Offer summary

Qualifications:

Associates Degree or equivalent experience preferred., 2+ years in Business-to-Business Sales/Client Services required., Intermediate proficiency in Microsoft Office, especially Outlook, Word, and Excel., Experience with CRM software, preferably Salesforce.com, is required..

Key responsabilities:

Manage and develop a team of approximately 10 Client Operations Specialists.

Set and monitor quarterly goals for team members and provide performance coaching.

Troubleshoot complex quote/order scenarios and act as an escalation path for the regional director.

Develop advanced reporting and maintain training/reference documentation for the team.

Job description

This position can be hired remotely anywhere in the U.S.

The Client Operations Specialist – Manager is responsible for coaching, managing, and developing a team of approximately 10 Client Operations Specialists, whose central focus is supporting a field sales organization with quoting, strategic pricing, order placement, client service and issue resolution. The Client Operations team supports area gross margin objectives by giving account managers more time to sell and ensures a smooth buying process for clients.

How you'll make an impact

Organize, direct and motivate Client Operations Specialist (COS) team members to align with strategic objectives

Set quarterly goals/objectives for each COS team member

Monitor COS team member progress towards goals/objectives

Actively work with sales and operations on process improvement initiatives

Drives the development and training of new COS team members and provides ongoing performance coaching to existing COS team members

Troubleshoot advanced problems, provide guidance for complex quote/order scenarios

Act as escalation path for regional director

Load balance volume between COS team members

Develop and execute advanced reporting, possibilities include quote/order accuracy rate of COS team, SLA attainment, transactional volume, deal registration analysis

Create and maintain COS training/reference documentation

Maintain COS team data on company intranet

Conduct annual performance review of each team member and informal quarterly performance reviews.

Build process workflows to scale team as sales force grows

Manage month/quarter end activities as necessary

As new opportunities arise within the organization, additional responsibilities will be assumed.
The Client Operations Specialist – Manager Position has approximately 8-10 direct reports.

What we're looking for

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.

2 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.

2 years of experience in technical or information technologies industry preferred.

Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred.

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 particular deadlines

Ability to lead and motivate direct reports, often remote.

Superior organizational skills, independent judgment and functional arithmetic skills.

What you can expect from Optiv

A company committed to championing Diversity, Equality, and Inclusion 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)

EEO Statement

Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.

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