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.

Who we are looking for:

Client Operations Specialist (COS) is a sales support role assisting Client Managers with the development and closing of new business. COS 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 facilitate the sales cycle in the absence of the Client Manager. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast-paced support atmosphere. The COS supports the Client 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.

How you’ll make an impact:

•  Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system).
• 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.
• Make strategic and competitive pricing recommendations utilizing various pricing tools in order to maximize Optiv’s profit margins.
• Prepare and submit accurate orders for purchasing.
• Select probability for forecasting based on Client Manager direction. Provide ongoing forecasting assistance as needed.
• Provide system reporting to the Client Manager, operations, and management upon request.
• Act as liaison between Client Manager and Optiv internal business units
• As needed and upon request, participate in client meetings, including but not limited to: Quarterly Business Reviews (QBR), planning, & touch-point meetings.
• Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents
• 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.
• Participate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activities.
• Collaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core values
• Proactively follow-up with clients/manufacturers/distributors/Client Managers/other to ensure the sales cycle and the client needs are met
• Develop and maintain product and industry knowledge
• Maintain account health through data integrity, credit standing etc.
• Build a professional relationship with assigned Client Manager so as to reflect Optiv's Core Values
• Leverage client facing tools to enable enhanced self-service capabilities for clients. 
• Actively volunteer to complete tasks on behalf of peers that are out of the office.
• Perform other duties as assigned

Qualifications

• 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.
• 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.
• Two years of experience in technical or information technologies industry preferred.
• Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred.
• 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
• Ability to travel (up to 10%) to client sites, QBR, annual Sales Kick-Off, and any other required or mandatory training events/meetings, and via air travel when necessary

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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