Client Operations Specialist

Ahead - Austin, TX

Full-time - Entry Level

Austin, TX

Textile Product Mills

About the position

AHEAD builds platforms for digital business by integrating advances in cloud infrastructure, automation, analytics, and software delivery. The Client Operations Specialist plays a crucial role in assisting assigned Client Directors to protect and enhance the Gross Profit Margin (GPM) while ensuring high levels of customer satisfaction through dedicated client service. This position involves developing and maintaining strong pre and post-sales relationships with assigned company accounts, facilitating positive and productive long-term interactions. The specialist will manage the transaction lifecycle from quote to cash, ensuring that all account requests are addressed and internal support resources are coordinated effectively to meet customer needs. In this role, the Client Operations Specialist will review and manage the sales pipeline and forecast in collaboration with Client Directors, scheduling regular meetings to discuss opportunities and updates in Salesforce.com. The specialist will work independently with assigned customers to resolve questions and issues, providing timely solutions while engaging with internal and external support teams as necessary. Additionally, the role involves assisting in structuring deals, preparing customer pricing and proposals, and maintaining vendor relationships to enhance communication and secure better pricing. The Client Operations Specialist will also be responsible for accepting customer orders, verifying the accuracy of booking documents, and coordinating monthly meetings with accounts receivable to review invoice aging reports. Developing and maintaining Client Profiles and records of past quotes will be essential for providing strategic current quotes and proposals. The specialist will also provide value-added services as requested, ensuring a comprehensive understanding of the client's internal structure and processes.

Responsibilities

• Manage transaction lifecycle from quote to cash, identifying account requests and coordinating internal support resources to ensure customer satisfaction.
• Review, manage, and maintain pipeline and forecast with assigned Client Directors.
• Schedule regular meetings to review opportunities that need to be added or updated in Salesforce.com.
• Work independently with assigned customers to address questions and provide timely solutions, engaging with internal/external support teams as needed.
• Assist in structuring deals with Client Directors and prepare customer pricing and proposals based on established parameters.
• Develop and maintain vendor relationships to improve communication, discounts, and turnaround on pricing requests.
• Accept customer orders and verify that booking documents are complete and accurate before 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 and maintain records of past quotes for strategic quoting.
• Provide value-added services to assigned accounts as requested, including SLA, PPT, presentations, and order history.

Requirements

• Bachelor's degree is required.
• 2-3 years of Sales Support experience preferred, particularly in the Technology industry.
• Ability to understand and analyze client needs and link them to company offerings.
• Independent self-starter with effective team player skills and creative problem-solving abilities.
• Experience in a high-volume, fast-paced sales environment is required.
• Strong verbal and written communication skills with the ability to articulate needs clearly.
• Ability to build rapport quickly and effectively with clients.
• Strong interpersonal skills to interact with all levels of internal and external clients.
• Excellent organizational and time management skills.
• Adaptability and ability to react to various situations effectively.
• Ability to work independently on projects with minimal supervision.
• Strong understanding of general business principles and strong mathematical aptitude.
• Experience with Salesforce or other CRM systems is preferred.
• Outstanding multitasking skills and a desire to learn the business process comprehensively.
• Strong work ethic with respect for work/life balance and a positive work environment.

Nice-to-haves

• Experience in the Technology industry is preferred.
• Open to various backgrounds and experiences.

Benefits

• Paid parental leave
• Caregiver leave
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance