Client Operations Specialist - Renewals | Remote, USA

Optiv • Tampa, FL

12d • Remote

About The Position

The Client Operations Specialist - Renewals (COS-R) is a sales support role assisting the Client Managers / Client Directors with management of their recurring renewal business. COS-R support the renewal and maintenance contracts business related to outside sales by proactively generating price quotes, processing orders, assisting with customer inquiries, problem-solving and issue resolution. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast-paced support atmosphere. The COS-R supports the Client Manager / Client Director gross margin objectives by allowing the Client Manager / Client Director more time to be in the field with face to face meetings, recommending the best pricing strategy, and assisting in the sale of a master renewal program within the client base.

Requirements

• Two or more years of experience in Business-to-Business Sales/Client Services role required.
• Intermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel.
• Internet navigation required.
• Prior experience in Client Relationship Management software (CRM) required.
• 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

Nice To Haves

• 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.
• Prior experience with managing renewal contracts preferred.
• Two years of experience in technical or information technologies industry preferred.
• Salesforce.com experience preferred.

Responsibilities

• Support Client Managers / Client Directors in the Great Lakes region 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.
• Provide information on maintenance contracts and asset tracking as requested.
• 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
• 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 Client Managers / Client Directors so as to reflect Optiv's Core Values
• Proactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors to support the renewals sales cycle
• 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.
• Perform other duties as assigned.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree