Client Operations Specialist - Intelligent Operations

AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation.   At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD.    We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived.    We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD. The compensation range indicated in this posting reflects the On-Target Earnings (“OTE”) for this role, which includes a base salary and any applicable target bonus amount. This OTE range may vary based on the candidate’s relevant experience, qualifications, and geographic location.     Why AHEAD:   Through our daily work and internal groups like Moving Women AHEAD and RISE AHEAD, we value and benefit from diversity of people, ideas, experience, and everything in between.   We fuel growth by stacking our office with top-notch technologies in a multi-million-dollar lab, by encouraging cross department training and development, sponsoring certifications and credentials for continued learning.   USA Employment Benefits include:  - Medical, Dental, and Vision Insurance  - 401(k)  - Paid company holidays  - Paid time off  - Paid parental and caregiver leave  - Plus more! See benefits https://www.aheadbenefits.com/ for additional details.    Use of AI: We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, assessing responses, or to capture recordings and create transcriptions or summaries during interviews. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.   If you would like more information about how your data is processed, please refer to the Candidate Privacy Notice or contact us at privacy@ahead.com.    You may opt-out of the review or analysis of your application and resume by AI tools by using the General Application. Please include the role you wish to apply for in the Additional Information field. You may also choose to opt-out of recording and transcription at any time, including after joining an interview.  Candidates will not be penalized for choosing to opt-out.

Roles and Responsibilities

Manage transaction lifecycle from quote to cash – identify account requests and coordinate/manage internal support team resources to ensure customer satisfaction

Review, manage, and maintain pipeline and forecast with assigned Client Directors. Schedule regular/reoccurring meetings to review opportunities that need to be added and/or updated in Salesforce.com

Work independently with assigned customers to address questions/issues and provide timely solutions; engage with internal/external support team on resolution

Assist in structuring deals with Client Directors. Prepare customer pricing and proposals for assigned accounts using the parameters set by assigned Client Directors per account

Work with assigned Client Directors to develop and maintain vendor relationships in order to gain improved communication, increased discounts, and fast turnaround on registration/special pricing requests

Accept all customer orders; verify bookable documents are complete and accurate prior to booking

Coordinate monthly meetings with accounts receivable to review invoice aging reports and past due invoices for assigned accounts

Develop and maintain Client Profiles for assigned accounts. Maintain records pertaining to past quotes in order to strategically provide current quotes and proposals.

Provide ‘value-add’ services to assigned accounts as requested) SLA, PPT, presentations, order history, etc.) while having a clear understanding of the client’s internal structure and process

Qualifications

Bachelor’s degree is required

2-3 years of Sales Support preferred, in the Technology industry is preferred

Open to various backgrounds

Ability to understand/analyze client needs and link them to company offerings

Independent self-starter, effective team player with creative problem solving skills to help the organization achieve its earnings objectives

History of working in a high volume, fast-paced sales environment required

Strong verbal and written communication skills; ability to articulate needs

Ability to instantly build rapport

Strong interpersonal skills to effectively interact with all levels of internal and external clients

Organizational skills

Time management ability

Adaptable/Ability to react to situations

Ability to work independently on projects with minimal supervision

Work effectively and efficiently under pressure

Understands general business principles

Strong mathematical aptitude and the ability to work with and easily calculate margin percentages using cost+, list-, and flat GPM% models

Experience with Salesforce or other CRM preferred

Outstanding multitasking skills

Desire to learn and understand the business process from beginning to end

Strong work ethic with respect for work/life balance and positive work environment

Good people skills and strong backbone to stand firm in sales-centric environment

Positive can do attitude