Client Operations Specialist

Ahead - Minneapolis, MN

Full-time - Entry Level

Minneapolis, MN

Textile Product Mills

About the position

AHEAD builds platforms for digital business, focusing on cloud infrastructure, automation, analytics, and software delivery to help enterprises achieve digital transformation. The Client Operations Specialist plays a crucial role in this process by assisting assigned Client Directors in protecting and increasing the Gross Profit Margin (GPM) and enhancing customer satisfaction through exceptional client service. This position requires developing and maintaining strong pre and post-sales relationships with assigned company accounts to foster positive and productive long-term partnerships. The Client Operations Specialist is responsible for managing the transaction lifecycle from quote to cash, which includes identifying account requests and coordinating internal support team resources to ensure customer satisfaction. This role involves reviewing, managing, and maintaining the sales pipeline and forecast in collaboration with assigned Client Directors. Regular meetings are scheduled to review opportunities that need to be updated in Salesforce.com, ensuring that all client interactions are tracked and managed effectively. In addition to these responsibilities, the Client Operations Specialist will work independently with assigned customers to address questions and issues, providing timely solutions while engaging with internal and external support teams. The role also includes assisting in structuring deals, preparing customer pricing and proposals, and developing vendor relationships to improve communication and expedite requests. The Specialist will accept customer orders, verify documentation, coordinate with accounts receivable to review invoice aging reports, and maintain detailed Client Profiles for assigned accounts. This position requires a proactive approach to providing value-added services to clients, ensuring a thorough understanding of their internal structures and processes.

Responsibilities

• Manage transaction lifecycle from quote to cash, identifying account requests and coordinating internal support team 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 for assigned accounts.
• Develop and maintain vendor relationships to improve communication, increase discounts, and expedite registration/special pricing requests.
• Accept customer orders and verify that 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 and maintain records of past quotes to provide current quotes and proposals strategically.
• Provide value-added services to assigned accounts as requested, such as 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 working 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.
• Adaptable and able to react to various situations effectively.
• Ability to work independently on projects with minimal supervision and under pressure.
• Understanding of general business principles and strong mathematical aptitude for margin calculations.
• Experience with Salesforce or other CRM systems 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

• Open to various backgrounds and experiences.
• Desire to learn and understand the business process from beginning to end.

Benefits

• Medical, Dental, and Vision Insurance
• 401(k)
• Paid company holidays
• Paid time off
• Paid parental leave
• Paid caregiver leave
• Plus more!