Job Description

Client Operations Specialist (inside sales) is a sales support role assisting field Account Managers with the development and closing of new business. 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 COS supports the Account Manager gross margin objectives by allowing the Account Manager more time to be in the field with face to face meetings and by recommending the best pricing strategy within their client base.  

PRIMARY DUTIES AND RESPONSIBILITIES

• Support assigned Account 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 Account 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 Account Manager upon request.
• Act as liaison between Account Manager and operations/services organization.
• Perform other duties as assigned.

Qualifications

• 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

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Additional Information

Why you'll love it here:

If you are seeking a culture that supports growth, fosters success and moves the industry forward, find your place at Optiv! As a market-leading provider of cyber security solutions, Optiv has the most comprehensive ecosystem of security products and partners to deliver unparalleled services. Our rich and successful history with our clients is based on trust, serving more than 12,000 clients of varying sizes and industries, including commercial, government and education. We have the proven expertise to plan, build, and run successful security programs across Risk Management, Cyber Digital Transformation, Threat Management, Security Operations ? Managed Services and Identity and Data Management. Optiv remains committed to championing Diversity, Equality and Inclusion within our organization and throughout the industry.

With Optiv you can expect:

• Work/life balance. We offer "Recharge", a flexible, time-off program that encourages eligible employees to take the time they need to recharge

• Professional training resources, including tuition reimbursement

• 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 remote/from home (where applicable).

Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, status as an individual with a disability, veteran status, or any other basis protected by federal, state, or local law.