, data, AI, cybersecurity, and intelligent edge. Guiding organizations through complex digital decisions.

Senior Client Operations Specialist

Full TimeRemoteTeam 10,001

Location

United States

Posted

6 days ago

Salary

Not specified

No structured requirement data.

Job Description

As a Client Operations Specialist, you’ll be responsible for providing customer service and managing the sales processes for an assigned team of Account Executives. Your role is to assist with quoting, ordering, account management, mailbox and call management, part requests, report generation and order fulfillment. You’ll become our AEs go-to for pre-sales support functions, including pre-qualification of accounts, product pricing, research, configuration and product information. Connect with customers, partners and internal stakeholders to solve problems in support of the organization’s sales requirements. Prioritize and respond to incoming client calls and emails. Follow-up on all open client returns in a timely manner. Ensure orders are accurate, placed, fulfilled and shipped. Keep the sales teams informed of happenings within accounts. Prepare, manage and submit sales quotes accurately into the appropriate quote entry system. Research technical information on product requests and ensure access to procurement. Manage pricing (agreement manager, contract module) and work with vendors on special pricing. Ensure special bid pricing is applied and correct cost is captured on every order before order is released. Ensure contract compliance, where necessary. Assist in special projects for clients and our sales teams. Provide reporting, requesting and setting up new client sold-to’s, bill-to’s, and ship-to’s. Assist clients with Insight web accounts and provide ad hoc status updates.

Job Requirements

  • Bachelor's degree (B. A.) from four-year college or university; or one to five years related experience and/or training; or equivalent combination of education and experience.
  • Ability to effectively present information and respond to questions from groups of managers, clients, other teammates needed.
  • Strong communication (verbal and written), organization, problem solving and time management skills.
  • Able to build relationships and quickly develop trust with clients, as well as internal personnel.
  • Must be able to adhere to tight service level agreements (SLAs) and be able to multi-task effectively.

Benefits

  • Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year.

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