Client Operations Specialist - Intelligent Operations

Roles and Responsibilities:

• Manage transaction lifecycle from quote to cash – identify account requests and coordinate/manage internal support team resources to ensure customer satisfaction
• Review, manage, and maintain pipeline and forecast with assigned Client Directors. Schedule regular/reoccurring meetings to review opportunities that need to be added and/or updated in Salesforce.com
• Work independently with assigned customers to address questions/issues and provide timely solutions; engage with internal/external support team on resolution
• Assist in structuring deals with Client Directors. Prepare customer pricing and proposals for assigned accounts using the parameters set by assigned Client Directors per account
• Work with assigned Client Directors to develop and maintain vendor relationships in order to gain improved communication, increased discounts, and fast turnaround on registration/special pricing requests
• Accept all customer orders; verify bookable documents are complete and accurate prior to booking
• Coordinate monthly meetings with accounts receivable to review invoice aging reports and past due invoices for assigned accounts
• Develop and maintain Client Profiles for assigned accounts. Maintain records pertaining to past quotes in order to strategically provide current quotes and proposals.
• Provide ‘value-add’ services to assigned accounts as requested) SLA, PPT, presentations, order history, etc.) while having a clear understanding of the client’s internal structure and process