Client Operations Specialist Sr

Client Operations Specialist Sr
 

Location:

1. This is a work from home opportunity. 

Now is the time to bring your expertise to a Client Operations Specialist Sr. role for a Fortune 500 Solutions Integrator where success and fulfillment go hand in hand. You will be at the forefront of helping businesses transform their cloud, data, AI, cybersecurity, and analytics to ensure they are future-ready.

 

As a Client Operations Specialist Sr. with Insight, you will connect with customers, partners, and internal stakeholders to solve problems in support of the organization’s sales requirements. We will count on you to prioritize and respond to incoming client requests, follow up in a timely manner and follow through to ensure orders are accurate, placed fulfilled and shipped. Along the way, you will prepare, manage and submit sales quotes accurately into the appropriate quote entry system

 

What to Expect

We’re legendary for taking care of our teammates. We want you to enjoy a full, meaningful life and stick around Insight for the long haul.

We offer all the benefits you expect—health, dental, vision, retirement, PTO—plus:

• Access to 11 thriving and diverse Teammate Resource Groups.
• Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year.

 

 

As a Client Operations Specialist Sr., you will get to:

• Connect with customers, partners and internal stakeholders to solve problems in support of the organization’s sales requirements.  This will require that you prioritize and respond to incoming client calls and emails, follow-up on all open client returns in a timely manner, follow through to ensure orders are accurate, placed, fulfilled and shipped and, all the while, keep the sales teams informed of happenings within accounts.
• Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.  Research technical information on product requests and ensure access to procurement.  

• Manage pricing (agreement manager, contract module) and work with vendors on special pricing.  Ensure special bid pricing is applied and correct cost is captured on every order before order is released.  You’ll also be the one to ensure of contract compliance, where necessary. 
• Assist in special projects for clients and our sales teams:  providing reporting, requesting and setting up new client sold-to’s, bill-to’s, and ship-to’s, assisting clients with Insight web accounts and providing ad hoc status updates Be AmbITious: This opportunity is not just about what you do today but also about where you can go tomorrow. As a Client Operations Specialist Sr., you are positioned for swift advancement within our organization through a structured career path. When you bring your hunger, heart, and harmony to Insight, your potential will be met with continuous opportunities to upskill, earn promotions, and elevate your career.

 

We are looking for a Client Operations Specialist Sr. with:

• [Bachelor's degree (B. A.) from four-year college or university; or one to five years related experience and/or training; or equivalent combination of education and experience.  
• Ability to effectively present information and respond to questions from groups of managers, clients, other teammates needed.  
• Strong communication (verbal and written), organization, problem solving and tim