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2 days ago
Requirements and responsibilities
This candidate will be required to work Mountain Time Zone hours and potentially Pacific Time Zone.The Client Operations Specialist - Renewals (COS-R) is a sales support role assisting the Client Managers / Client Directors with management of their recurring renewal business. COS-R support the renewal and maintenance contracts business related to outside sales by proactively generating price quotes, processing orders, assisting with customer inquiries, problem-solving and issue resolution. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast-paced support atmosphere. The COS-R supports the Client Manager / Client Director gross margin objectives by allowing the Client Manager / Client Director more time to be in the field with face to face meetings, recommending the best pricing strategy, and assisting in the sale of a master renewal program within the client base.How you’ll make an impactSupport 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 technologiesMake 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 unitsFacilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documentsCollaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core valuesBuild a professional relationship with Client Managers / Client Directors so as to reflect Optiv's Core ValuesProactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors to support the renewals sales cycleParticipate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activitiesDevelop and maintain product and industry knowledgeMaintain 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.What we're looking forAssociates 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