Client Operations Associate

1. Quote & Deal Support

• Build quotes based on sales requests

• Register deals with manufacturers

• Work with vendors/distributors to get pricing

• Help structure deals to meet pricing and margin targets

2. Order Processing

• Review and validate orders before submission

• Ensure all required information is complete and accurate

• Submit orders to procurement and track progress

3. Coordination Across Teams

• Work with Sales (Client Directors), distributors, manufacturers, presales engineers, procurement, and logistics

• Help move deals from request → quote → order → delivery

• Support multiple Client Directors based on team priorities and workload (not assigned to just one individual)

• Communicate regularly with teammates to understand workload and offer help when capacity allows

• Proactively assist others when available, and seek help when workload is high

• Work as a team to ensure all requests are completed on time, regardless of who receives them

4. Issue Resolution

• Help resolve delays with pricing, orders, or shipments

• Follow up with internal teams or partners as needed

• Escalate issues when something is blocked

5. Basic Data & Tracking

• Keep Salesforce opportunities updated

• Track deal status and key dates

• Ensure requests meet intake requirements

Role Scope & Expectations

• Primarily supports internal teams, with potential for limited client interaction

• Focused on execution, not deep technical design

• Expected to develop a strong understanding of the products and solutions being quoted

Success in this role looks like:

• Fast, accurate quote turnaround

• Clean and complete order submissions

• Fewer delays or errors in processing

• Strong coordination across teams

• Success in this role is measured by team efficiency, not individual efficiency.

How this supports Mid-Market

• Enables higher volume handling without impacting turnaround times

• Allows the team to stay focused on sales activity while maintaining operational quality

• Experience with Salesforce or similar CRM tools

• Experience with IT quoting, IT procurement, re-selling, VAR environments, or distributors (e.g., Ingram Micro, TD SYNNEX)

• Strong communication skills across teams and partners

• Team-first mindset with a focus on overall success, not individual ownership

• Proactive attitude — consistently asking “How can I help?”

• Comfortable asking questions and seeking clarity when needed

• Willingness to step in and support teammates when capacity allows

Working Hours Expectation

• Resources should align to East Coast business hours to support the team effectively

• Target coverage is approximately 8:00 AM – 5:00 PM Eastern, with a 1-hour lunch

• Some flexibility on exact start/end times is fine, as long as there is strong overlap with East Coast working hours

• Bachelor’s degree preferred, or equivalent relevant experience

• Associate- 3+yrs | Specialist-7+yrs of experience in Sales Support, Customer Operations, or a related role

• Experience in the technology industry (OEM hardware, software, SaaS, or subscription-based models preferred)

Knowledge, Skills, Abilities

• Proven ability to work in a high‑volume, fast‑paced renewal or sales environment

• Strong written and verbal communication skills with the ability to clearly articulate pricing, terms, and next steps

• Excellent organizational, time management, and multitasking skills

• Strong analytical and mathematical aptitude, including the ability to calculate margins using cost‑plus, list‑based, and flat GPM% models

• Ability to work independently while collaborating effectively with cross‑functional teams

• Experience using Salesforce or similar CRM systems (required)

• Moderate proficiency in Excel

• Detail‑oriented with a strong focus on accuracy and follow‑through

• Customer‑focused mindset with the ability to maintain professionalism in sales‑centric environments

• Strong work ethics and commitment to a positive, balanced work environment