Client Business Specialist - Field
About The Position
BlueAlly Technology Solutions is seeking an enthusiastic, motivated, outgoing individual committed to excellent client service for its Field Team. As part of the sales account team, the Client Business Specialist prepares quotes and maintains relationships with original equipment manufacturers (OEMs) and clients. The role owns a book of business on behalf of the sales team, follows the Deals Desk Review process for every transaction, maintains accurate system data on behalf of Sales Representatives, and develops processes and procedures suited to each client's needs. The specialist supports outside sellers across multiple clients as an end-to-end point of contact. The role works with Solution Architects, Account Managers, Sales Representatives, partners, and clients to manage sales and services operations, resolve data issues, and help the sales team operate effectively.
Requirements
- Detail-oriented and self-motivated, with the ability to reprioritize throughout the day.
- Advanced Microsoft Outlook and Excel skills.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Understanding of the VAR landscape and a desire to learn IT products and services.
- Takes ownership of the role and supports the sales team's business.
Nice To Haves
- Some college education preferred.
- More than five years of work experience supporting enterprise clients in an IT environment is a strong plus.
Responsibilities
- Partner with Solution Architects and Account Managers to deliver IT solutions for clients.
- Manage the end-to-end sales order process from quote to cash, including OEM deal registration, quote creation, multi-location logistics, pipeline management, and pricing strategy based on stock levels and promotions.
- Follow the Compliance Deals Desk Review process and adhere to compliance requirements.
- Maintain clean, accurate CRM/ERP data and develop processes and procedures tailored to each client's needs.
- Administer warranty expirations and renewals, and manage licenses, including usage reports and invoices.
- Resolve missing, incomplete, or inconsistent data through applied analytics.
- Participate in training and obtain certifications as needed.
- Work independently, collaborate to improve efficiency, and take ownership of getting tasks done.
- Route incoming Professional Services or Managed Services requests.
- Understand services order setup and billing needs.
- Prepare quotes and maintain relationships with OEMs and clients.
- Support outside sellers across multiple clients as an end-to-end point of contact.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
