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Client Operations Specialist

5 days, 14 hours ago
United States
Full-time
Junior
Operations Specialist
Sales and Business Development
CRM Salesforce
Apply Now
AHEAD

AHEAD

AHEAD accelerates the impact of technology on clients by engineering customized data, developer, and infrastructure platforms that improve IT operations. By weaving together cloud infrastructure, intelligent operations, and modern applications, we help...

IT Services
1K-5K
$43M raised
View All Jobs 83

Description

  • Manage the transaction lifecycle from quote to cash, including coordinating internal support resources to meet customer needs.
  • Review, maintain, and update pipeline and forecast information with assigned Client Directors in Salesforce.
  • Work directly with customers to resolve questions and issues and coordinate solutions with internal and external support teams.
  • Assist Client Directors in structuring deals and preparing customer pricing and proposals for assigned accounts.
  • Develop and maintain vendor relationships to improve communication, discounts, and turnaround times for registration and special pricing requests.
  • Accept customer orders and verify that booking documents are complete and accurate before processing.
  • Coordinate monthly meetings with accounts receivable to review invoice aging reports and past-due invoices.
  • Maintain client profiles and historical quote records to support current quotes and proposals.
  • Provide value-add services to assigned accounts, such as SLAs, presentations, order history, and other requested materials.

Requirements

  • Bachelor’s degree is required.
  • 2-3 years of sales support experience preferred, ideally in the technology industry.
  • Experience working in a high-volume, fast-paced sales environment is required.
  • Open to candidates from various backgrounds.
  • Ability to understand and analyze client needs and connect them to company offerings.
  • Strong verbal and written communication skills.
  • Strong interpersonal skills to interact effectively with internal teams and external clients at all levels.
  • Strong organizational skills and time management ability.
  • Ability to work independently with minimal supervision and remain effective under pressure.
  • Strong mathematical aptitude, including the ability to calculate margin percentages using cost+, list-, and flat GPM% models.
  • Experience with Salesforce or another CRM is preferred.
  • Ability to multitask, adapt quickly, and react effectively to changing situations.
  • Strong work ethic, positive attitude, and comfort in a sales-centric environment.
  • Desire to learn and understand the business process from beginning to end.

Benefits

  • Competitive on-target earnings (OTE) that include base salary and any applicable target bonus.
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Paid company holidays.
  • Paid time off.
  • Paid parental and caregiver leave.
  • Cross-department training and development opportunities.
  • Sponsorship for certifications and credentials to support continued learning.

Interested in this position?

Apply directly on the company website

Apply Now

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