Job Closed
This listing is no longer active.
Secure greatness™
Client Operations Specialist – Renewals
Location
Kansas
Posted
70 days ago
Salary
0
Seniority
Mid Level
Job Description
Client Operations Specialist – Renewals
Optiv
• Support assigned Client Managers / Client Directors by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com. • Provide excellent client service and communication via available tools and resources. • Respond quickly and accurately to requests from internal business functions as well as outside clients and partners. • Coordinate & advise Client Manager, Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, technology refreshes (EOL/EOS), co-term contracts in combination with various partner technologies • Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv’s profit margins. • Coordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing margins. • Select probability for forecasting based on Client Manager/Client Director direction. • Provide ongoing forecasting assistance as needed. • Manage maintenance contract and asset tracking for clients. • Prepare and submit accurate orders for purchasing. • Provide system reporting to the Client Manager/Client Director, operations, and management upon request. • Act as liaison between Client Manager/Client Director and Optiv internal business units • As needed and upon request, participate in client meetings, including but not limited to: Quarterly Business Reviews (QBR), planning, & touch-point meetings. • Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents • Collaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core values • Build a professional relationship with assigned Client Manager / Client Director so as to reflect Optiv's Core Values • Proactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors other to ensure the sales cycle and the client needs are met • Participate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activities. • Develop and maintain product and industry knowledge • Maintain account health through data integrity, credit standing etc. • Actively volunteer to complete tasks on behalf of peers that are out of the office. • Leverage client facing tools to enable enhanced self-service capabilities for clients. • Perform other duties as assigned.
Job Requirements
- 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.
- Two or more years of experience in Business-to-Business Sales/Client Services role required.
- Prior experience with managing renewal contracts preferred.
- Intermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel.
- Internet navigation required.
- Two years of experience in technical or information technologies industry preferred.
- Prior experience in Client Relationship Management software (CRM) required.
- Salesforce.com experience preferred.
- Proven ability to prioritize multiple tasks in a fast-paced environment required.
- 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 deadlines
- Superior organizational skills, independent judgment and functional arithmetic skills
Benefits
- A company committed to our inclusive value through our Employee Resource Groups
- Work/life balance
- Professional training resources
- 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 remotely/from home (where applicable)
Related Guides
Related Categories
Related Job Pages
More Operations Jobs
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Prepares mortgage loan files according to bank, regulatory and investor guidelines by gathering the necessary documents and information within designated time frames. Communicates with customers, clients, staff, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain any additional documentation required to complete the loan file. Ensures compliance with bank, regulatory and investor requirements and quality customer service standards. Coordinates the closing and funding of assigned loan packages; calculates final closing costs and disburses funds. May package and ship loans to the secondary market as directed. Basic Qualifications - High school diploma or equivalent - Two to three years of relevant work experience, preferably in loan processing and closing activities Preferred Skills/Experience - Thorough knowledge of loan processing and closing policies and practices - Basic knowledge of credit policies and approval processes - Proficient skills in applying general accounting principles - Well-developed ability to manage multiple tasks/projects and deadlines simultaneously - Strong verbal and written communication skills Role is remote, but must sit in Illinois or Missouri. 8-5 schedule If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: - Healthcare (medical, dental, vision) - Basic term and optional term life insurance - Short-term and long-term disability - Pregnancy disability and parental leave - 401(k) and employer-funded retirement plan - Paid vacation (from two to five weeks depending on salary grade and tenure) - Up to 11 paid holiday opportunities - Adoption assistance - Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.39 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Prepares mortgage loan files according to bank, regulatory and investor guidelines by gathering the necessary documents and information within designated time frames. Communicates with customers, clients, staff, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain any additional documentation required to complete the loan file. Ensures compliance with bank, regulatory and investor requirements and quality customer service standards. Coordinates the closing and funding of assigned loan packages; calculates final closing costs and disburses funds. May package and ship loans to the secondary market as directed. Basic Qualifications - High school diploma or equivalent - Two to three years of relevant work experience, preferably in loan processing and closing activities Preferred Skills/Experience - Thorough knowledge of loan processing and closing policies and practices - Basic knowledge of credit policies and approval processes - Proficient skills in applying general accounting principles - Well-developed ability to manage multiple tasks/projects and deadlines simultaneously - Strong verbal and written communication skills This role is 100% Remote, and must sit In Illinois or Missouri Schedule is 8-5 If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: - Healthcare (medical, dental, vision) - Basic term and optional term life insurance - Short-term and long-term disability - Pregnancy disability and parental leave - 401(k) and employer-funded retirement plan - Paid vacation (from two to five weeks depending on salary grade and tenure) - Up to 11 paid holiday opportunities - Adoption assistance - Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.39 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
Patient Access Specialist II – Practice Operations
University of Maryland Faculty PhysiciansResearch - Teaching - Clinical Care - Community
• Responds to a high volume of appointment requests, including telephone calls, emails, work queues and other electronic messages • Completes scheduling from work queues to fulfill requests from internal and external/referring providers • Schedules patient appointments and reminds patients of necessary items to bring • Documents complete and clear messages and distributes messages regarding clinical questions and escalation messages promptly • Handles inquiries about insurances accepted, office hours, services, locations, exam fees, doctor information, etc.
Patient Access Specialist III – Practice Operations
University of Maryland Faculty PhysiciansResearch - Teaching - Clinical Care - Community
• Responds to a high volume of appointment requests • Schedules medical exams, procedures, and tests • Serves as escalation point for questions from Specialists I and II


