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Client Operations Specialist

1 hour, 7 minutes ago
United States
Full-time
Junior
Sales Operations
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 94

Description

  • Manage customer transactions from quote through cash and coordinate internal resources to resolve account requests.
  • Maintain account pipelines and forecasts with Client Directors, including updating opportunities in Salesforce.
  • Address customer questions and issues independently while coordinating internal and external resolution support.
  • Assist with deal structuring, customer pricing, and proposal preparation.
  • Develop vendor relationships to improve communication, discounts, and special pricing turnaround.
  • Accept customer orders and verify that documentation is complete and accurate before booking.
  • Coordinate monthly accounts receivable reviews of invoice aging and past-due balances.
  • Maintain client profiles, historical quotes, and account records to support future proposals.
  • Provide value-added account services such as SLAs, presentations, and order histories.

Requirements

  • Bachelor’s degree required.
  • 2–3 years of sales support experience preferred, ideally in the technology industry.
  • Experience working in a high-volume, fast-paced sales environment.
  • Ability to analyze client needs and connect them to company offerings.
  • Strong verbal, written, interpersonal, and rapport-building skills.
  • Independent self-starter who works effectively with teams and minimal supervision.
  • Strong organizational, time-management, multitasking, and problem-solving skills.
  • Ability to work under pressure and adapt quickly to changing situations.
  • Strong mathematical aptitude, including calculating margin percentages using cost-plus, list-minus, and flat GPM models.
  • Salesforce or other CRM experience preferred.
  • Understanding of general business principles and willingness to learn the full business process.

Benefits

  • Medical, dental, and vision insurance.
  • 401(k) plan.
  • Paid company holidays and paid time off.
  • Paid parental and caregiver leave.
  • Cross-department training and development opportunities.
  • Company-sponsored certifications and credentials.
  • Compensation structured as on-target earnings, including base salary and applicable target bonus.

Interested in this position?

Apply directly on the company website

Apply Now

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