Client Operations Specialist

Job not on LinkedIn

🕒 6 days ago

🏄 California – Remote

🏄 California – Remote

💵 $75k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

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Thinkahead Consultant Psychologist Pty Ltd

WebsiteLinkedInAll Job Openings

1 - 10 employees

Thinkahead is a privately owned psychology firm working across both the clinical field of private practice as well as corporate consulting space.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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.