Job Closed
This listing is no longer active.
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
Location
United States
Posted
108 days ago
Salary
0
No structured requirement data.
Job Description
Senior Client Operations Specialist
Insight
As a 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. 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. Ensure contract compliance, where necessary. Assist in special projects for clients and our sales teams. Provide 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.
Job Requirements
- 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 multi-task effectively.
Benefits
- Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year.
Related Guides
Related Categories
Related Job Pages
More Customer Support Jobs
Planning Coordinator
Traveling with MchailaApplicants must be citizens of the United States, United Kingdom, Australia, Spain, Mexico, or LATAM regions.
We are looking for a Remote Planning Coordinator to support clients with researching destinations, coordinating travel details, and managing reservations from start to finish. This fully remote position focuses on delivering exceptional client service while organizing itineraries, handling bookings, and ensuring a seamless planning experience. Assist clients with planning and coordination based on their needs Research options and provide recommendations Manage scheduling, confirmations, and client communications Deliver exceptional customer support throughout the process
We are seeking a bilingual Leasing Consultant to support scattered-site multifamily portfolios in Chicago and South Florida. This fully remote role is ideal for a highly organized and personable professional who can manage inbound leasing activity, coordinate closely with onsite teams, and ensure a seamless experience for prospects and residents. Answer inbound leasing calls during business hours Respond to leads and inquiries in AppFolio CRM promptly and professionally Schedule property tours with onsite team members Provide accurate information regarding availability, pricing, and policies Send renewal offers and process lease renewals Maintain organized and up-to-date records within AppFolio Support lease compliance and documentation accuracy Communicate consistently with onsite teams to ensure follow-through
Family Benefits Advisor
AO Globe LifeAO Globe Life has supported working families for over 70 years, partnering with unions, credit unions, and veteran organizations nationwide. The company operates fully remotely and focuses on service, leadership development, and long-term career growth.
AO Globe Life is actively hiring Remote Client Support Specialists to assist families and individuals nationwide in accessing essential supplemental benefit programs. This fully remote role is designed for service-driven professionals who value meaningful conversations, long-term relationships, and professional growth. Whether you’re beginning your career or seeking a new direction, this opportunity allows you to make a measurable impact while building sustainable income and leadership potential. This is not a cold-calling position. All consultations are pre-scheduled with clients who have requested information. Conduct scheduled virtual consultations to understand each client’s needs Clearly explain available benefit options and guide clients through enrollment Maintain organized digital records and ensure timely follow-up Provide ongoing support to create a positive and seamless client experience Participate in continuous training, mentorship, and team collaboration
Customer Support Specialist
Higher LogicSome people connect businesses to people. Others connect people to people. We do both. #AllTogether
The Customer Support Specialist’s primary responsibility is to help our customers successfully use Higher Logic’s software solutions. This role provides outstanding technical support and customer service through multiple support channels (phone, case, chat, etc.) to customers ranging from small businesses to large enterprises. As a customer facing role, the Customer Support Specialist must possess strong service and communication skills and is an expert troubleshooter with a passion for helping customers. This position will assist Australia based customers. The work hours will be between 11AM-7:30PM PT (2PM-10:30PM ET). Resolve customer technical issues effectively and efficiently through multiple support channels Communicate with customers professionally and consistently on issue status and resolution Document customer interactions using our support ticketing system to capture issue type, status, relevant customer notes and resolution Continually develop and hone customer service & troubleshooting skills and Higher Logic product knowledge Build and foster positive working relationships across the team and company As required and as per internal SLAs, escalate customer tickets to other teams needed to resolve customer issues (within CX, Product, Engineering, Sales and Finance) As needed, coordinate phone calls or virtual sessions with customers to troubleshoot effectively Meet or exceed performance metrics around productivity, quality of work and overall customer experience as agreed upon with manager Conduct all business in accordance with Higher Logic policies and procedures All other duties as assigned

