Talent.com
Client Operations Specialist
Client Operations SpecialistAHEAD • Seattle, WA, US
Client Operations Specialist

Client Operations Specialist

AHEAD • Seattle, WA, US
19 hours ago
Job type
  • Full-time
Job description

Job Description

Job Description

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.

Client Operations Specialist

The Client Operations Specialist is responsible for assisting assigned Client Directors in protecting and increasing the Gross Profit Margin (GPM) and customer satisfaction through a heightened level of client service and daily attention. Develops and maintains strong pre and post-sales contact with assigned company Accounts in order to facilitate positive and productive long-term relationships.

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
  • 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.
  • 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.

    Create a job alert for this search

    Client Specialist • Seattle, WA, US

    Related jobs
    Operations Specialist

    Operations Specialist

    VirtualVocations • Renton, Washington, United States
    Full-time
    A company is looking for an Operations Specialist to ensure smooth operations by processing various documents remotely.Key Responsibilities Process inbound and outbound documentation including po...Show more
    Last updated: 30+ days ago • Promoted
    ETF Operations Specialist

    ETF Operations Specialist

    U.S. Bank • Seattle, WA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
    Last updated: 1 day ago • Promoted
    Business Ops Specialist 4

    Business Ops Specialist 4

    eTeam • Everett, WA, US
    Full-time
    Location : Everett, WA Duration : 12 Months Assists in the development and integration of programs, plans, strategies and processes to meet business goals for authorization, such as sourcing strategy...Show more
    Last updated: 30+ days ago • Promoted
    Client Service Specialist - Float

    Client Service Specialist - Float

    Umpqua Bank • Bellevue, WA, US
    Full-time
    Client Service Specialist (Teller).At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedicated t...Show more
    Last updated: 10 days ago • Promoted
    Client Service Specialist I

    Client Service Specialist I

    CI Financial Corp. • Seattle, WA, US
    Full-time
    At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca...Show more
    Last updated: 30+ days ago
    Marketing Operations Specialist

    Marketing Operations Specialist

    VirtualVocations • Renton, Washington, United States
    Full-time
    A company is looking for a Marketing Operations Specialist who will bridge technical execution and strategic marketing vision. Key Responsibilities : Serve as a daily power user of Salesforce Marke...Show more
    Last updated: 30+ days ago • Promoted
    Treasury Management Operations Specialist - Seattle, WA

    Treasury Management Operations Specialist - Seattle, WA

    BankTalent HQ • Seattle, WA, United States
    Full-time
    At the Commerce Bank of Washington, a division of Zions Bancorporation, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as...Show more
    Last updated: 20 days ago • Promoted
    Contract Operations Specialist

    Contract Operations Specialist

    VirtualVocations • Tacoma, Washington, United States
    Full-time
    A company is looking for a Contract Operations Specialist.Key Responsibilities Manage intake and assist with projects related to contract operations Communicate with Care Delivery Organizations ...Show more
    Last updated: 3 days ago • Promoted
    Client Operations Manager

    Client Operations Manager

    Hughes Marino • Seattle, WA, USA
    Full-time
    Quick Apply
    Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate stra...Show more
    Last updated: 30+ days ago
    Client Services Specialist

    Client Services Specialist

    KP LLC • Renton, WA, US
    Full-time
    We have stood the test of time for over 90 years by combining our traditional services with the latest online technology. We continue to build on this foundation, growing our team with the same core...Show more
    Last updated: 30+ days ago • Promoted
    Philanthropy Operations Specialist

    Philanthropy Operations Specialist

    VirtualVocations • Kent, Washington, United States
    Full-time
    A company is looking for a Philanthropy Operations Specialist to manage projects, align communications, and improve team processes and tools. Key Responsibilities Conduct project planning, coordin...Show more
    Last updated: 20 hours ago • Promoted • New!
    Senior Client Services Operations Manager

    Senior Client Services Operations Manager

    Brighton Jones • Seattle, WA, US
    Full-time
    Senior Client Services Operations Manager.At Brighton Jones, we're not just looking for high performerswe're seeking outstanding collaborators who overachieve on curiosity and compassion.We offer t...Show more
    Last updated: 30+ days ago • Promoted
    Experienced Operations & Compliance Analyst

    Experienced Operations & Compliance Analyst

    BOEING • Everett, WA, US
    Permanent
    At Boeing, we innovate and collaborate to make the world a better place.We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with g...Show more
    Last updated: 3 hours ago • Promoted • New!
    Client Service Specialist

    Client Service Specialist

    Umpqua Bank • Seattle, WA, US
    Full-time
    Client Service Specialist (Teller) Job.At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedicat...Show more
    Last updated: 30+ days ago • Promoted
    Operations Specialist

    Operations Specialist

    Card Kingdom • Monroe, WA, US
    Full-time
    Job Title : Operations Specialist.Card Kingdom has served Magic : The Gathering players across the world for over 20 years. We are a trusted source for buying and selling Magic : The Gathering singles,...Show more
    Last updated: 30+ days ago • Promoted
    Operations Specialist

    Operations Specialist

    Avante • Seattle, WA, US
    Full-time
    Have you ever been crystal clear on the benefits your employer provides and how to actually use them when you need them most? Most people haven't. For employees, benefits are confusing and overw...Show more
    Last updated: 4 days ago • Promoted
    Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

    Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

    Morgan Stanley • Seattle, WA, US
    Full-time
    Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.We partner with advisors, institutions, and consultants to build portfolios focused on wh...Show more
    Last updated: 30+ days ago • Promoted
    Customer Operations Specialist

    Customer Operations Specialist

    VirtualVocations • Everett, Washington, United States
    Full-time
    A company is looking for a Customer Operations Specialist, Email.Key Responsibilities Ensure customer satisfaction by addressing inquiries and complaints with empathy and professionalism Provide...Show more
    Last updated: 30+ days ago • Promoted