Client Operations Specialist – Renewals

🔥 4 minutes ago

🦬 Montana, Utah, +1 more states – Remote

🦬 Montana – Remote ⛷️ Utah – Remote 🦬 Wyoming – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

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Optiv

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2012

Optiv Security is the cyber advisory and solutions leader, delivering strategic and technical expertise to nearly 6,000 companies across every major industry. We partner with organizations to advise, deploy and operate cybersecurity programs from strategy and managed security services to risk, integration and technology solutions. With clients at the center of our unmatched ecosystem of people, products, partners and programs, we accelerate business progress like no other company can.We manage cyber risk so you can secure your full potential.

📋 Description

• Support Client Managers / Client Directors by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com. • Provide excellent client service and communication via available tools and resources. • Respond quickly and accurately to requests from internal business functions as well as outside clients and partners. • Coordinate & advise Client Manager, Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, technology refreshes (EOL/EOS), co-term contracts in combination with various partner technologies. • Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv’s profit margins. • Coordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing margins. • Provide information on maintenance contracts and asset tracking as requested. • Prepare and submit accurate orders for purchasing. • Provide system reporting to the Client Manager/Client Director, operations, and management upon request. • Act as liaison between Client Manager/Client Director and Optiv internal business units. • Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents. • Collaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core values. • Build a professional relationship with Client Managers / Client Directors so as to reflect Optiv's Core Values. • Proactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors to support the renewals sales cycle. • Participate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activities. • Develop and maintain product and industry knowledge. • Maintain account health through data integrity, credit standing etc. • Actively volunteer to complete tasks on behalf of peers that are out of the office. • Perform other duties as assigned.

🎯 Requirements

• Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred. • Two or more years of experience in Business-to-Business Sales/Client Services role required. • Prior experience with managing renewal contracts preferred. • Intermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel. • Internet navigation required. • Two years of experience in technical or information technologies industry preferred. • Prior experience in Client Relationship Management software (CRM) required. • Salesforce.com experience preferred. • Proven ability to prioritize multiple tasks in a fast-paced environment required. • Ability to work in a sales partnership setting, where workflow is determined by incoming requests required. • Ability to build relationships and trust with internal and external partners/clients. • Ability to prioritize tasks to align with deadlines. • Superior organizational skills, independent judgment and functional arithmetic skills

🏖️ Benefits

• A company committed to our inclusive value through our Employee Resource Groups • Work/life balance • Professional training resources • Creative problem-solving and the ability to tackle unique, complex projects • Volunteer opportunities