Client Operations Specialist Sr

Insight•Chandler, AZ

51d•Hybrid

About The Position

As a Client Operations Specialist Sr, 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. Along the way, you will get to: 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. You’ll also be the one to 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, assisting clients with Insight web accounts and providing ad hoc status updates. Communicate with the sales team with the happenings within accounts Be AmbITious: 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.

Requirements

Bachelor's degree (B. A.) from four-year college or university; or two to six years related experience and/or training; or equivalent combination of education and experience.
Previous experience selling computer technology highly encouraged.
Strong knowledge of IT products and services needed.
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.

Responsibilities

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, assisting clients with Insight web accounts and providing ad hoc status updates.
Communicate with the sales team with the happenings within accounts