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Optiv · 3 days ago
Client Operations Specialist - Enterprise
Kansas City, Missouri
Full-time
Remote
Mid Level
2+ years exp
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Responsibilities
Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using [SalesForce.com](http://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 a liaison between Client Manager and operations/services organization.
Perform other duties as assigned.
Qualification
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Required
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.
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.
Strong written and verbal communication skills are a must.
Ability to clearly communicate via telephone, e-mail and written document.
Ability to calculate figures and amounts such as discounts, margins, percentages
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
Preferred
2 years of experience in technical or information technologies industry preferred.
Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred.
Benefits
Work/life balance
Professional training resources
Volunteer Opportunities
Company
Optiv
Optiv is a cyber security solutions provider in North America that help clients plan, build and run successful cyber security programs.
1,001-5,000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CVC Capital PartnersSverica Capital
2023-05-31Debt Financing· Undisclosed
2017-01-01Series Unknown· Undisclosed
2016-12-05Acquired· by Kohlberg Kravis Roberts ($1.9B)
Leadership Team
Nate Brady
Chief Financial Officer
Julie Talbot-Hubbard
Senior Vice President, Cyber Protection and Identity
Recent News
CRN Magazine
2024-05-23
Company data provided by crunchbase
