PlanITROI
201 - 500 employees
Founded 2001
📦 Logistics
💼 Consulting
🏭 Manufacturing
Logistics • Consulting • Manufacturing
PlanITROI is a leading expert in IT Asset Disposition (ITAD), specializing in secure data erasure, device refurbishment, and environmental sustainability. Founded in 2001, the company is dedicated to closing the digital divide by transforming retired IT assets into affordable technology for those in need. PlanITROI emphasizes data security, adhering to rigorous standards, and promotes social impact through its programs while recovering maximum value for clients' retired devices through resale and reuse.
Senior Client Services Specialist
🔥 0 minutes ago
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PlanITROI
201 - 500 employees
Founded 2001
📦 Logistics
💼 Consulting
🏭 Manufacturing
Logistics • Consulting • Manufacturing
PlanITROI is a leading expert in IT Asset Disposition (ITAD), specializing in secure data erasure, device refurbishment, and environmental sustainability. Founded in 2001, the company is dedicated to closing the digital divide by transforming retired IT assets into affordable technology for those in need. PlanITROI emphasizes data security, adhering to rigorous standards, and promotes social impact through its programs while recovering maximum value for clients' retired devices through resale and reuse.
📋 Description
• Serve as the primary point of contact for client email communications across assigned accounts • Manage high-volume client inboxes and resolve inquiries and escalations • Guide new clients through onboarding, system access, documentation, and operational coordination • Demonstrate and train clients on the PlanITROI client portal • Coordinate equipment pickups with clients and the Logistics team • Track pickup requests and proactively escalate delays • Coordinate with Operations on unit statuses, inventory, SLA performance, and service timelines • Review receiving data and resolve discrepancies and intake errors • Review settlement reports, reconcile discrepancies, and communicate resolutions • Lead recurring and ad hoc operational calls with clients and Operations teams • Prepare agendas, document notes, capture action items, and follow through on commitments • Generate pricing quotes for transactional clients with Sales and Operations • Prepare and deliver Quarterly Business Reviews and account reviews • Create executive-quality presentations and reports using performance data and operational insights • Coordinate client meetings and maintain strategic stakeholder touchpoints • Identify upsell and cross-sell opportunities for PlanITROI services • Monitor satisfaction and retention risks, supporting renewals and long-term account planning • Serve as a trusted advisor to client stakeholders
🎯 Requirements
• 3–7+ years of experience in Client Services, Customer Success, Account Management, Operations Support, Service Delivery, or Business Operations in an operational environment • Experience with operational and execution-focused responsibilities • IT Asset Disposition, Reverse Logistics, Technology Services, Supply Chain Operations, Asset Management, or comparable operations-intensive experience strongly preferred • Experience managing high-volume email communications across multiple client accounts • Experience coordinating client-facing and internal logistics, warehouse, operations, and finance functions • Hands-on experience with data review, reporting, or reconciliation • Experience creating client-facing quotes, reports, or business review presentations • Experience managing competing priorities in a fast-paced, detail-intensive environment • B2B client management experience required • Exceptional written and verbal communication skills • Advanced English proficiency (C1 level or higher) required • High attention to detail and commitment to accuracy • Strong organizational and time management skills • Proactive problem-solving ability • Self-directed and accountable • Comfortable leading client calls and internal coordination meetings • Professional communication style suitable for executive and client audiences • Strong analytical and critical thinking capabilities • Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, and Word • Salesforce CRM experience required • Ability to use AI productivity tools such as ChatGPT, Claude, Copilot, or similar • Google Workspace, SharePoint, and Power BI desired • Experience with Microsoft Teams and reporting/dashboard tools • Process improvement or project management experience a plus
🏖️ Benefits
• Work directly supports the mission of Changing Lives with Affordable Technology • Join a passionate, growth-oriented team • Innovation and operational excellence-focused environment • Meaningful impact through sustainable technology solutions
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