Client Business Specialist - Field Team jobs in United States
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BlueAlly · 6 hours ago

Client Business Specialist - Field Team

BlueAlly is a company that supports sales execution for multiple Outside Sellers and customers. The Client Business Specialist, Field is responsible for managing sales transactions from quote to cash while ensuring a customer-first mindset and supporting Outside Sellers in a collaborative environment.

Cyber SecurityInformation TechnologyProfessional Services
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Work & Life Balance

Responsibilities

Strategically partner with Solution Architects, Sales Representatives, and internal stakeholders to design and quote IT solutions aligned to client needs
Manage the full sales order lifecycle from quote to cash, including:
Navigating complex deal registration and ordering processes across OEMs and distributors
Quote creation, purchase order management, returns, delivery coordination, and pipeline forecasting verification
Exercise discretion in determining optimal pricing and vendor options based on manufacturer promotions; collaborate closely with Sales Reps on pricing strategy
Track and monitor product and software warranty expirations and renewals
Manage cloud licensing by reviewing usage reports and invoices for accurate processing
Support reporting, special projects, and ad hoc requests from Sales Reps and management
Build and maintain strong internal and external relationships across cross-functional teams
Develop a working understanding of client preferences and vendor requirements to ensure seamless customer experience
Route and assist with quoting requests for Professional Services and Managed Services
Support services order setup and billing requirements

Qualification

Sales OperationsCustomer Relationship ManagementProject ManagementMicrosoft OfficeSupply Chain ExperienceCommunication SkillsOrganizational SkillsSelf-motivatedAttention to Detail

Required

Strong organizational skills with exceptional attention to detail
Self-motivated with a strong work ethic and the ability to work independently or as part of a team
Ability to pivot and reprioritize tasks throughout the day based on evolving business needs
Desire to learn and grow knowledge of IT products and services
Advanced proficiency in Microsoft Office applications, particularly Outlook and Excel
Excellent communication and customer relationship skills

Preferred

Some college coursework and/or business courses preferred
Experience in supply chain or sales operations strongly preferred
Prior experience at a technology company is a significant plus

Company

BlueAlly

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BlueAlly has been serving as a prime source of IT Services for customers both large and small. It is a sub-organization of SecureWirelessWorks.com.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2020-09-30Acquired

Leadership Team

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George Barkley
CEO
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Jonathan Berger
SVP Digital Strategy
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Company data provided by crunchbase