Insight logo
Insight

Now is the time to bring your expertise to Insight. We are not just a tech company; we are a people-first company. We believe that by unlocking the power of people and technology, we can accelerate transformation and achieve extraordinary results. Fortune 500 Solutions Integrator with deep expertise in cloud, data, AI, cybersecurity, and intelligent edge. Guiding organizations through complex digital decisions.

Senior Client Operations Specialist

OperationsOperationsFull TimeRemoteSeniorTeam 10,001

Location

United States

Posted

22 days ago

Salary

$42K - $45K / year

Seniority

Senior

No structured requirement data.

Job Description

Senior Client Operations Specialist

Insight

Role Description As a Senior Client Operations Specialist, you’ll be responsible for providing customer service and managing the sales processes for an assigned team of Account Executives. Your role is to assist with quoting, ordering, account management, mailbox and call management, part requests, report generation and order fulfillment. You’ll become our AEs go-to for pre-sales support functions, including pre-qualification of accounts, product pricing, research, configuration and product information. - Connect with customers, partners and internal stakeholders to solve problems in support of the organization’s sales requirements. - Prioritize and respond to incoming client calls and emails. - Follow-up on all open client returns in a timely manner. - Ensure orders are accurate, placed, fulfilled and shipped while keeping 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. - Ensure 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. - Assist clients with Insight web accounts and provide ad hoc status updates. This opportunity is not just about what you do today but also about where you can go tomorrow. 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. Qualifications - 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 time management skills. - Able to build relationships and quickly develop trust with clients, as well as internal personnel. - Must be able to adhere to tight service level agreements (SLAs) and be able to multitask effectively. Benefits - Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year. - Access to 11 thriving and diverse Teammate Resource Groups. - Core values of Hunger, Heart, and Harmony, which guide everything we do. Company Description Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law. When you apply, please tell us the pronouns you use and any reasonable adjustments you may need during the interview process. At Insight, we celebrate diversity of skills and experience so even if you don’t feel like your skills are a perfect match - we still want to hear from you! Insight does not accept unsolicited resumes from recruiters or employment agencies. Unsolicited resumes will be treated as direct applications from the candidate, and recruiters or agencies who submit candidates for this position without a prior, written vendor agreement will not be eligible for any form of compensation, even if the candidate is hired.

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