At Optiv, we’re on a mission to help our clients make their businesses more secure. We’re one of the fastest growing companies in a truly essential industry.

In your role at Optiv, you’ll be inspired by a team of the brightest business and technical minds in cyber security. We are passionate champions for our clients, and know from experience that the best solutions for our clients’ needs come from working hard together. As part of our team, your voice matters, and you will do important work that has impact, on people, businesses and nations. Our industry and our company move fast, and you can be sure that you will always have room to learn and grow. We’re proud of our team and the important work we do to build confidence for a more connected world.

POSITION SUMMARY

The Client Operations Specialist is a sales support role assisting field Client Managers with the development and closing of new business.  Specialists complete the supporting functions related to outside sales such as generating price quotes, processing orders, assisting with client inquiries, problem solving and issue resolution.  This individual may also interact directly with clients to provide pricing quotations and accept POs in the absence of the account manager.  This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast- paced support atmosphere. The Client Operations Specialist supports the Account Manager gross margin objectives by allowing the Client Manager more time to be in the field with face to face meetings and by recommending the best pricing strategy within their client base.

PRIMARY DUTIES AND RESPONSIBILITIES

• Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system).
• Provide outstanding and enthusiastic client service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients.
• Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with the Deal Registration Desk.
• Provide system reporting or analytics to the Client Manager, operations, and management upon request.
• Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services.
• Develop and retain product and industry knowledge to be used to identify expertise. Commitment to developing knowledge and experience.
• Provide historical pricing analysis to Client Manager upon request.
• Act as liaison between Client Manager and operations/services organization.
• Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES

The Client Operations Specialist position has no direct reports.

Education and Experience

• 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.

Other Skills

• Ability to build relationships and trust with internal and external partners/clients. 
• Ability to prioritize tasks to align with particular deadlines
• Superior organizational skills, independent judgment and functional arithmetic skills.

Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to clients, clients and other employees of the organization. Strong written and verbal communication skills are a must.  Ability to clearly communicate via telephone, e-mail and written document.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, margins, percentages

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.  Ability to interpret a variety of instructions furnished in written, oral or from a sales quote

Physical Demands and Work Environment

Regular office environment with exposure to moderate noise.

Ability to sit for extended periods of time, ability to input data into computer utilizing hands to finger to tab to different fields to input data. 

Ability to answer telephone and talk and hear other party.

Ability to view computer screen, Close vision (clear vision at 20 inches or less)

Ability to travel to client sites for QBR, either in region or via plane when required.

Why you’ll love it here:

If you are seeking a culture that supports growth, fosters success and moves the industry forward, find your place at Optiv! Optiv’s mission is to deliver comprehensive, integrated cybersecurity programs to optimize customer security programs to be more effective, efficient, manageable and measurable. Our aim is to become the world’s largest cybersecurity solutions integrator by leveraging our expertise in security technology, market-leading services, and innovative approaches. We have served more than 12,000 clients of various sizes across multiple industries, we offer an extensive geographic footprint, and have premium partnerships with more than 350 of the leading security product manufacturers. Optiv is a privately-held company backed by KKR, a leading global private equity firm.

With Optiv you can expect:

• An entrepreneurial and collaborative environment
• A competitive total rewards program
• Professional training opportunities
• Engaging and fun culture
• Opportunity to work with industry leading, talented peers

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