Client Operations Specialist

AHEAD

. Assist assigned Client Directors in protecting and increasing Gross Profit Margin (GPM) and customer satisfaction .

Posted 9/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong sales support capabilities with a focus on customer satisfaction, effective communication, and relationship management. Proficient in managing the transaction lifecycle and utilizing Salesforce for opportunity tracking and forecasting.

Highest-signal resume keywords

Sales Support ExperienceSalesforce CRM ProficiencyCustomer Relationship ManagementProblem-Solving SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Gross Profit Margin AnalysisTransaction Lifecycle ManagementPricing Proposal PreparationMathematical AptitudeForecasting and Pipeline Management

Soft Skills

Effective Team PlayerStrong Verbal CommunicationInterpersonal SkillsTime ManagementAdaptability

Tools & Technologies

Salesforce.comCRM Software

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Technology Industry ExperienceHigh-Volume Sales EnvironmentClient Needs AnalysisVendor Relationship ManagementCustomer Satisfaction

Tech Stack

Tools & technologies

ReactSFDC

About the role

Key responsibilities & impact

Assist assigned Client Directors in protecting and increasing Gross Profit Margin (GPM) and customer satisfaction
Manage the transaction lifecycle from quote to cash
Identify account requests and coordinate internal support team resources
Review, manage, and maintain pipeline and forecasts with assigned Client Directors
Schedule recurring Salesforce.com opportunity review meetings
Work with assigned customers to address questions and issues and provide timely solutions
Engage internal and external support teams to resolve customer issues
Assist in deal structuring and prepare customer pricing and proposals
Develop and maintain vendor relationships to improve communication, discounts, and turnaround on registration or special pricing requests
Accept customer orders and verify booking documents are complete and accurate
Coordinate monthly accounts receivable meetings to review invoice aging and past-due invoices
Develop and maintain client profiles and records of past quotes
Provide value-added services such as SLAs, presentations, order history, and related materials
Develop and maintain strong pre- and post-sales contact with assigned accounts to facilitate long-term relationships

Requirements

What you’ll need

Bachelor’s degree is required
2-3 years of Sales Support preferred, with Technology industry experience preferred
Ability to understand and analyze client needs and link them to company offerings
Independent self-starter and effective team player
Creative problem-solving skills
Experience working in a high-volume, fast-paced sales environment required
Strong verbal and written communication skills
Strong interpersonal and rapport-building skills
Organizational and time-management skills
Ability to adapt and react to situations
Ability to work independently with minimal supervision
Ability to work effectively and efficiently under pressure
Understanding of general business principles
Strong mathematical aptitude and ability to calculate margin percentages using cost+, list-, and flat GPM% models
Salesforce or other CRM experience preferred
Outstanding multitasking skills
Desire to learn the business process end to end
Strong work ethic and positive attitude

Benefits

Comp & perks

Medical, Dental, and Vision Insurance
401(k)
Paid company holidays
Paid time off
Paid parental and caregiver leave
Cross-department training and development
Sponsored certifications and credentials for continued learning
Multi-million-dollar technology lab
Diversity and inclusion groups and culture of belonging
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